Looking for a loan? Visit MakeMyLoan for borrowers →
MakeMyLoan is backing new industry entrants with free access to Broker OS for their first six months — so you can build the right systems, workflows and client experience from day one.
Available to eligible new-to-industry brokers. Access is subject to approval and onboarding availability.
Compliance, client follow-up, fact-finds, document collection, serviceability, proposals, tasks, marketing, referrals — most new brokers stitch this together from spreadsheets and inboxes. We'd rather you started with one operating system and the right habits from your first client.
A note from MakeMyLoan: we built Broker OS because great client outcomes come from great process — and process is exactly what's hardest to build in your first year. Supporting new entrants makes the whole industry better. If Broker OS helps you start properly, some of you will grow with us. That's the deal — no catches, no lock-in.
Everything below is included for your first six months — this is the complete platform, not a cut-down trial.
Every lead, client and deal in one pipeline with stages built for broking.
Publish branded forms and campaign pages that feed straight into your pipeline.
A secure branded portal where clients upload documents and track progress.
Structured fact-finds and personalised checklists — nothing lost in email.
A compliance-aware workflow with credit proposals and e-sign built in.
Run scenarios, compare products and keep your reasoning on file.
Follow-ups, client messaging and a tamper-evident record of everything.
A professional website, calculators, referral links and campaign tooling.
Under a mentor or aggregator program? Ask your mentor about our mentor referral offer — referred brokers receive 12 months on us.
Available to eligible new-to-industry brokers. Access is subject to approval and onboarding availability. We review every request personally — tell us where you're at and we'll take it from there.
Request 6-month accessYes — eligible new-to-industry brokers get full Broker OS access for their first six months with the subscription on us. It's our way of backing people entering the industry. Access is subject to approval and onboarding availability, and we'll confirm eligibility before anything starts.
You can apply before your accreditation is finalised — many new brokers set up their systems while completing requirements. Tell us where you're at in the form and we'll time onboarding to suit.
Yes. Broker OS is white-label: your brand, your colours, your domain. Clients see your brokerage, not ours.
You'll move onto a standard paid plan at the then-current pricing — we'll remind you well before the period ends, and there's no lock-in. If it's not for you, you can export your data and walk away.
Yes — the built-in import wizard brings clients, leads, deals, referral partners, tasks and notes across from a spreadsheet or another CRM, with duplicate detection and a dry run before anything is written.
Yes. There's no lock-in contract during or after the offer period, and your data is always exportable.
Takes two minutes. We review every request and respond within 1–2 business days.
