One platform. Every client touchpoint.
Email, SMS, automated journeys and live reporting, built for brokers and run for the whole group. Nothing to stitch together and nothing your brokers have to remember to do.
Branded email your clients actually open.
Rate updates, market commentary, first-home-buyer guides and a monthly newsletter, all in your brand and sent under each broker's name.
- One-click monthly newsletterA branded template your team sends in a single click, with each broker's details merged in.
- Templates for broker momentsRate announcements, fixed-rate reminders, settlement congratulations, referral asks and more.
- Smart audiencesSend to first-home buyers, investors, clients with a fixed rate ending this quarter, or anyone who engaged last month.
What it means for your repayments▼ 0.25%
Texts from the broker's own number, with replies that come back with context.
For the moments email is too slow: a booking reminder, a quick check-in after a rate change, or a nudge when a client clicked but did not reply.
- Your assigned numberEach broker sends from their own number, so replies feel personal and land with the right person.
- Tracked linksSee who clicked through to the booking page, the rate update or the application form.
- Reply alertsWhen a client texts back, the broker gets an alert showing who it is and what they are replying to.
Follow-up that runs in the background.
Journeys start on a trigger and keep working, by email and SMS, until the client converts or you tell them to stop.
- Triggers that matter to brokersA form submission, a fixed-rate date, a settlement, an enquiry or a download.
- Visual builderDrag in emails, SMS, delays, conditions and broker alerts. No code and no developers.
- Live viewSee where every client sits in every journey, from one screen.
- StartLoan settledTrigger
- EmailCongratulations, and what happens nextDay 1
- Wait30 daysThen continue
- EmailSettling in? A quick check on your repaymentsDay 30
- SMSKnow anyone buying? I would love to help them too.Day 90, from the broker's number
- EmailYour first-year loan health checkDay 365
See who is engaging, not just how many opened.
Every open, click and reply is read together so each broker gets a short list of who to call, and group leaders see what is working across the network.
- Engagement signalsClients who open repeatedly, click rate updates or revisit the booking page are surfaced as high intent.
- Reporting by broker and branchDelivered, opens, clicks, replies and signals, filtered by broker, branch, state or campaign.
- Enterprise DashboardOne live view across the whole group, with role-based access for leaders, marketing and brokers.
- JLJames L.Opened 4 emails, clicked rate update twiceCall today
- PRPriya R.Replied by SMS, review bookedBooked
- MTMarcus T.Fixed rate ends in 74 days, opened onceWarming
- AKAisha K.Clicked first-home-buyer guideWarming
- DNDaniel N.No activity in 60 daysRe-engage
The things that make it work day to day.
Brand set-up
Your logo, colours, fonts and broker signatures applied across every template before launch.
Hosted in Australia
Client data sits in Australian data centres, in Sydney, and never leaves the country.
Bounce and unsubscribe protection
Opt-outs and bounces are handled automatically, so your sending reputation and your compliance stay intact.
Role-based access
Group leaders see everything. State and branch managers see their teams. Brokers see their own clients.
Data in and out
Import from your CRM or a spreadsheet, export reporting for leadership meetings, and connect systems through the API on Enterprise plans.
Local support and training
One-to-one training for your team and a support desk in Brisbane that answers the phone.
Twenty minutes, your brand, your numbers.
We will show you the platform with your branding applied and walk through the journeys that fit your book.