Broker software, by category

26 categories covering the software an Australian broking business actually runs on. The criteria we score against are public, and any category our own product competes in carries a disclosure.

• AI Agent Tools

  Conversation AI, voice agents, broker copilots and general AI assistants.

  23 products tracked

• Accounting & Bookkeeping

  Ledgers, practice management, document capture and reporting.

  74 products tracked

• Asset & Commercial Finance

  Equipment, vehicle, commercial and SME lending origination.

  17 products tracked

• CRM for Mortgage Brokers

  Client and deal management systems built for, or adapted to, Australian mortgage broking.

  12 products tracked

• Calculators & Widgets

  Repayment, stamp duty and LMI calculators, plus the website widgets that qualify leads.

  16 products tracked

• Client Onboarding

  Digital fact-find, client portals and the first structured capture of a client's position.

  20 products tracked

• Commissions & Analytics

  Commission reconciliation, revenue reporting and brokerage performance analytics.

  14 products tracked

• Compliance & Audit

  Best Interests Duty evidence, audit trails, recordkeeping and governance.

  15 products tracked

• Credit, ID & Verification

  Credit files, identity verification, AML and document fraud checks.

  13 products tracked

• E-Signature & Document Collection

  Compliant digital signing and document collection for finance paperwork.

  33 products tracked

• Financial Adviser Tools

  Advice production, modelling, client portals and investment research.

  89 products tracked

• Integrations & Automation

  Zapier, Make, n8n, Power Automate and the glue between broker systems.

  17 products tracked

• Lodgement & Applications

  The systems that carry a loan application from your CRM to the lender.

  7 products tracked

• Marketing Automation for Brokers

  Funnels, nurture sequences and client-communication automation for broking businesses.

  25 products tracked

• Meeting AI & File Notes

  Meeting recording, transcription and the compliant file note that comes out of it.

  19 products tracked

• Open Banking & Bank Data

  CDR-accredited feeds, bank statement retrieval and income and expense verification.

  13 products tracked

• Pipeline Management

  Deal stages, task systems, SOPs and the process layer around them.

  21 products tracked

• Property Data & Valuation

  Property data, automated valuations, suburb research and market intelligence.

  16 products tracked

• Retention & Repricing

  Keeping the book past the fixed-rate roll-off — repricing, review triggers and nurture.

  1 products tracked

• SMSF & Entities

  Trusts, companies, SMSF administration and the documents behind them.

  18 products tracked

• Sales Tools

  General-purpose CRM and sales platforms, judged on how well they adapt to broking.

  18 products tracked

• Security & Cloud Storage

  Where client data lives, who can reach it, and how it is defended.

  29 products tracked

• Serviceability & Research Tools

  Borrowing-capacity engines and lender research tools for Australian brokers.

  12 products tracked

• Site & Funnel Builders

  Websites, landing pages, forms, chat and booking — where broker leads actually land.

  22 products tracked

• Social Media Manager

  Scheduling, content production, unified inbox and engagement reporting.

  21 products tracked

• Telephony & Client Comms

  Calls, SMS, video meetings and the shared inbox a broking team runs on.

  23 products tracked