1. Billing & subscription management
How do I change my subscription from monthly to annual?
Just let us know by emailing billing@brokerengine.com.au, or starting a chat, and we can set this up for you. As an annual subscriber, you will qualify for two months free per user per year.
Can I upgrade from a monthly to an annual subscription at any time and get two months free for the upcoming year?
Yes.
How do I change my subscription from annual to monthly?
Let us know by emailing billing@brokerengine.com.au, or starting a chat. We will confirm the process for converting to a monthly subscription at the conclusion of your current annual subscription. (Keep in mind that you will miss out on two months free per user per year on a monthly subscription.)
How can we cancel our subscription?
Email support@brokerengine.com.au or start a chat in order to process your cancellation.
How can I get a copy of my invoices?
Invoices are emailed to your billing email after every event (signup or renewal). However, if you need a copy of your invoices, email billing@brokerengine.com.au or start a chat, and we will provide you with copies.
How do I update my billing details (e.g. billing contact, email, or card on file)?
To update your billing details, please email billing@brokerengine.com.au, or start a chat.
2. User management
How do I add a new user, and what are the costs?
Email support@brokerengine.com.au or start a chat. Let us know the Full Name, Email Address, and User Type (Broker/Support).
Current pricing can be found on our website.
One of our Support users is becoming accredited as a broker. Can we switch the user type from Support to Mortgage Broker?
Yes. Email support@brokerengine.com.au or start a chat.
One team member is leaving, and a new one is joining. Can we reassign the old licence to the new team member?
Yes. Email support@brokerengine.com.au or start a chat.
How can I downgrade my number of users on my subscription?
Email support@brokerengine.com.au or start a chat.
3. User types & subscription flexibility
What is the difference between a Mortgage Broker user and a Support user?
Mortgage Broker
Accredited brokers writing deals under their name and broker codes, includes integrations.
Support User
For non-broker team members (e.g., CSMs, Parabrokers), limited integration.
I have an annual subscription. Can I add more users on a monthly basis, or does everyone need to be annual?
Email support@brokerengine.com.au or start a chat. We can add additional users on a monthly subscription term if that suits.
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