Deal Pipeline & CRM
Your entire book of business lives on a visual Kanban board. Drag deals across stages you define yourself, from first enquiry through to settlement, and open any deal for a complete view of contacts, documents, tasks, notes, communications and AI insights. Switch between Kanban, table and list views, and filter by stage, owner, value, probability or date to manage deals at any scale.
360-degree deal view
Contacts, documents, tasks, notes, communications and AI insights on one screen.Kanban, table and list views
Work the way you prefer and switch between views instantly.Advanced filtering and search
Filter by stage, owner, value, probability or date, with full-text search across the book.AI lead scoring
Every deal gets a quality score based on its characteristics and client engagement.Bulk actions
Update, reassign or progress many deals at once.Won and lost tracking
Mark outcomes with reasons so you can learn from your pipeline.Complete audit trail
Every change is logged automatically for accountability and compliance.
Your pipeline in real time
Real-time updates mean your team sees deals move as they happen. Each deal page carries a full activity timeline, linked contacts with their own communication history, tasks with due dates and overdue flags, internal notes for collaboration, and AI suggestions for the next best action.
- Real-time board that updates as your team works
- Activity timeline on every deal
- Tasks with due dates and overdue tracking
- Internal notes for team collaboration
- AI-suggested next actions per deal
More than a generic CRM
Built for mortgage brokers who need more than a generic CRM. Deal Pipeline replaces scattered spreadsheets and disconnected tools with one intelligent platform that keeps the whole team aligned from first enquiry to settlement, and syncs two-way with Connective so you are never double-keying.
- Two-way Connective Mercury and Nexus sync
- Deal assignment and team collaboration
- Automation triggers tied to deal activity
- Complete, automatic audit trail
Get Started
Ready to streamline your brokerage?
Automate your back office, onboard clients through a branded portal, and let AI handle the document work. Spend your time on the conversations that win deals.
Easy Onboarding
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Australian Built
Setup in Minutes