Capture Free Leads,
Automate your Process &
Scale your Broking Business
Say hello to the most efficient way to streamline your fact-finding process, complete with documents collection, Mercury integration, and more.
No payment or credit card required
Brokerpad Core Features
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 high quality responses and focusing their 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 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.
Ready to Scale Your Business?
Brokerpad was designed with a single focus on helping you scale your business. With simple & intuitive interface and lightening fast performance, you will be up and running in just a few minutes.
With world-class support team ready to help you 24/7, we are ready to scale your business now. Are you?
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No payment or credit card required
Our users love Brokerpad
PJ Patterson
Keystone Financial
Andrew Woods
AML
Mitch Tilbrook
Reality Home Loans
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No payment or credit card required
Brokerpad Pricing
Free
$0 / Month
Fast, easy-to-use CRM to collect and manage client information
Includes lead capture form that you can integrate with your website or Facebook page
Enquiries from your website or Facebook page are instantly added to Brokerpad with email notification.
Personalize your Brokerpad account with your own colours and images
Add your own personalized intro video
Your contact details on every page
Your logo and portrait on every page
This plan is always available for free even after the end of the 30-day free full version trial.
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No payment or credit card required
Standard
$44 / Month
Includes all features from the Free Plan plus
Automated online Fact Find for clients, with Smart Forms
Automated document collection system
Documents downloaded into zip file and file renaming capability
Create & manage templates for assets, liabilities and documents to instantly customise fact find
Automatic generation of detailed client PDF report
NCCP compliance questions
Get Started for Free
No payment or credit card required
Pro
$77 / Month
Includes all features from
the Free + Standard Plans plus
Integration with Mercury
Uploads client data and documents to Mercury
Creates Opportunities or updates existing ones in Mercury
Imports existing client data from Mercury to Brokerpad
Full Client > Broker > Bank Functionality
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No payment or credit card required
Brokerpad
+61 2 8766 0463
549 Willoughby Road Willoughby, NSW 2068