- Built for Aussie brokers · Follow-up on autopilot · Unlimited users
Mortgage broker CRM that keeps clients coming back, not just for the first loan.
Capture leads from your website and socials, book appointments online, collect documents and remind clients when their fixed rate is ending, all from one app.
Your best future business is already in your database
Here’s where brokers lose leads and repeat clients every week.
“Leads come in after hours and go cold by morning.”
Your AI receptionist and website chat answer straight away and book an appointment in your calendar.
“Chasing clients for documents takes forever.”
Online forms collect the documents you need, with automatic reminders until they’re done.
“I lose clients when their fixed rate ends.”
Automatic reminders before fixed rates expire bring clients back to you for a rate review.
From first enquiry to a client for life
Here’s how a new lead becomes a client who comes back.
1. The enquiry is answered
Website chat or your AI receptionist answers, qualifies the enquiry and books a call.
2. Documents collected
An online form collects the documents you need, and reminders follow up until it’s done.
3. Back for the next review
Automatic check-ins and fixed-rate expiry reminders bring clients back when it matters.
Everything a broking business needs to grow
Win the first loan, then stay front of mind for the next one.
- AI receptionist and website chat. Answer enquiries 24/7 and book calls while you’re with clients.
- Online booking. Clients book calls and meetings straight into your calendar.
- Document collection forms. Clients upload what you need online, with automatic reminders.
- Fixed-rate and review reminders. Automatic reminders bring clients back for rate reviews and refinances.
- Referral partner follow-ups. Keep the accountants, agents and planners who refer to you in the loop.
- A pipeline for every deal. Track each client from enquiry to settlement.
- Email and SMS newsletters. Keep your database warm with rate and market updates.
- Google reviews. Ask happy clients for a review after settlement.
Don't take our word for it. Test the AI right now.
Three live demos, no sign-up needed. Steve is an AI, and he’ll tell you so.
Call Steve, the AI receptionist
Ring the number below. Steve will answer, play receptionist for your business, then text you afterwards, exactly as he would for your customers.
Chat with Steve right now
Ask him anything about My New Admin, or type “demo” and watch him handle an enquiry for your industry. This is the same AI your customers would talk to.
See missed-call text-back
Call this number and hang up before it’s answered. Within seconds you’ll get the text your customers would receive, so no missed call becomes a lost job.
Standard call rates apply. Calls to the demo lines may be recorded for quality purposes.
Trusted by 500+ Aussie Businesses in Trades, Retail, and Healthcare.
Mortgage broker CRM FAQs
The best mortgage broker CRM helps you win new clients and keep the ones you have. My New Admin answers enquiries 24/7, books appointments, collects documents, sends fixed-rate and review reminders and asks for Google reviews, in one app built for Australian businesses. For tips on following up every enquiry, read our guide to lead management.
No. Keep your aggregator platform for loan lodgement and compliance records. My New Admin handles the marketing and client side: enquiries, bookings, document requests, follow-ups, reminders and reviews.
Yes. Add the date to the client’s record and an automatic reminder goes out ahead of time, inviting them to book a rate review.
Yes. Create online forms with file uploads, and send automatic reminders until clients complete them.
Yes. Tag your referral partners and send them automatic updates when their clients reach key stages, or regular newsletters.
Yes. Unlimited users are included, with permissions so everyone only sees what they need.
One plan, one flat monthly price, with unlimited users. See our pricing page for details, and try it free for 14 days first.
Turn every loan into a client for life
Start your 14-day free trial today. $0 upfront, no lock-in contract, cancel anytime.
Or try the AI first: call Steve on 0495 104 177