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The best mortgage broker CRM software in Australia (2026)
We build Lend1, so we're not pretending to be neutral, but this guide covers the whole landscape honestly, including the platforms we compete with, with published pricing wherever it exists.
Broker software in Australia splits into two camps. Aggregator platforms (Mercury Nexus, Suite360, MyCRM, Infynity) come bundled with membership and cost nothing extra, but they stay behind if you ever change aggregator. Independent platforms (Lend1, Salestrekker, BrokerEngine Classic, Mystro, Effi, Brokerbench) are yours regardless of where you lodge, and compete on capability rather than bundling.
The comparison table and mini-reviews below reflect each vendor's published information as at July 2026. Where a vendor doesn't publish pricing, we say so rather than guess.
At a glance
| Platform | Published pricing (AUD) | Aggregator lock-in | Standout |
|---|---|---|---|
| Lend1 | $149, $299 or $499/month flat | None | AI CRM + white-label client onboarding portal, Mercury Nexus sync, open banking via Fiskil |
| Salestrekker 2.0 | $99.99–$249.99/user/month +GST | None (also white-labelled by several aggregator groups) | Full multi-vertical origination CRM at 9,000+ user scale |
| BrokerEngine | $163.90–$220/user/month inc GST + $1,000 setup | Classic tier open to all; Plus tier (ApplyOnline lodgement) AFG only | Workflow depth for multi-staff broker teams |
| Mystro | Not published (BrokerX bundle from $119/month ex GST) | None | AI Copilot onboarding: fact finds, documents, credit checks, eSign |
| Effi | $180–$250/broker/month | None | Lead generation plus AI chatbot, notetaker and EffiSign |
| Brokerbench | Not published | None | Simple client portal with document collection and smart checklists |
| Connective Mercury Nexus | Included with Connective membership | Connective members only | All-in-one member platform with Open Banking Financial Passport and DigiSign |
| Aggregator suites: AFG Suite360, LMG MyCRM, Finsure Infynity | Included with the respective membership | Members of that aggregator only | Bundled CRM, compliance, analytics and lodgement per aggregator |
The platforms, honestly reviewed
Lend1
That's us, so read this entry with that in mind. Lend1 pairs an AI-powered CRM with a white-label onboarding portal that carries your brand: clients complete fact finds, share verified bank data through open banking, and sign documents in one flow, and the results sync into Connective Mercury Nexus. Flat per-brokerage pricing, AI on every plan.
See the full feature set →Salestrekker 2.0
The heavyweight independent: a complete origination CRM spanning residential, commercial and asset finance, used directly and as the white-label engine behind platforms like SFGconnect. Per-user pricing, with Salestrekker AI reserved for the Premium tier.
Lend1 vs Salestrekker →BrokerEngine
AFG-owned and process-obsessed: auto-prioritised tasks, dynamic checklists and automated client comms aimed at growing firms. The deepest capabilities sit in the AFG-only Plus tier; everyone else gets Classic. Per-user pricing plus a one-time setup fee.
Lend1 vs BrokerEngine →Mystro
The closest platform to Lend1 in spirit: AI-driven client data collection with built-in eSign and Equifax/Illion credit checks, stored onshore. Core pricing isn't published, and aggregator-platform sync and open banking don't appear in its public materials.
Lend1 vs Mystro →Effi
Leans hardest into growth tooling: lead gen, an AI chatbot and notetaker, and its own eSign, with claimed integration coverage across most aggregator software. Priced per broker.
Brokerbench
Not a full CRM, but a deliberately simple client portal for onboarding and document collection with auto-reminders, white-label branding on its Broker Pro plan, and Australian data residency. A lighter-weight option if a portal is all you need.
Connective Mercury Nexus
The strongest of the aggregator-bundled platforms: workflows, client portal, open banking verification and eSign at no extra software cost, if you're a Connective member. Lend1 two-way syncs with it, so members can run both.
Lend1 vs Mercury Nexus →Aggregator suites: AFG Suite360, LMG MyCRM, Finsure Infynity
Each major aggregator bundles its own platform with membership: AFG's Suite360, LMG's MyCRM and Finsure's Infynity (with a successor, Metanoia, announced). Capable and free-with-membership, but tied to staying with that aggregator, which is the common reason brokers add an independent layer on top.
All pricing and feature claims are drawn from vendor websites and trade press as at July 2026 and will date, so confirm current details with each vendor before deciding.
Choosing for your own brokerage? Start with what Lend1 does and what it costs, or get a walkthrough with your own scenarios.
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