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Check out the broker solution that simplifies your compliance, saves you time, and delivers peace of mind with every deal.
For mortgage brokers, compliance isn’t just a formality, it’s like a safety net, protecting your clients and your business. Keeping up can sometimes feel overwhelming, but it’s also essential.
Staying compliant means meeting responsible lending and best interests' duty obligations. Dropping the ball could lead to reputational damage, a loss of client trust, loss of practice and even financial penalties.
According to the Finance Brokers Association of Australia (FBAA)’s November 2024 monthly broker poll report, regulatory and compliance tasks are the second-largest contributor to broker workloads. The real challenge isn’t just understanding the rules, it's ensuring your processes are updated to reduce the risk of missed paperwork, late submissions, or incomplete applications. To help stay on top of it all, many brokers are turning to technology to streamline compliance and improving efficiency when processing deals.
Make compliance simpler
Keeping your business compliant can be tricky when your mind is in many places at once, that’s where BrokerEngine Plus comes in. It does more than just streamline loan applications and cut down admin time, it helps keep your brokerage organised with all your moving parts in one platform and customised workflows allowing you to focus on delivering outstanding customer service with easy-to-follow communication.
Designed to simplify compliance throughout the deal process, BrokerEngine Plus automates a lot of the heavy lifting to help brokers meet their requirements without the guess work.
Save time on every deal
Designed for brokers who want to move faster, BrokerEngine Plus uses tools to encourage a seamless journey from lead to lodgement. Its customisable automation features including to do tasks will help you stay on top of must-dos, helping you and your team feel more at-ease.
The integrated FinanceVault Client Portal easily collects supporting documents, at each stage of the application, in a safe and secure matter. Allowing you to spend less time sifting through documents, and more time on delivering great experiences for your clients.
Peace of mind with easy-to-use compliance features
Obtaining customers’ signatures on the Credit Guide, Credit Proposal and Privacy Consent can be a tedious and time-consuming process, which can mean sacrificing your focus on your clients. BrokerEngine Plus simplifies these roadblocks with streamlined processes for Credit Guides, Privacy Policies, and Credit Proposals, all via FinanceVault.
It’s a compliant, user-friendly feature that removes the need for wet or electronic signature tools like DocuSign. Instead, a simple checkbox from your client is all it takes to keep things moving.
What’s next?
Ready to take the guess work out of compliance? Book a demo to see how BrokerEngine Plus helps keep your brokerage protected and running smoothly - so you can focus on growing your business and supporting your clients.
Supporting you throughout your broker journey
Explore our downloadable ebooks for valuable insights into the latest opportunities.
Get the inside track on building the referral network that could be the difference maker for you as a mortgage broker in our guide to building your referral network.
Discover our 8-step plan to take the leap and become a self-employed mortgage broker in our guide to starting your own mortgage brokerage.
Learn the strategies and tactics used by some of Australia’s most successful brokers in our guide to high performance broking.
Contact us for more information about how we can support you throughout your journey.
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