Best Apps for Australian Mortgage Brokers (Top 7 Picks for 2026)

Super Editor January 9, 2026

Last updated on January 19th, 2026.

For Australian mortgage brokers, the right tools can turn challenges into real opportunities. As the industry embraces digital change, technology has become a broker’s best friend. This directory brings together the top software to improve your business operations.

With solutions designed to streamline loan processing, communication, and compliance, these tools are created specifically for the Australian market. Simplify your workflow and focus on cultivating strong client trust and confidence.

Track My Trail

Track My Trail is a tailored tool for mortgage brokers, offering a simple yet effective approach to managing your trail book. With this software, brokers can track monthly changes in trail income and stay in control of their business.

The platform delivers clear insight into income movement, showing where growth or decline occurs. You can quickly identify clients who have paid down loans or made changes affecting income. This transparency allows brokers to make informed and timely decisions.

Track My Trail also maintains detailed records of client movement, helping brokers understand gains and losses at all times. It is an essential tool for relationship management and opportunity tracking.

Beyond basic tracking, the software provides insights that help improve business strategy. From identifying client trends to uncovering growth opportunities, Track My Trail gives brokers the data needed to succeed.

Website: https://trackmytrail.com.au/

Bulma

Bulma is an AI-driven policy intelligence platform that gives Australian mortgage brokers what fragmented PDFs and unreliable memory can’t: immediate, source-based answers to any lender policy query. The challenge with policy research is that it doesn’t scale.

As brokers manage more lenders and increasingly complex cases, staying up to date with every guideline, exception, and threshold becomes overwhelming. Documents are scattered across portals, updates are delivered with little notice, and the cost of mistakes – a rejected application or a frustrated client – is significant. Bulma solves this by providing a continuously updated database of current lender credit policies and a community-sourced repository of known exceptions.

Brokers can ask questions in simple language – “Which lenders accept casual income under 12 months?” or “What are the big 4’s policies on cryptocurrency as genuine savings?” – and receive accurate responses, with the exact policy referenced and its most recent verification date. Unlike ChatGPT or other general AI tools that might generate confident but incorrect answers, Bulma only presents information backed by verified policy documents.

This transparency lets brokers act confidently or verify the source themselves. The exception database enhances the platform by surfacing successful workarounds and conditional approvals. With Bulma, policy research is no longer a burden.

Website: https://bulma.com.au/

PropVA

PropVA is a portfolio intelligence platform that helps mortgage brokers transform property data into strategic investment insights.

Powered by AI, the software processes and verifies property documents to deliver real-time calculations of returns, yields, and equity growth across investment portfolios. Automated dashboards provide instant clarity without reliance on manual spreadsheets.

Australian-specific capabilities—including tax deduction tracking, financial year alignment, and accountant-ready reports—make PropVA particularly effective for refinancing and long-term portfolio planning.

PropVA enables brokers to deliver sophisticated, data-backed investment advice using accurate, always-current portfolio data.

Website: https://propva.com.au/

BrokerEngine

BrokerEngine is a bespoke workflow and automation platform created specifically for mortgage broking teams. It aims to improve the client experience while streamlining processes at scale. Unlike many other automation platforms, BrokerEngine was built with the unique requirements of mortgage brokers in mind, making it highly specialised for this industry.

One of the standout features of BrokerEngine is its ability to automate routine workflows and tasks, delivering significant time savings for brokers. By reducing manual workloads, teams can focus on more valuable client engagement and strategic initiatives. This not only increases efficiency but also enhances the overall quality of service provided to clients.

What sets BrokerEngine apart is its customised approach. Unlike generic tools, it understands the complexities of the mortgage process and the challenges brokers face. Each feature has been carefully crafted to align with industry best practices, ensuring mortgage teams have the tools needed to operate seamlessly.

Furthermore, BrokerEngine’s scalability ensures it can grow alongside a brokerage business. Whether supporting a small team or a large organisation, the platform adapts to changing needs without compromising performance. This makes it a reliable long-term solution for mortgage brokers aiming to optimise workflows and deliver exceptional client service.

Website: https://brokerengine.com.au/

Sherlok

Sherlok is a client retention automation tool created for mortgage brokers. It automates the repricing and refinancing of loans, ensuring brokers can keep their current clients. Using algorithms, Sherlok detects when clients are overpaying on interest rates and automatically adjusts them to offer lower rates, reducing the likelihood of losing clients.

This platform allows brokers to grow their loan portfolios by retaining existing clients, which is far more cost-effective than acquiring new ones. Sherlok ensures brokers stay proactive with rate management.

Services Offered:

Automated repricing and rate tracking for mortgage brokers
Predictive analytics for evaluating client retention (Sherlok Retention Score)
Automated refinancing to keep clients in the loan book
Home Loan Spotlight Report providing insights into pricing and refinancing trends
Customizable tools to monitor rates and discover refinancing opportunities
Broker resources including FAQs and demo videos

Website: https://www.sherlok.com.au/

Quickli

Quickli is a cutting-edge platform designed to simplify mortgage servicing calculations for brokers. It merges more than 30 different lender calculators into one cohesive interface, saving brokers time while ensuring accuracy.

By incorporating lender-specific policies into its results, Quickli reduces the complexity involved in managing multiple calculators, making it perfect for more intricate scenarios.

The platform features a traffic light system that helps brokers quickly identify suitable lenders, those requiring further analysis, and those who fail to meet serviceability standards. It also automates important calculations such as HECS, rent, self-employed income, and product rates for a smoother user experience.

Key Features:

Integration of over 30 lender calculators in one platform.
Detailed policy insights including DTI, LTI, surplus allowance, etc.
Traffic light system for quick lender assessment.
Automatic handling of HECS, rent, self-employed income, and additional expenses.
Simplified servicing checks to reduce time and effort.

Website: https://quickli.com.au/

DocuSign

DocuSign Australia delivers a comprehensive platform for electronic signatures and agreement management. Its design is focused on simplifying and digitising the agreement process, enabling businesses to create, sign, and manage contracts with ease, thus improving time efficiency and productivity.

With a focus on security and compliance, the platform follows stringent standards, earning trust from millions globally. Their solutions cater to various sectors such as finance, government, and real estate, supporting businesses of all sizes as well as individuals.

Services Offered:

Electronic Signature (eSignature): A secure and intuitive digital signature solution across devices.
Contract Lifecycle Management: Optimises the contract creation, review, and approval process.
Document Generation: Automates document creation using pre-built templates.
Workflow Automation: Streamlines complex workflows for better efficiency.
Identity Verification: Ensures signer authentication to minimise fraud.
Agreement Analytics: Provides insights into contract data to inform decision-making.
Storage and Management: Safely stores agreements with easy access.