The CRM Australian mortgage brokers actually want to open on a Monday.
Loan Saver runs your pipeline from first call to settlement — borrower comms, document collection, referral tracking, trail and clawback visibility. Built in Australia, for Australian brokerages.
- NCCP
- aware
- BID
- logged
- Aggregators
- agnostic
- ✓ ID + payslips
- ✓ 3mo bank statements
- · Council rates (chase Tue)
Every file. Every stage. One screen.
Move borrowers through enquiry, fact-find, pre-approval, submission, conditional, formal, and settlement. No spreadsheets, no Trello workarounds.
Built for loan writers, not landing pages.
SMS + email threads attached to each file. Templates aware of stage and lender.
Request, chase, receive. Borrowers upload from a phone link — no portal logins.
Where every settled loan came from. Pay your partners on time, every time.
Forecast trail, flag clawback risk, reconcile commission statements monthly.
Best Interests Duty notes time-stamped against the file. Audit-ready, not retrofit.
Bring your own — Connective, AFG, LMG, FAST. We don't lock you in.
We're building Loan Saver in the open. Get on the list.
Early waitlist brokers help shape the roadmap and get foundation pricing at launch.