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Welcome to BrokerEngine - System Overview & Orientation

Here is a 15 minute quick overview to get you started.

Written by Shelley Maher

What is BrokerEngine?

BrokerEngine is software for mortgage brokers.

Why use BrokerEngine?

Unlike legacy software products, BrokerEngine automates many of the tasks and processes around getting loans approved and building a profitable mortgage broking practice.

You are now able to streamline your document collection process, automation of emails via email templates, prepare product scenarios and loan proposals.

The following points will be useful grounding as you use the software:

  1. BrokerEngine has been designed to help mortgage broking firms settle at least 20% more loans compared with other solutions. It does this by freeing you up from low-value tasks in favour of high-value, client facing tasks.

  2. BrokerEngine is designed to be used by teams.  The main functional units of the team are the Broker User and the Team User(i.e. Loan Processor/Support User).  You can have as many Broker Users and Team Users as you like.

  3. If you have further queries, or a question that isn't covered in our knowledge base, please contact our support desk at support@brokerengine.com.au

  4. We value your input and feedback - please let us know how we're doing and how we can do better to help you build a great practice that you love to work in.

Ready to get started? Let's launch our first first Training Video! Click here

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