Email and SMS for mortgage brokers

Be the broker they hear from first.

MailManager runs branded email and SMS for brokers and broker groups, automates client follow-up from enquiry to refinance, and shows you who is engaging right now, across every broker in the network.

  • Email and SMS
  • Automated client journeys
  • Live reporting per broker
  • Hosted in Australia
Reply from Priya R."Yes, keen to look at refinancing before the fixed rate ends."
JLJames L. is engagingOpened 4 emails and clicked the rate update twice. Call today.

Built in Brisbane by the team behind iRealty, the email platform used by real estate teams across Australia and New Zealand.

  • Spam Act compliant sending
  • Data hosted in Sydney
  • Done-for-you set-up
  • Local support
The problem

Most refinances are lost quietly, months before they happen.

A client's fixed rate ends. Rates move. A past client's circumstances change. If the last thing they heard from you was a settlement email two years ago, the next broker they speak to is whoever advertised that week.

  • Your trail book is your businessEvery client who refinances elsewhere takes trail with them. Staying in touch is the cheapest retention you will ever buy.
  • Brokers cannot follow up everyone by handA book of 800 clients needs hundreds of touchpoints a year. That is not happening between appointments.
  • Groups cannot see what is being sentWithout one view, you find out about an off-brand email or a silent branch after the damage is done.

Without MailManager

Fixed rate ends
Client gets a bank letter
Rate cut announced
Silence, or a rushed email
Who is thinking about a loan
Unknown
Follow-up timing
Whenever someone remembers

With MailManager

Fixed rate ends
Review sequence starts 90 days out
Rate cut announced
Branded update sent to every client
Who is thinking about a loan
34 engagement signals today
Follow-up timing
Automatic, with the broker alerted
How it works

Set it up once. Stay in front of every client.

Three steps from a quiet database to a book that keeps producing settlements and referrals.

  1. Bring your clients in

    Import your book from your CRM or a spreadsheet. We apply your branding, build your templates and set up your first campaigns for you.

  2. Switch on the journeys

    Fixed-rate reviews, settlement anniversaries, pre-approval nurture and enquiry follow-up run in the background, by email and SMS.

  3. Call the clients who are ready

    MailManager reads opens, clicks and replies and tells each broker who to call today. Groups see it all in one live dashboard.

Customer Journeys

The fixed-rate review that runs itself.

Set the trigger, build the steps, and let every client move toward a conversation while your brokers are in appointments.

  • Starts 90 days before the fixed rate endsA branded email explains what happens next and offers a review.
  • Follows up by SMS if there is no responseA short text from the broker's own number, with a link to book a time.
  • Alerts the broker when the client engagesTwo opens or a click, and the broker gets a prompt to call. Booked review, the journey ends.
  • StartFixed rate ends in 90 daysTrigger from the client's loan date
  • EmailYour fixed rate is ending. Here is what to expect.Sent straight away, in your brand
  • Wait5 daysThen check engagement
  • SMSHi Priya, it's Sam. Want 15 minutes to look at your options?Sent only if the email was not opened
  • ActionNotify the brokerClient opened twice or clicked the booking link
  • ExitReview bookedClient leaves the journey
Who it's for

From a single broker to a national network.

Brokers

Keep your book warm

  • One-click monthly newsletter
  • Rate update and market templates
  • Fixed-rate and settlement journeys
  • Know who to call today
For brokers
Brokerages

Consistent across the team

  • Shared templates, each broker's name and number
  • Campaigns that run for every broker at once
  • Engagement alerts routed to the right broker
  • Reporting by broker
For brokerages
Groups and aggregators

Brand control and one live view

  • Approved templates across every branch
  • Enterprise Dashboard for leaders and marketing
  • Role-based access by group, state and branch
  • Multi-branch rollout and training
For broker groups
Why MailManager

Built for how brokers actually work.

Everything in one place

Email, SMS, journeys and reporting in a single platform, so nobody is stitching three tools together with spreadsheets.

Branded, every time

Your logo, colours and fonts are applied to every template before launch. Every broker sends with the same polish, under their own name.

Compliant by default

Opted-in contacts only, an unsubscribe in every email and SMS, bounce protection, and data hosted in Australian data centres.

Set up for you

We connect your data, apply your brand, build your campaigns and train your team. Most accounts are live in around ten working days.

Signals, not just sends

Opens, clicks and replies are read together so each broker knows who is warming up, not just how many people opened the newsletter.

Local team, Australian hosting

Support from our team in Brisbane, by phone or email, and client data that stays in Sydney.

Good to know

Questions brokers ask us.

Do I need to change my CRM?

No. MailManager sits alongside the CRM or aggregator platform you already use. Bring your client list across from your CRM or a spreadsheet, and we keep it tidy from there. Groups on Enterprise plans can connect systems through our API.

Is it compliant with the Spam Act and privacy rules?

Yes. Messages go only to contacts who have consented, every email and SMS carries an unsubscribe, bounces and opt-outs are handled automatically, and your data is hosted in Australian data centres.

How much work is it to set up?

Very little on your side. You confirm the plan, send us your logo and brand details, and share your contact list. We build the templates, configure the campaigns and journeys, and train your team. Most accounts go live in around ten working days.

Can each broker send under their own name?

Yes. Templates are shared across the team or group, but every send carries the individual broker's name, photo, phone number and signature. SMS goes out from the broker's own assigned number.

We are a group. Can we control what brokers send?

Yes. Group and state teams manage approved templates and campaigns, brokers personalise within them, and the Enterprise Dashboard shows what every branch is sending and how it is performing.

Book a demo

See MailManager on your own book.

A 20-minute walkthrough of the templates, journeys and reporting, with your branding on it. Bring your database size and we will confirm pricing on the call.

Book a demo See pricing

Prefer to talk first? Call 1300 855 982.