CRM Integrations with Aggregator Platforms for Brokers

Most Australian mortgage brokers operate under an aggregator, Connective, AFG, Finsure, PLAN, or similar. The aggregator provides the ACL, lender panel access, and compliance framework. When your CRM doesn't integrate with your aggregator platform, you're entering the same data twice: once in your CRM and again in the aggregator's system. Integration eliminates this duplication.

What integration should deliver

• Bi-directional data sync, changes in either system reflect in both
• Application submission directly from the CRM to the aggregator platform
• Status updates from the aggregator (approval, settlement) flowing back to CRM
• Compliance reports that pull data from both systems into a unified view
• Commission tracking from aggregator settlements mapped to CRM deals

The double-entry problem

Without integration, brokers enter client details in their CRM, then re-enter them in the aggregator's system for submission. This doubles the data entry work and creates discrepancy risk, a typo in one system that doesn't exist in the other. Integration means entering data once and having it flow accurately to both systems.

Choosing a CRM with aggregator integration

Ask your CRM provider: which aggregators do you integrate with? Is the integration API-based (real-time) or file-based (batch)? What data syncs in each direction? Is the integration maintained when the aggregator updates their platform? A CRM that claims 'integration' via CSV export isn't truly integrated, demand API-level connectivity.