THE CONNECTION BEHIND YOUR CLIENT EXPERIENCE
Keep clients informed from your desk or on the go. BrokerDesk and BrokerRelay Pro help you stay connected through the loan journey and beyond.
BrokerDesk illustration · Pro screenshot edited with sample names
ONE CONNECTED EXPERIENCE
Three connected experiences: BrokerDesk for your workspace, BrokerRelay Pro for brokers on the go, and BrokerRelay for your clients.
Bring client messages, application progress and document requests into a clear broker workspace.
Give clients a simple place to see progress, contact their broker and respond to requests.
BROKERRELAY PRO · FOR BROKERS ON THE GO
Between appointments or away from the office, BrokerRelay Pro gives brokers a mobile way to respond to clients and keep the conversation moving.
For your work on the move.
BROKERRELAY · THE CLIENT MOBILE APP
Give clients a simple, branded place to understand what’s happening, respond to requests and stay in touch with their broker.
See application progress and important loan updates.
Send messages, read announcements and call or email their broker.
View what’s needed and upload requested files for delivery to the approved broker destination.
Receive service check-ins and review communication in the same familiar app.
FROM FIRST CONTACT TO THE NEXT REVIEW
Keep clients informed through the application, then continue the conversation with service check-ins and loan reviews.
Connect your client, explain what’s needed and request documents while their application takes shape.
PRACTICAL TOOLS. STRONGER RELATIONSHIPS.
Use BrokerDesk at your desk and BrokerRelay Pro on your phone to respond to clients. Messages, announcements and in-app updates keep the loan journey connected.
Share client-friendly application descriptions, current status and progress history.
Clients respond to document requests in the app. Files are relayed to an approved broker email destination rather than kept as a permanent document repository.
Support approval and settlement communication, service check-ins and ongoing review reminders.
Company logos and colours bring your identity into the client experience, powered by BrokerRelay.
Company and broker roles support client assignment, staff access and company-specific information.
ALONGSIDE YOUR EXISTING SYSTEMS
Continue using your existing broker systems for fact-find, compliance and lender submissions. BrokerRelay focuses on communication, progress visibility and ongoing engagement.
This complementary workflow does not imply a live CRM integration.PRICING FOR GROWING BROKERAGES
Monthly packages based on settled loans. Amounts shown in AUD, excluding GST.
For a smaller monthly volume
$10 per additional settlement
Discuss BasicFor an established brokerage
$10 per additional settlement
Discuss ProfessionalFor a higher monthly volume
$10 per additional settlement
Discuss Premium10% GST applies. Company setup and additional broker fees are confirmed during onboarding. Confirm package availability and terms before getting started.
THOUGHTFUL INFORMATION HANDLING
Brokerage information is separated by company, with access governed by user roles and permissions.
Clients connect with participating brokerages through invitations and supported joining workflows.
The platform retains request and delivery information rather than a permanent library of mortgage documents.
WHY BROKERRELAY
Mortgage broking is about guidance as much as applications. Clients need reassurance and a clear next step. Brokers need a practical way to stay connected without adding more administration.
BrokerRelay brings the broker, brokerage and client together through a consistent communication experience—from the first application to the next loan review.
A FEW USEFUL ANSWERS
No. Your existing systems continue handling mortgage fact-find, compliance and lender submissions. BrokerRelay supports the client communication and engagement layer.
BrokerRelay Pro is the mobile app for brokers, helping you respond to clients when you’re away from your desk. BrokerDesk remains your main web workspace, while clients use the BrokerRelay client app.
Ask about BrokerRelay Pro during onboarding. Installation and access arrangements are confirmed with your brokerage.
Yes. Company logos and colours can be applied to the client experience, with BrokerRelay providing the underlying platform.
Document Relay sends uploaded files to an approved delivery destination. BrokerRelay is designed to retain request and delivery metadata instead of permanently storing mortgage document files.
A participating brokerage invites clients to connect. Supported joining workflows include invitation links and QR joining.
Client access and app installation arrangements are confirmed with participating brokerages during onboarding. Contact your broker for your invitation and installation instructions.
LET’S KEEP YOUR CLIENTS CONNECTED
Interested in BrokerRelay? Email hi@brokerrelay.com.au or prepare an enquiry below to discuss your team, client experience and onboarding.