BrokerConnect

For mortgage brokers, BrokerConnect brings all your introducer relationships and lead flow into one place.

BrokerConnect is a professional platform built for mortgage brokers and their introducer networks.

For mortgage brokers, BrokerConnect brings all your introducer relationships and lead flow into one place. Receive inbound referrals from your introducer partners, review and action leads directly from your phone, update deal stages as applications progress, and manage introducer commission payments — all without switching between systems.

For introducers and referral partners, BrokerConnect makes it easy to submit client referrals to your broker, track exactly where each referral stands in the mortgage pipeline, and view your commission earnings and payment status in real time.

KEY FEATURES FOR BROKERS

• Receive and manage leads from your entire introducer network
• Track deals through a fully customisable pipeline
• Approve or reject incoming referrals with a single tap
• Log broker notes and contact status on each lead
• Manage introducer commission structures and mark payments
• Invite and manage your broker team

KEY FEATURES FOR INTRODUCERS

• Submit client referrals quickly with key mortgage details
• Track referral status from submission through to completion
• View commission earned, due, and paid
• Receive push notifications when your leads are updated
• Access a full referral history and commission statement

DESIGNED FOR PROFESSIONAL NETWORKS BrokerConnect supports multi-level introducer organisations, including company accounts with managers and adviser teams. Commission is automatically calculated and attributed across your organisation structure.

Whether you are a sole mortgage adviser managing a handful of introducer relationships, or a growing broker firm with a network of referring partners, BrokerConnect gives you the tools to run your introducer pipeline professionally and transparently.