Automated

Document Collection

Mercury Integrated

Easy

Imagine if your mortgage broking business was like this.

Imagine if your mortgage broking business was like this.

technology

Features

Automate your Fact Find

Brokerpad is a secure online fact find and document collection platform for mortgage brokers that makes it easy to collect information from clients. It can automate your loan process from Client to Broker to Bank. Here are just some of the features that will help you to be more efficient.

Secure

Layers of security features help to protect your and your clients' data. How secure are the methods that you currently use to collect information from your clients?

Document Automation

Brokerpad makes document collection a breeze. Clients upload documents to Brokerpad where they are automatically renamed according to type and collated into a zip file when downloaded.

Integrated

Brokerpad is integrated with Mercury – eliminates data entry. Create Opportunities and upload Client information and docs to Mercury. Brokerpad finds existing clients in Mercury and updates details with the latest information.

Simple to Use

Smart forms and tips guide clients as they enter information, resulting in high-quality information. So simple you’ll be doing deals within a few minutes of registering without the need for lengthy training sessions.

Efficient

Because your clients enter their own data, very little data entry is required by your or your staff.

Compliant

Brokerpad covers the questions you need to ask in order to comply with NCCP requirements.

Features

Brokerpad is very simple to use and automates your loan process from Client to Broker to Bank.

 

Automate your FAQ Find.

App Development0%
User Interface0%
User Experiences0%
Information Architecture0%

See if your business could be more efficient if you automated your Fact Find.

Testimonials

SEE WHAT PEOPLE ARE SAYING
PJ Patterson

Keystone Financial

Andrew Woods

AML

Mitch Tilbrook

Reality Home Loans

Be unique

people really matter

Pricing

get started today

All pricing plans come with the following document automation features plus the features available with each plan.

Facility for clients to upload documents

Broker can also upload and store docs

Automatically renames files

Group similar doc types by prefix

Secure storage of client docs

Collate docs into single zip file for download

  • Premium

  • $44/month
    • Secure online fact find for clients
    • Manages client data online
    • Repeat clients don’t need to re-enter data.
    • Produces detailed client reports
    • NCCP compliance questions
    • Customize colours and images
    • Personalized intro video
    • Your contact details on every page
    • Your logo and portrait on every page

  • Pro

  • $77/month
    • All Premium features, PLUS: CONNECT WITH MERCURY
    • Eliminates data entry by uploading client data and docs to Mercury
    • Auto-populates new Opportunities/Clients, or updates existing ones in Mercury
    • Full ‘Client to Broker to Bank’ Functionality
    • Secure online fact find for clients
    • Manages client data online
    • Repeat clients don’t need to re-enter data.
    • Produces detailed client reports
    • NCCP compliance questions
    • Customize colours and images
    • Personalized intro video
    • Your contact details on every page
    • Your logo and portrait on every page

Phone

(02) 8766 0463

Address

549 Willoughby Road

Willoughby, NSW 2068