Deal Pipeline & CRM
Your entire pipeline lives on a visual Kanban board. Drag deals across customisable stages, from New Lead through to Settled, and drill into any deal for a complete 360-degree view of contacts, documents, tasks, communications, and AI insights. Switch between Kanban, table, and list views with advanced sorting and filtering to manage deals at scale.
What to Expect
Real-time updates mean your team sees deals move as they work. Comprehensive deal detail pages include full activity timelines, contact management with linked documents and communication history, task assignment with due dates and overdue tracking, internal notes for team collaboration, and AI-powered insights.
- Customisable pipeline stages with colour options
- 360-degree deal views with activity timeline
- Kanban, table, and list views
Qualifications & Requirements
Built for mortgage brokers who need more than a generic CRM. Deal Pipeline replaces fragmented spreadsheets and disconnected tools with a single, intelligent platform that keeps your entire team aligned from first enquiry to settlement.
- Bulk actions and advanced filtering
- Deal assignment and team collaboration
- Complete audit trail of every change
By The Numbers
Built to streamline every step of the broker workflow
0%
Less time
on admin tasks
0min
Average loan
application time
Pricing Plans
Simple pricing. Scale as you grow.
Starter
Built for solo brokers and lean teams running their first deals on a real platform. Sensible limits, full feature set, room to grow.
- 3 team members
- 30 active deals
- 500,000 AI credits per month
- 50 SMS messages per month
- 1 GB storage
- 5 workflow automations
- 1 chatbot
Pro
For established brokerages closing volume and ready to automate the busywork. Generous AI credits, room for a real team, and capacity to scale lead capture across multiple sites.
- 10 team members
- Unlimited deals
- 2,000,000 AI credits per month
- 500 SMS messages per month
- 10 GB storage
- 20 workflow automations
- 5 chatbots
Enterprise
For aggregator groups and high-volume brokerages that hit limits on other plans. Unlimited everything, one flat monthly fee, no matter how big the operation gets.
- Unlimited team members
- Unlimited deals
- 5,000,000 AI credits per month
- Unlimited SMS messages
- Unlimited storage
- Unlimited automations
- Unlimited chatbots
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