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MakeMyLoanBroker OS
PlatformFeaturesPricingPartner program
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PlatformFeaturesPricingPartner programBroker login
Book a demoRequest access
MakeMyLoanBroker OS

The Broker Operating System for Australian mortgage & finance brokers.

PlatformFeaturesPricingPartner programRequest accessBroker login
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Features

Everything a brokerage runs on, in one system

MakeMyLoan is a Broker Operating System, not a CRM with extras. Four engines — front office, compliance, growth and platform — share one client record and one audit trail.

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🗂️
Front office

Win the client before the paperwork starts

Everything between a stranger clicking your ad and a client with a complete file lives in one flow — no re-keying, no lost attachments, no 'did you get my email?'.

  • ✓CRM & pipeline — every lead, deal, task and conversation against one client record
  • ✓Client portal with live status, secure messaging and document upload
  • ✓Digital fact-find builder with repeatable sections (applicants, incomes, assets, liabilities)
  • ✓Document collection with personalised checklists and review states — needed, uploaded, accepted
  • ✓Collection packs that bundle fact-find and documents into one client request
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Compliance engine

Evidence that builds itself as you work

NCCP obligations and Best Interests Duty aren't an afterthought — the platform captures the reasoning, the comparison and the signatures while the deal moves.

  • ✓Serviceability engine — test borrowing power across lenders with real assessment buffers
  • ✓Product matching that shortlists lender products against the client's scenario
  • ✓BID comparison locking — the lender comparison is locked to the file as your Best Interests Duty evidence
  • ✓Structured credit proposal PDFs with drawn e-signatures and a full audit trail
  • ✓Pre-lodgement validation gate — the file can't go forward until it's complete
  • ✓Guided NCCP compliance workflow on every consumer deal
📈
Growth engine

Marketing that feeds the same pipeline

Your website, landing pages and referral partners aren't separate tools — every enquiry lands in the same CRM with its source attached.

  • ✓Website & landing page builder under your own brand
  • ✓Lead-form embeds for websites you already have — drop a form into any page
  • ✓Automations that follow up new leads, chase documents and nudge stale deals
  • ✓Email campaigns with open and click tracking
  • ✓Referral partner portal — agents and accountants refer clients and watch status live, with full attribution
🧩
Platform

Fits your stack, wears your brand

Open where you need it, controlled where it matters — the platform connects outward and scales with your team.

  • ✓API keys, outbound webhooks and Zapier hooks for the tools you already run
  • ✓White-label branding — your logo, colours and domain across portal, forms and documents
  • ✓Plan-based team controls — seats, roles and limits managed per plan
  • ✓Audit log across the platform — every compliance-relevant action is recorded
  • ✓Partner-ready multi-tenant foundations for groups and aggregators

See it working on your own scenarios

The fastest way to judge the platform is to watch a deal run through it — from lead capture to a lodgement-ready file.

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✨ Advanced OS feature

Document Intelligence

Turn messy client uploads into lender-ready packs — AI-assisted type/owner/naming suggestions, broker-reviewed, exported as structured ZIPs with originals preserved and every action audited.

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