Compare · 12 products
Best Finance CRM
The systems brokers run their book on
The short answer
The short answer to “what is the best finance crm for Australian brokers?” — scored against the published criteria, with the reasoning below it.
How our Finance CRM rankings are different
The fastest way to judge a review site is how it makes its money and who signs its verdicts. Ours, side by side with the norm.
Most review sites
Rank whoever pays the most
Review from the vendor’s demo
Verdicts with no author
Sell your details as leads
Hide who owns the site
Leave reviews years out of date
Finance OS research
Rank on published criteria, every time
A real account, for a working week
Every verdict signed and dated
Never sell your details
Rank our own product in public
Show the last tested date on the page
How Finance OS ranks Finance CRM compared with paid-placement review sites
Scored, criterion by criterion
How these are scored →The same weighted sheet for every product in the category, so the ranking can be argued with rather than taken on trust.
| Criterion | BrokerEngine | Effi | Finance OS |
|---|---|---|---|
| Aggregator integration | Score not published | Score not published | Score not published |
| Compliance fit (NCCP & BID) | Score not published | Score not published | Score not published |
| Lead capture & response | Score not published | Score not published | Score not published |
| Pipeline & workflow | Score not published | Score not published | Score not published |
| Automation depth | Score not published | Score not published | Score not published |
| Australian support | Score not published | Score not published | Score not published |
| Value for money | Score not published | Score not published | Score not published |
Watch the tests
Filmed inside the real accounts — the workflows, the failure paths and the parts the demo never shows.
BrokerEngine walkthrough
Filmed in the tested account
Effi walkthrough
Filmed in the tested account
Finance OS walkthrough
Filmed in the tested account
Every product in detail
01
BrokerEngine
02
Effi
03
Finance OS
Screens from the real accounts
Captured inside the tested accounts, never from a vendor press kit.
How we capture them
Screens come out of the account, not the press kit
Every screenshot is taken inside the account the product was run in, at the point in the workflow being scored. Nothing is staged, nothing is a vendor render, and nothing is a mock-up.
- Captured in the live account, mid-workflow
- Dated with the test it came from, and re-shot when the product changes
- Never a vendor render, never a mock-up
Editor’s verdict
The verdict names one product, says who it is for and who it is not for, and shows the criteria that decided it. It is written after the testing, signed by the person who did it, and dated — so you can judge how current it is and hold someone to it.
Signed and dated by the reviewer who ran the tests
Reviewer
Named and pictured once this category has been through testing.
Every Finance CRM tool we track
12 products
The full catalogue for this category, including everything still in the review queue. Listing a product is not a recommendation — only the reviewed ones have been through a real account and a week of testing.
- BrokerEngine
- Effi
- Finance OS
- HubSpot
- Salestrekker
- Brokerbench
- Lend1
- Mystro
- BrokerFlow
- BrokerIQ by Domato
- CitoPlus
- Emerald Edge
Also in Compare
- Aggregator PlatformsMercury Nexus, FLEX, MyCRM, Infynity and the rest
- Lodgement & ApplicationsApplyOnline, Loanapp and the data standards behind them
- Pipeline ManagementDeal stages, tasks and SOPs that move deals
- Client OnboardingDigital fact-find, portals and first-touch capture
- Document Collect & SignCompliant e-signature and document chasing
- Open Banking & Bank DataCDR feeds, statements and income verification