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.
See every deal and its stage live, route incoming leads to the right broker automatically, and report on conversion across your channels and your team.
CRMandGo is Australian-owned and part of the MyAndGo ecosystem. Your data is kept 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.
All data is kept onshore in Sydney and handled in line with the Australian Privacy Principles. CRMandGo is Australian-owned, so your borrowers' sensitive financial information stays 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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