Australian mortgage brokerage — NCCP compliance, AFCA, broker pipeline, serviceability, LVR, settlement.
Start free PricingFrom first enquiry to done, in the stages you actually use.
Calls your customers clients, each engagement a loan, your staff broker. No loan or generic labels.
A 101-question customer intake built for Mortgage Broking, e.g. What is the finance for?; In your own words, what are you trying to achieve?; Why are you seeking finance now?.
Collects Driver's Licence, Most recent payslip, Second most recent payslip, Bank statements.
Compliance built in: NCCP compliance.
Every question, stage, document and label is editable and toggleable per business.
Is CRMandGo suitable for Mortgage Broking?
Yes. CRMandGo ships a Mortgage Broking pack that tailors the CRM to your industry: it calls your customers clients, tracks each loan through 7 stages (Getting Started, Gathering Your Info, Checking Everything, Finding Your Best Deal, Submitted to Lender, Final Approval, Settlement Day!), and collects the documents your work actually needs.
Can I tailor the questions, stages and labels?
Yes. Every question, pipeline stage, document and label is editable and toggleable per business in settings, so these are sensible defaults you tune, not a rigid form.
Where is my data stored?
In Australia, in Google Cloud's Sydney region, with no replication offshore. CRMandGo is Australian owned and operated.
How much does CRMandGo cost?
CRMandGo has a free trial. See the pricing page for current plans, all in AUD.
Start free and CRMandGo shapes itself around your industry from day one.
Get started freePart of the AndGo Platform