Industry leading productivity software for mortgage brokers. Manage your database, select loan products, empower your clients via Client Portal and utilise extensive automation to reduce time taken to settle a deal. 

 

 

Collect data and documents, update your clients pre-populate your fact find and ember compliance and fraud prevention in an intuitive cloud-based solution.

 

Bluestone is a fast-growing lender specialising in residential home loans. With a team of over 275 professionals across Australia, New Zealand and the Philippines. Bluestone started out as an Australian lender headquartered in Sydney in 2000. They manage over A$9bn in home loans for our Australian and New Zealand customers and have helped over 48,000 Aussies and 11,500 Kiwis with home loans that fit a wide range of circumstances.

Bluestone helps people with a variety of financial needs, whether they are looking to refinance, purchase homes or invest in residential property. Their solutions are popular not only with PAYG borrowers, but also self-employed borrowers who require alternative ways to prove their income, and residential property investors with complicated income streams.

The circumstances and needs of their customers' are diverse - for example, some have a clear credit history and others have had a few financial hiccups. That’s why they have done away with credit scores and instead ask questions to better understand each unique situation. By assessing every application on a case-by-case basis, Bluestone can build a more accurate picture of personal circumstance and match home loans to different lifestyle needs.

 

 

Household Capital is an independent retirement funding provider for borrowers aged 60 or above. Our mission is to help older Australians ‘Live Well at Home’. We offer responsible, long-term and flexible access to home equity to help them achieve their retirement goals while continuing to live at home. ME Bank and Legal & General UK are strategic partners and investors.

In 2020, Household Capital was ranked the fifth most innovative company by AFR Boss Awards in the banking, superannuation and financial services sector. It was also shortlisted for the ‘consumer lending’ category in The Finnies 2020. For more information visit www.householdcapital.com.au

 

N1 Holdings Ltd (ASX:N1H) was established in 2011 and was listed on the Australian Stock Exchange in March 2016. Company has offices in Sydney (headquarter), Kuala Lumpur, Singapore and Shanghai.

​N1 Holdings is positioned in the market as a property-backed private credit lender in the Australian SMEs sector, the largest employers group in Australia. With the growth in lending from non-traditional sources, such as alternative banks and non-bank funders and lenders, N1 with its unique competitive advantages is perfectly placed to advise businesses through this changing lending environment and debt/capital market. Apart from comercial lending, N1 also provides cross-border corporate financing, project funding, fund trustee services and vendor finance solutions.

N1 has been recognized by media and industry peers as Australia top mortgage brokerage firms consistently for the last couple of years. Below are some key achievements by the company.

 

Working with Ryker Capital offers a unique opportunity for mortgage brokers to enhance their client relationships and expand their service offerings. Our approach supports brokers by addressing crucial financial areas beyond mortgage advice, from superannuation and insurance planning to tax-effective strategies and investment guidance. With over 60 years of combined experience, our advisors are well-equipped to tailor solutions that align with clients' financial goals, improving their cash flow, building long-term wealth, and safeguarding their assets. This comprehensive support positions you, the broker, as a problem solver, enhancing client satisfaction and trust.

By partnering with Ryker Capital, you not only benefit your clients but also create an additional income stream. We offer revenue-sharing opportunities, a share of both upfront and ongoing revenues, and personalized client-facing marketing assets. These tools help brokers fulfill their best interest duty while offering clients access to expert advice across a broad spectrum of financial services. With tailored training and ongoing support, Ryker Capital aims to empower brokers, drive client retention, and build a mutually beneficial partnership that enhances both your service offering and business growth.

 

🚀 RBS’s Loan by Loan service offers a pragmatic approach for mortgage brokers looking to optimize their operations without the burden of fixed staffing costs.

Each loan is handled by experienced professionals who ensure compliance and efficiency, allowing you to focus on customer service and business growth. 

This service is designed to seamlessly integrate with your existing operations, allowing you to expand your offerings and client base.

As mortgage demands fluctuate, RBS’s Loan by Loan service offers a pragmatic approach for mortgage brokers looking to optimize their operations without the burden of fixed staffing costs.

This service allows brokers to handle loan processing on an as-needed basis, paying only for processed loans, thus aligning costs directly with revenue. 

Ideal for brokers exploring outsourcing benefits or managing variable client workloads without permanent overheads, this service ensures you remain agile and cost-effective.

 

Movinghub is a software-as-a-service solution designed for Brokers to be able to provide a streamlined moving service for their clients who move properties. Renamed for the Finance and Coffee Community as FC Connect, the fully branded service that allows you to go above and beyond for your clients and take the hassle out of organising utilities for Move In Day. For your clients who aren't moving, F/C Connect can also assist clients who aren't moving get better deals on all their utilities.

You can even rename the service as your own business, eg Broker Business Connect. You’ll work with a ‘movologist,’ who will help your clients with everything from switching over your utilities to finding the right appliances for your new home. Security, insurance, truck hire, storage – you name it. If it’s part of the moving process, they can help. Everything is done online or over the phone, making it even more convenient for you. This tech innovation is making it remarkably easy to transition from old home to new. Even better, the services are free to sign up for both the broker and your customer.

 

 

Effi is a smart lead management platform for mortgage brokers designed to boost broker’s efficiency and increase digital engagement with the borrower through their white label borrower dashboard.
Efii is not just another lead management or CRM system, it goes beyond that and helps you manage your work more effectively to double your capacity and grow your business.

We are known for our Intelligent AI-powered SMS and Powerful Email Automation. Why? Because our brokers have seen a 70% improvement in customer engagement when using our bot.

Our intelligent AI-powered SMS Chatbot can reach out to your clients/leads using natural conversationsand book in appointments, saving you time!

Our email automation is also a great tool to use to keep your customers engaged on what’s happening in the market based on their preference.

Offer exactly what your customers want to see and at the right time using Effi’s predictive sending feature. You can easily create campaigns in minutes!

In addition to our 2 most popular features, Effi also offers:

*White Label Branding with your company logo and branding
*Sleek Consumer Portal for your customers to communicate, complete their fact find, and upload their documents including bank statements from one portal
* Automated Income, Expense, Asset and Liabilities categorization from Bank Statements for both customer and broker
*Grow your business with purchase of qualified appointments from high traffic websites
*Efficient Lead Management with tasks and reminders

More features are getting released every week and we are always looking for broker partners who are keen to provide us feedback. 

Register your interest at effi.com.au

Mortgage Ezy is a dynamic, innovative Non-Bank Lender operating throughout Australia. As a disruptor, Mortgage Ezy has shaken up the mortgage market since its inception in 2001 by using technology to enhance its service offering across a diverse and wide range of loans. It has filled the gaps in the market with specialty products including SMSF Residential & Commercial together with delivering sharp rates to provide a genuine alternative for Owner Occupier and Investment loans with all the bells and whistles. Preferring to assess borrowers on their individual merits rather than taking a cookie cutter approach has seen Brokers voting with their feet in droves. Too Ezy!