Broker Engine
Off an expensive Microsoft Dynamics licence and onto a purpose-built CRM — now widely regarded as Australia's best for mortgage brokers.
- net promoter score
- 92%net promoter score
- saved in annual licence fees
- $100,000ssaved in annual licence fees
Broker Engine was stuck on Microsoft Dynamics: costly to licence, awkward to change, and never quite shaped like the way mortgage brokers actually work. Every improvement meant bending the business around the platform instead of the other way round.
We moved them off it onto a custom CRM built specifically for mortgage broking workflows — applications, compliance, document handling, and the pipeline visibility brokers need. The move saved hundreds of thousands of dollars a year in licence fees alone.
The result is a product many in the industry consider Australia's best CRM for mortgage brokers, with a 92% net promoter score among its users.
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