Best Apps for Australian Mortgage Brokers (Top 7 Picks for 2026)

Last updated on October 22nd, 2026.

Australian mortgage brokers use software to manage their businesses as more work moves online. This directory compares tools designed to improve how a brokerage operates.

These tools are designed for the Australian market to simplify loan processing and communication while supporting compliance. They reduce workflow demands so you can focus on building client trust.

Track My Trail

Track My Trail helps mortgage brokers manage their trail book. Brokers can track monthly changes in trail income to understand what is happening in their business.

The platform shows where trail income grows or declines. You can identify clients who have paid down loans or made other changes that affect income, then use that information to make timely decisions.

Track My Trail keeps detailed records of client movement so brokers can follow gains and losses. Those records support client relationship management and opportunity tracking.

Brokers can also use the data to identify client trends and growth opportunities when planning their business strategy.

Website: https://trackmytrail.com.au/

Bulma

Bulma is an AI-driven policy intelligence platform that gives Australian mortgage brokers what fragmented PDFs and unreliable memory can’t: immediate, source-based answers to any lender policy query. The challenge with policy research is that it doesn’t scale. 

As brokers manage more lenders and increasingly complex cases, staying up to date with every guideline, exception and threshold becomes overwhelming. Documents are scattered across portals, updates are delivered with little notice, and mistakes can lead to rejected applications or frustrated clients. Bulma solves this by providing a continuously updated database of current lender credit policies and a community-sourced repository of known exceptions. 

Brokers can ask questions in simple language – “Which lenders accept casual income under 12 months?” or “What are the big 4’s policies on cryptocurrency as genuine savings?” – and receive accurate responses, with the exact policy referenced and its most recent verification date. Unlike ChatGPT or other general AI tools that might generate confident but incorrect answers, Bulma only presents information backed by verified policy documents. 

This transparency lets brokers act confidently or verify the source themselves. The exception database shows successful workarounds and conditional approvals, reducing the effort involved in policy research. 

Website: https://bulma.com.au/

PropVA

PropVA is a portfolio intelligence platform that helps mortgage brokers draw investment insights from property data.

Powered by AI, the software processes and verifies property documents to deliver real-time calculations of returns, yields and equity growth across investment portfolios. Automated dashboards show the results immediately without manual spreadsheets.

PropVA supports Australian refinancing and long-term portfolio planning with tax deduction tracking, financial year alignment and accountant-ready reports.

Brokers can use PropVA’s accurate, always-current portfolio data to give sophisticated investment advice.

Website: https://propva.com.au/

BrokerEngine

BrokerEngine is a workflow and automation platform built for mortgage broking teams. Its industry-specific design aims to simplify processes as teams grow and improve the client experience.

BrokerEngine automates routine workflows and tasks to save brokers time. With less manual work, teams can spend more time with clients and on business planning, improving efficiency and service quality.

Its functions are designed for the mortgage process and the problems brokers face. They follow industry best practices to help mortgage teams manage their work.

BrokerEngine scales from small teams to large organisations as a brokerage’s needs change, without reducing performance. Teams can continue using it to manage workflows and client service as they grow.

Website: https://brokerengine.com.au/

Sherlok

Sherlok is a client retention automation tool created for mortgage brokers. It automates the repricing and refinancing of loans, ensuring brokers can keep their current clients. Using algorithms, Sherlok detects when clients are overpaying on interest rates and automatically adjusts them to offer lower rates, reducing the likelihood of losing clients. 

This platform allows brokers to grow their loan portfolios by retaining existing clients, which is far more cost-effective than acquiring new ones. Sherlok ensures brokers stay proactive with rate management.

Services Offered:

• Automated repricing and rate tracking for mortgage brokers
• Predictive analytics for evaluating client retention (Sherlok Retention Score)
• Automated refinancing to keep clients in the loan book
• Home Loan Spotlight Report providing insights into pricing and refinancing trends
• Customizable tools to monitor rates and discover refinancing opportunities
• Broker resources including FAQs and demo videos

Website: https://www.sherlok.com.au/

Quickli

Quickli combines more than 30 lender calculators in one interface to simplify mortgage servicing calculations. Brokers can save time while maintaining accurate results. 

Quickli includes lender-specific policies in its results, making it easier to manage calculations for complex scenarios. 

The platform has a traffic light system to identify suitable lenders and those that need further analysis or fail serviceability standards. It also automates calculations for HECS, rent, self-employed income and product rates.

Calculator functions:

• Integration of over 30 lender calculators in one platform.
• Detailed policy insights including DTI, LTI, surplus allowance, etc.
• Traffic light system for quick lender assessment.
• Automatic handling of HECS, rent, self-employed income and additional expenses.
• Simplified servicing checks to reduce time and effort.

Website: https://quickli.com.au/

DocuSign 

DocuSign Australia provides electronic signatures and agreement management. Businesses can create and sign contracts, then manage them digitally to save time and improve productivity. 

The platform follows stringent security and compliance standards and is trusted by millions globally. It serves finance, government and real estate, among other sectors, with tools for businesses of all sizes and individuals. 

Services Offered:

• Electronic Signature (eSignature): A secure and intuitive digital signature solution across devices.
• Contract Lifecycle Management: Optimises contract creation, review and approval.
• Document Generation: Automates document creation using pre-built templates.
• Workflow Automation: Streamlines complex workflows for better efficiency.
• Identity Verification: Ensures signer authentication to minimise fraud.
• Agreement Analytics: Provides insights into contract data to inform decision-making.
• Storage and Management: Safely stores agreements with easy access.

Website: docusign.com.au