Broker Engine
BrokerEngine is a cloud-based SaaS mortgage broker workflow platform serving 3,000+ Australian mortgage professionals across all major aggregators, combining CRM, automation, BID compliance tools, and an integrated client portal to manage the full loan lifecycle.
- Company typePrivate
- Founded2015
- HeadquartersBowen, Australia
- Headcount1–10
- GTM typeB2B
- OfferingSoftware
What Broker Engine does
BrokerEngine is a cloud-based SaaS mortgage broker operating system built specifically for the Australian mortgage broking market, founded in 2015 and operated by Mortgage Processing Services Pty Ltd under parent Australian Finance Group Ltd. The platform combines CRM, deal tracking, workflow automation, compliance tooling, and an integrated client portal (FinanceVault) to manage the full loan lifecycle from lead capture through settlement and post-settlement client retention. It ships pre-loaded with Australian-specific deal stages (Lead, Documents, Submitted, AIP, Conditional, Formal Approval, Settlement), Best Interests Duty (BID) compliance documentation tools, and hundreds of broker-specific data fields. The technology stack is built on Amazon Web Services hosting infrastructure in Sydney and integrates natively with the four major Australian aggregators — AFG, Connective, Finsure, and LMG — with a special BrokerEngine Plus tier offering direct ApplyOnline lodgement for AFG brokers at claimed 90%+ data accuracy. Additional integrations span ilion BankStatements, DocuSign, CashDeck, Quickli, and Zapier. The company monetises through per-user monthly or annual SaaS subscriptions (Standard at $163.90 AUD per broker per month, Plus at $220 AUD per broker per month, with support-user tiers at roughly two-thirds of those rates), volume discounts for 10+ and 100+ user brokerages, and a one-time $1,000+GST onboarding fee for the 8-week Kickstart Program covering workflow customisation, data migration, and personalised training. Distribution is direct via the website with demo requests as the primary acquisition mechanism, supplemented by aggregator-channel partnerships and a content-marketing engine built on the Broker Blueprint lead magnet, a product blog, comparison pages versus HubSpot and Trello, and a library of product-demo videos. BrokerEngine reports 3,000+ mortgage professional users across all major Australian aggregators and has been a finalist or winner at the ADTA21, Broker CRM Platform Award, MBA24, and ABA 2025 industry awards.
Broker Engine firmographics
Firmographics- Name
- Broker Engine
- Legal name
- Mortgage Processing Services Pty Ltd
- Website
- https://brokerengine.com.au
- Company type
- Private
- Founded year
- 2015
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- BrokerEngine is a cloud-based SaaS mortgage broker workflow platform serving 3,000+ Australian mortgage professionals across all major aggregators, combining CRM, automation, BID compliance tools, and an integrated client portal to manage the full loan lifecycle.
- Ownership category
- akta.pro rank
Broker Engine industry classification
Industry- Product category
- Mortgage Broker Software
- NAICS
- Mortgage and Nonmortgage Loan Brokers (52231), Mortgage and Nonmortgage Loan Brokers (522310)
- SIC
- Mortgage Bankers & Loan Correspondents (6162)
- akta.pro primary industry
- Retail Residential Mortgage Brokers (Purchase & Refinance) (FSALABAA)
Keywords
Where Broker Engine is headquartered
LocationHeadquarters
- HQ city
- Bowen
- HQ country
- Australia
- HQ region
- Oceania
Offices1 record
Markets served
Broker Engine business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Marketing or Sales, Infrastructure, Operations
Revenue model
- Software Subscription (SaaS): Monthly or annual subscription-based pricing per user. BrokerEngine Standard for all aggregators and BrokerEngine Plus specifically for AFG brokers with direct ApplyOnline lodgement capability. Support user pricing available at lower rate.
- Kickstart Onboarding Program: One-time onboarding fee for workflow customisation, data migration, personalised training and unlimited ongoing support during the 8-week implementation period.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | BrokerEngine Plus (AFG Brokers) |
| Subscription | Monthly | BrokerEngine Standard (All Aggregators) |
| Subscription | Pay-as-you-go | Kickstart Program (Onboarding) |
Go-to-market motion2 records
Distribution channels2 records
Marketing channels6 records
Broker Engine product offering
Product offeringCore offering
BrokerEngine is a cloud-based SaaS mortgage broker operating system that combines CRM, deal tracking, customisable workflows, document collection, compliance management, and team collaboration for Australian mortgage brokers. It manages the complete loan lifecycle from lead capture through settlement and post-settlement client retention, with a specialised BrokerEngine Plus tier offering direct ApplyOnline lodgement for AFG-affiliated brokers.
Product overview
BrokerEngine is a mortgage broker operating system consisting of a core platform and supporting products. The primary offering is the BrokerEngine software platform - a purpose-built CRM and workflow management system for Australian mortgage brokers. BrokerEngine Plus serves as an AFG-specific sub-brand with direct ApplyOnline lodgement capabilities. FinanceVault is an integrated client portal for secure document collection, included at no extra cost with the core platform. The Kickstart Program provides an 8-week structured onboarding and implementation service. Together, these products form an integrated ecosystem designed to streamline the complete mortgage broker workflow from lead management through settlement and post-settlement client retention.
Differentiator
Problem solved
Functional benefit
Products and services
- BrokerEngine The primary mortgage broker workflow software platform that combines CRM, deal tracking, automated workflows, and team collaboration tools. Designed specifically for Australian mortgage brokers to manage the complete loan lifecycle from lead capture through post-settlement reviews.
- BrokerEngine Plus An AFG-specific version of BrokerEngine that includes direct ApplyOnline lodgement capability, enabling AFG brokers to submit applications directly to lenders with 90%+ data accuracy. Marketed as the 'lodgement-enabled version' for Australian Finance Group mortgage brokers.
