A beautifully simple client portal your borrowers will actually use.
Deliver a premium, stress-free onboarding experience that helps you convert more clients — without creating more admin.
Trusted by 50+ brokers across Australia
Document received
Payslip_March.pdf
Onboarding time saved
↓ 60%
Trusted by modern brokers and advisers across Australia.
Features
Everything you need to convert leads into clients.
A complete client experience platform designed around how modern brokers work.
Smart Client Portal
Give clients a simple, guided onboarding flow. Your clients see exactly what you need — documents, tasks, questions, and compliance items — all in one intuitive space.
Automated Document Collection
Collect every document without the back-and-forth. Brokerbench keeps everything organised and automatically reminds clients when items are missing.
Fact Find Reimagined
A guided experience your clients will actually finish. Clear sections, helpful hints, and optional AI assistance ensure faster completion and fewer errors.
Easy Client Messaging
Stay connected, without chasing. Send updates, reminders, or clarifications — inside a secure, branded environment your clients trust.
Compliance Smart Checklist
Always know what's missing. A dynamic checklist that adapts to client type, loan structure, and scenario — so nothing slips through the cracks.
Broker Dashboard
Know where every client stands. A simple dashboard to see who's active, who's stuck, and what's needed to progress each loan.
Why brokers choose Brokerbench
Designed to remove friction from every early-stage mortgage conversation.
Brokerbench replaces the email back-and-forth, PDF forms, and clunky CRM portals with a beautifully simple experience your clients will actually complete.
- Build trust instantly with a modern client experience
- Reduce onboarding time by 60%
- Help clients upload everything correctly, the first time
- Stand out from competitors who rely on email
- Increase conversion from lead to committed client
Welcome back
Alex Johnson
Recent documents
Message from your broker
Hi Alex, looking great! Just need your liabilities section completed and we're ready to submit.
How it works
Up and running in minutes.
A fast, friendly experience for both sides of the mortgage conversation.
Invite your client
Send a personalised onboarding link in seconds. Your client receives a clean, branded portal invitation — no app download required.
They complete the guided steps
Your client follows a clear, step-by-step journey — uploading documents, completing the fact find, and ticking off compliance items.
You receive everything you need
All documents, completed forms, and compliance data land in your dashboard — organised, verified, and ready for submission.
Testimonials
Brokers who made the switch.
“My clients love how simple it is. It's exactly what the mortgage process was missing — a calm, professional experience that feels like a fintech app, not a spreadsheet.”
Sarah W
Senior Mortgage Broker
“I converted two clients in a single day using Brokerbench. The portal experience sets us apart from every other broker in our market. My clients comment on it every time.”
Jason T
Director, Broker Group
“The onboarding flow saves us hours each week. I wish we had this years ago — chasing documents over email was killing our conversion rates.”
Marina K
Broker Associate
“Our clients are in their 30s and expect a digital-first experience. Brokerbench delivers exactly that. It's become a core part of how we differentiate ourselves.”
David L
Independent Broker
“I was sceptical at first, but the fact-find completion rate went from 40% to over 90% after switching to Brokerbench. The guided flow makes all the difference.”
Rachel P
Senior Broker
Pricing
Simple, transparent pricing.
No hidden fees. No contracts. Cancel anytime.
Broker Starter
Perfect for independent brokers getting started with a premium client experience.
- Full client portal
- Document uploads
- Fact find
- Lite automations
- Email support
Broker Pro
For growth-focused brokers who want to maximise conversion and automate their workflow.
- Everything in Starter
- Advanced automations
- Smart reminders
- Compliance checklist
- White-label branding
- Priority support
Enterprise
For broker groups and multi-seat teams needing custom integrations and dedicated support.
- Everything in Pro
- Custom integrations
- Dedicated account manager
- SLA & uptime guarantee
- Custom onboarding
- Volume pricing
Brokerbench is a client portal platform built specifically for mortgage brokers. It replaces the email back-and-forth, PDF forms, and clunky CRM portals with a clean, guided onboarding experience your clients will actually complete.
Your aggregator CRM is built for compliance and loan submission — not client experience. Brokerbench sits at the front of your process, handling fact-finds, document collection, and client communication in a way that feels premium. It integrates with your existing workflow rather than replacing it.
No. Brokerbench is entirely web-based. Your client receives a personalised link via email and can complete their onboarding from any device — phone, tablet, or desktop — with no app download required.
Yes. Sign up today to start your free trial and explore the platform before committing.
Brokerbench works independently of your aggregator. Whether you're with Connective, AFG, Finsure, Choice, Plan, Loankit, or another network, you can use Brokerbench alongside your existing tools.
Clients see a clear list of required documents based on their loan type. They can upload directly from their phone or desktop, and Brokerbench automatically organises everything. You're notified as each item comes in, and smart reminders follow up with clients who haven't completed their upload.
Yes. All data is encrypted in transit (TLS) and at rest. We're hosted on Google Cloud infrastructure and are committed to Australian data residency. We never share or sell client data.
White-label branding is available on the Broker Pro plan. You can add your logo, brand colours, and custom welcome message so clients see a consistent experience that matches your business.