Brokerpad - Automate your fact-find. Brokerpad is the most efficient way to do your fact finding

Are you prepared to stay ahead of the rest?

Brokerpad is your unfair advantage. We are here to help you scale and stay ahead.

Made by brokers, for brokers

We created Brokerpad to help our own business and our peers in the industry. Over the past 7 years, we've been pioneering the digital innovation in the industry. We understand the domain, we understand the people. So you're in safe hands.

Technology

We are constantly on the look out to bring in the latest technology that can make our industry and its brokers efficient and scalable. Brokerpad is based on cutting edge research & development using the latest cloud infrastructure, security and data science. You'll know the difference.

Customers first. Always.

More than anything, our core philosophy has always been customer-first, customer-focused and customer-obsessed. We offer an unchallenged level of support and service for all of our users to make sure that your experience with Brokerpad is a success.

Brokerpad Core Features

Everything you need, nothing you don't.

Free Lead Capture Form

Your Brokerpad account comes with a free Lead Capture Form, which you can simply share on your website or Facebook.

When a client fills out the form, their details are instantly added to your Brokerpad account. An email notification gives you details about the client and what they want so you can act quickly.

Automated Fact Finding

No one enjoys filling out a long form, which is why we are obsessed with automating your end-to-end fact finding process.

Brokers using our platform save anywhere between 3 to 5 hours per client, while collecting higher quality responses and documents. You can now focus more time on growing your business.

Templates for Faster Process

Use our templates for Assets, Liabilities, Expenses & Documents.

You can tweak them or add as many more as you need. It means you can customise your fact find in seconds for different types of customers. It improves the quality of information clients give you because the forms are more relevant to their situation.

Powerful Document Collection

We understand how important it is to collect the right documents, but also how tedious it can be. So we built the most powerful and flexible document collection tool right into Brokerpad.

Use our templates to quickly get started, rename your clients' files, download them all as a zip file and more, all in an Enterprise-Grade secure file storage.

Complete Mercury Integration

Are you a Connective broker? Welcome! Brokerpad integrates seamlessly with Mercury so you never have to do another data entry task.

Create & update opportunities with a click of a button, import existing clients and opportunities directly into your Brokerpad account, so your client doesn’t need to re-enter everything again.

Security, Privacy & Compliance

Be assured that all of your and your clients' data is securely stored within our Australian cloud infrastructure with the latest and most comprehensive encryption and authentication measures.

It provides our users with absolute confidence in the security and privacy of data while ensuring you meet all of your compliance needs when using Brokerpad.

No credit card required. Zero commitment.

Our users love Brokerpad

1,000+ brokers and 20,000+ clients can't be wrong.