Turn every enquiry into a settled loan without losing leads to slow follow-up or endless document chasing.
Mortgage brokers lose deals in the gaps: an enquiry that sat overnight, a payslip that never arrived, a pre-approval that lapsed because nobody followed up. CRMandGo comes preconfigured for broking with the pipeline stages, terminology and document checklists you already use, so the system fits your process from day one. Enquiries are captured, scored and chased automatically, so your time goes to writing loans, not herding paperwork.
Pipeline stages from enquiry through pre-approval, conditional and settlement, plus the lending terminology and document checklists brokers expect. No months of configuration before you can write a loan.
Send applicants a branded portal to upload payslips, bank statements and ID themselves. You stop chasing by email and SMS, and every file lands in the right place against the deal.
Every enquiry gets an AI score and a short brief, so you know which borrowers to call first and walk into the conversation already across their situation.
An AI receptionist captures and triages enquiries over web chat and SMS, and texts back missed calls, so a borrower who lands after hours becomes a lead instead of going to the next broker.
Describe the accountants, agents and buyers agents who make good referrers and AI suggests partners to approach, send each a tiered referral agreement to sign electronically or export as a PDF, and record the agreed fee automatically, flat, percentage or tiered, whenever a referred loan settles.
Assess capacity inside the deal: the assessment rate adds the 3% APRA buffer to the product rate (adjustable), income tax and the Medicare levy are estimated, credit cards are assessed at 3.8% of the limit, and living expenses use the greater of declared spending and an estimated HEM benchmark you confirm against your licensed figure. Estimates to support your assessment, not financial advice.
CRMandGo drafts the objective and capacity commentary for your NCCP "not unsuitable" assessment from the figures in the deal, using a fixed template rather than AI, so no financial information leaves the process. You review and confirm it before it is saved.
Issue a Consumer Credit Quote showing the comparison rate, fees, commission disclosure and total amount payable, time-stamped so you can show when it was provided, for regulated consumer credit. Generate Best Interests Duty and Credit Proposal Disclosure documents from the client's Fact Find as branded drafts for you to review and approve.
Keep your panel's products, rates and fees in one table, and import indicative bank rates from Open Banking to start it, then rank products for a client's scenario by repayment, comparison rate and total payable. Lender-published comparison rates are used where you have them.
Give borrowers a branded tracker that walks them through seven stages from getting started to settlement day, in plain language, so they stop ringing to ask where their loan is up to.
Import a commission statement and match it against your deal book, so missing and mismatched upfront and trail payments show up instead of disappearing into a spreadsheet.
See every deal and its stage live, and route incoming leads automatically: manually, round-robin by broker availability, claim-first, or by priority on Professional plans and above, with a fallback so no lead is left unassigned. Report on conversion across your channels and your team.
CRMandGo is Australian-owned and part of the MyAndGo ecosystem. Your data is stored onshore in Sydney, under the Australian Privacy Principles. Start free, no card needed.
Yes. It ships with a mortgage broking pack covering Australian lending pipeline stages, terminology and document checklists, so it reflects how broking actually works here rather than a generic overseas sales CRM. You can refine the stages and labels to match your own process.
No. CRMandGo takes a deal from enquiry to lodgement-ready, with the serviceability, preliminary assessment, Credit Quote and Best Interests Duty documents in one place, and you lodge through your aggregator's platform as you do today. It also does not service loans after settlement.
No. It uses standard Australian assessment conventions, including the APRA buffer, to give you an estimate while you work up the deal. The HEM figure is an estimate you confirm against your licensed HEM source, and each lender applies its own policy when it assesses the application.
All data is stored onshore in Sydney and handled in line with the Australian Privacy Principles. CRMandGo is Australian-owned, so your borrowers' sensitive financial information is stored in Australia.
Each applicant gets a branded deal room where they upload their own documents against a checklist tailored to their loan. You can also send enquiry-specific smart intake forms whose answers attach straight to the lead, so nothing is rekeyed.
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