What we score
Every product in a category is scored against the same weighted sheet. The weights are opinions — informed ones — and they’re published so you can re-rank with your own.
| Criterion | Weight | What it measures |
|---|---|---|
| Compliance fit (NCCP & BID) | 9/10 | Whether templates, records and workflows respect Australian credit-licensing obligations. |
| Aggregator integration | 9/10 | Depth of integration with Australian aggregator platforms and lodgement systems. |
| Pipeline & workflow | 8/10 | Deal-stage visibility, task automation and whether the pipeline actually moves deals forward. |
| Lead capture & response | 8/10 | How fast and completely the tool captures an enquiry and gets a broker (or automation) responding. |
| Value for money | 7/10 | Total monthly cost against what it actually replaces, including metered extras. |
| Automation depth | 7/10 | What can run without a human: nurture sequences, reminders, reviews, post-settlement journeys. |
| Australian support & onboarding | 6/10 | Local support hours, AU-based onboarding, and pricing in AUD. |
Applied per category
- AI Agent Tools
- Accounting & Bookkeeping
- Aggregator Platforms
- Asset & Commercial Finance
- CRM for Mortgage Brokers
- Calculators & Widgets
- Client Onboarding
- Commissions & Analytics
- Compliance & Audit
- Credit, ID & Verification
- E-Signature & Document Collection
- Financial Adviser Tools
- Integrations & Automation
- Lodgement & Applications
- Marketing Automation for Brokers
- Meeting AI & File Notes
- Open Banking & Bank Data
- Pipeline Management
- Property Data & Valuation
- Retention & Repricing
- SMSF & Entities
- Sales Tools
- Security & Cloud Storage
- Serviceability & Research Tools
- Site & Funnel Builders
- Social Media Manager
- Telephony & Client Comms