- FinanceVault An integrated client portal within BrokerEngine that enables secure collection of client documents including credit guides, fact finds, bank statements, and other requirements through a single link. Includes two-factor authentication and automatic TFN redaction for enhanced security.
- Kickstart Program An 8-week structured onboarding and implementation service that includes workflow customisation, data migration, personalised training, and ongoing support. Designed to help brokers quickly realise ROI from the BrokerEngine platform with dedicated Customer Success Specialist guidance.
Quantifiable outcome
- 20%+ increase in deal throughput
- +4 more outcomes
Companies that use Broker Engine
Customer profileNamed customers7 records
Segments2 records
Ideal customer profiles2 records
Broker Engine technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration9 records
Feature8 records
Broker Engine partnerships and signals
Strategic signalPartnerships
Four partnerships are on record, tiered core.
- AFG (Australian Finance Group)coreDeep integration partnership with AFG aggregator. BrokerEngine Plus version offers direct ApplyOnline lodgement for AFG brokers. AFG Flex integration enables seamless data flow. AFG also owns parent entity Mortgage Brokers Software Pty Ltd (per privacy policy).
- ConnectivecoreIntegration partnership enabling Connective brokers to use BrokerEngine alongside Mercury Nexus for workflow automation, document collection, and compliance management.
- FinsurecoreIntegration enabling Finsure brokers to use BrokerEngine alongside Infynity for streamlined front-end processes without changing lodgement workflows.
- LMG (Loan Market Group)coreIntegration partnership for LMG brokers using BrokerEngine alongside MyCRM for compliance and lodgement, with BrokerEngine handling workflows and client management.
Scale indicators4 records
Recent moves6 records
Expansion highlights5 records
Broker Engine competitors and assessment
Company assessmentDirect peers
- Sandstone Technology: Australia-based fintech providing mortgage and finance broker software including origination, CRM and workflow tools. Direct competitor in the same Australian mortgage broker SaaS category as BrokerEngine, serving similar broker networks with comparable workflow automation features.
- Calyx Software: US-based provider of mortgage loan origination software (Point) used by mortgage brokers and lenders for loan processing, compliance and workflow automation. Comparable product category (mortgage broker workflow SaaS) targeting similar end users, though in the US market.
- LendingPad: Cloud-based mortgage loan origination system (LOS) used by mortgage brokers and lenders for loan processing and workflow. Comparable SaaS-based mortgage origination workflow product serving similar broker customer profiles, mainly in the US market.
Broad incumbents
- ICE Mortgage Technology (Encompass): Large incumbent provider of mortgage origination software (Encompass) used across the US mortgage industry. While broader and larger than BrokerEngine, it competes in the same mortgage workflow category with significantly greater scale and lender integrations.
- Mortgage Cadence: Enterprise mortgage origination platform serving large US lenders and mortgage banks. Overlaps with BrokerEngine's workflow and deal management functionality at a much larger enterprise scale, but operates in a different (US enterprise) segment.
Emerging players
- Bonzo: UK-based mortgage broker CRM and client engagement platform focused on broker workflow automation and client communication. Comparable product positioning (specialist mortgage broker SaaS) but geographically focused on UK brokers rather than Australia.
- Maxwell (Maxwell Financial Labs): US-based digital mortgage platform providing CRM, POS, and workflow tools to mortgage lenders and brokers. Comparable in targeting mortgage broker workflow automation with a modern SaaS approach, though primarily serving US lenders.
Others
- Quickli: Australian loan servicing and refinancing platform that integrates with BrokerEngine. While not a direct competitor (it operates in loan servicing rather than broker workflow), it represents an adjacent ecosystem participant in the Australian mortgage broker technology stack.
Market position
Strengths5 records
Competitive moat6 records
Key risks5 records
Key highlights7 records
Customer concentration
Broker Engine social profiles
Digital presenceBroker Engine compliance and trust
Trust signalCompliance2 records
Broker Engine financial estimates
Financial estimateRevenue estimate
Valuation estimate
Broker Engine leadership team
Management profileNumber of profiles
Profiles1 record
Broker Engine funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Broker Engine M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Broker Engine
What does Broker Engine do?
BrokerEngine is a cloud-based SaaS mortgage broker operating system that combines CRM, deal tracking, customisable workflows, document collection, compliance management, and team collaboration for Australian mortgage brokers. It manages the complete loan lifecycle from lead capture through settlement and post-settlement client retention, with a specialised BrokerEngine Plus tier offering direct ApplyOnline lodgement for AFG-affiliated brokers.
Is Broker Engine a public or private company?
Broker Engine is a private company. It is classified as corporate owned and is currently operating.
When was Broker Engine founded?
Broker Engine was founded in 2015. It employs 1 to 10 people.
Where is Broker Engine based?
Broker Engine is headquartered in Bowen, Australia, in the Oceania region.
How does Broker Engine make money?
Two revenue lines are on record. Software Subscription (SaaS) is the primary driver. The others are kickstart Onboarding Program.
Who are Broker Engine's main competitors?
Direct peers on record are Sandstone Technology, Calyx Software and LendingPad. Broad incumbents are ICE Mortgage Technology (Encompass) and Mortgage Cadence. Emerging players are Bonzo and Maxwell (Maxwell Financial Labs). Quickli is listed as an others.
Does Broker Engine have an API?
No public API is recorded for Broker Engine.
What industry is Broker Engine in?
Broker Engine's product category is Mortgage Broker Software. Its primary akta.pro industry code is FSALABAA, Retail Residential Mortgage Brokers (Purchase & Refinance). Its NAICS code is 52231 and its SIC code is 6162.