Looking for a loan? Visit MakeMyLoan for borrowers →
Run your entire brokerage — from first click to settled loan — in one place. Built for Australian brokers. Not another CRM bolted onto spreadsheets: one platform that captures leads, runs compliance, lodges clean files and grows your book.
Everything below ships in the one system — one login, one client record, one audit trail.
Every client, deal and task in one pipeline — from new lead to settled loan.
Clients see status, upload documents and message you — no more 'any update?' calls.
Structured online fact-find with repeatable sections that flows straight into the file.
Personalised checklists, secure uploads and review states — nothing lost in email.
AI-assisted document type, owner and naming suggestions — broker-reviewed, then exported as clean lender-ready ZIP packs. Originals preserved, fully audited.
Test a scenario's borrowing power across lenders with real assessment buffers.
Match a client's scenario to lender products by policy, rate and fit.
Side-by-side lender comparison that locks into the file as your Best Interests Duty evidence.
A guided compliance path per deal, so every file lands audit-ready.
Structured credit proposal PDFs signed digitally with drawn signatures.
Websites, landing pages, lead forms, automations and campaigns under your brand.
Give agents and accountants their own portal with live referral status and attribution.
API keys, outbound webhooks and Zapier hooks to connect your existing stack.
Your brand, your domain — the whole platform can front as yours.
The whole client journey runs through one system, so nothing falls between tools.
Websites, landing pages, lead forms and referral partners feed your pipeline automatically.
Fact-find, document checklists and portal messaging move clients forward without chasing.
Serviceability, BID comparison and NCCP workflow build the evidence as you work.
A pre-lodgement validation gate makes sure the file is complete before it goes anywhere.
Automations, campaigns and partner attribution keep the next deal coming in.
Compliance isn't a checkbox at the end — the platform builds the evidence while you do the work.
Lender comparisons are captured and locked against the deal, so your Best Interests Duty reasoning is on file — not in your head.
A step-by-step compliance path guides each file through the National Consumer Credit Protection requirements.
Credit proposals are generated as structured PDFs and signed with drawn e-signatures — every event logged to the audit trail.
See the platform on your own scenarios, with your own branding. Request access or book a walkthrough with the team.
A quick note is all it takes — the MakeMyLoan team will come back to you within one business day with next steps.
