Brokify is the CRM built for Australian mortgage brokers. Run your pipeline to settlement, put lead‑capturing calculators and an AI assistant on your own website, and give clients a portal — all under your brand, at your own address.
Six phases from lead to post‑settlement, with the sub‑stages brokers actually use. Every stage seeds the right tasks, with due dates, owners, and gates that stop a deal advancing before the work is done.
PAYG, self‑employed, construction — each deal gets the checklist it needs.
The supporting‑doc checklist gates submission so nothing goes to a lender short.
Funds‑to‑complete and lender notes generate from the deal and the fact‑find.
Send a SOCA for multi‑party signing with OTP and a full audit trail.
Every brokerage gets its own address at yourname.getbrokify.ai, its own branding, and its own team with roles and permissions. Your clients never see “Brokify” — they see you. Works for a solo broker or a full firm with seats.
Paste one line of code and drop calculators or an AI assistant onto your site. Every enquiry lands straight in your pipeline — no Zapier, no exports.
Repayments, borrowing power, stamp duty, refinance and deposit — themed to your brand.
Answers visitors from your own FAQ, then books them in — and never gives regulated advice.
Clients apply online, upload documents, e‑sign, and watch their loan progress in a portal that carries your name.
A guided application that captures the whole picture — assets, income, goals — and pre‑fills the file.
Clients see the stage their loan is in and exactly what you still need from them.
Documents signed by every party with email verification and a certificate of completion.
People, companies and family links — one record across every deal.
Pipeline value, settlements, conversion and activity by broker.
On‑brand client emails through your own sending domain.
A shareable card per broker that drops enquiries into the CRM.
Let clients book a call straight into your calendar.
Step guides and checklists so the whole team works the same way.
Sign up and pick your address — yourname.getbrokify.ai. Add your logo, colours and team.
Paste the calculator and chat snippets onto your website. Enquiries start flowing in.
Move deals through the board, sign docs, keep clients in the loop — all in one place.
Every plan starts with a 14‑day free trial. No card to begin.
Prices set at launch. Australian mortgage broking — figures shown are illustrative, not credit advice.
Give Brokify an afternoon and never chase a deal across five tools again.