The All-in-One CRM Australian Mortgage Brokers Have Been Waiting For
8
Pipeline stages with Kanban
7+
Core modules in one platform
60%
Faster document collection
4–6 hrs
Weekly admin saved per broker
Most brokers I spoke to before building this were juggling 20–40 active clients across three or four separate systems — a spreadsheet for the pipeline, email chains for documents, a shared drive for checklists, and occasionally just memory. No single tool understood a mortgage client file from first enquiry through to settlement. Fact finds were Word documents sent back and forth. Compliance checklists were paper. And there was no way to see, at a glance, where every client stood without opening five different places.
I built the whole thing: React + TypeScript front end, Node.js/Express API, MySQL database. Every screen was designed around actual broker workflows — not a generic CRM template. Drag-and-drop Kanban pipeline. A multi-step digital Fact Find that generates a branded PDF right in the browser with no server round-trip. Compliance checklists built specifically for CTR, ITR, and Salary review. A salary module with a 2025–26 Australian tax calculator covering Stage 3 cuts, LITO, Medicare, and Super. Visual reports that take a second to load. Multi-tenant admin so the business owner can see every broker and every client from one place.
Brokers on the platform get back 4–6 hours per week they were spending on admin. Document collection is faster — once clients submit through the digital Fact Find, the chasing stops. Pipeline visibility is real-time. Reports that used to take half a day to compile now run in under a second. And because everything is in one place, new brokers can get up to speed without a handover doc.
Every screen built for how brokers actually work.
Client Dashboard — Dark Mode
Kanban pipeline with colour-coded status columns, stat tiles, and client cards
Reports Dashboard
Pipeline by status bar chart, monthly intake trend, and referral source breakdown
Client Dashboard — Light Mode
Full dark / light theme support — persisted per user via localStorage
Client Detail
Full client profile with overview, interview, salary, tasks, and activity timeline
Digital Fact Find
5-step Fact Find wizard with auto-save drafts and client-side PDF generation
CTR Compliance Checklist
3-state per-item status, section progress bars, notes, and PDF export
Activity Timeline
Auto-populated log of every status change, document upload, and email sent
Checklist Detail
Per-item notes, verification steps, and progress tracking across all checklist types
8 stages. Every client, always tracked.
New Files
Under Review
Need Action
Follow Ups
Approved / Waiting
Files on Hold
Closed / Settled
Shit Deals
Status colours are fully customisable per broker — each user can set their own colour scheme and hide unused stages. Transitions via dropdown, Kanban drag-and-drop, or admin bulk tools.
Every tool a broker needs, built into one system.
Kanban Client Pipeline
Drag-and-drop board with one column per status. Move clients between stages instantly. Search in real time across name, email, and phone. Switch between Kanban, card, and list views.
- Drag-and-drop status changes
- Full-text search (name, email, phone)
- Card / List / Kanban view modes
- Cmd+K command palette
- Add client modal with all key fields
Digital Fact Find
Instead of emailing a Word doc and waiting for it back, brokers send clients through a 5-step online form. Progress saves automatically. A branded PDF is generated right in the browser — no server involved, no waiting. Send it directly from the form.
- 5-step wizard (Applicants → History → Financials → Review)
- Optional second applicant flow
- Auto-save draft to server + localStorage fallback
- Branded PDF generation (react-pdf/renderer)
- Multi-email delivery from within the form
Compliance Checklists
Three checklists for the workflows brokers actually run: CTR, ITR, and Salary Slip review. Each item has a 3-state status, free-text notes, and a progress bar per section. Export any checklist to PDF.
- CTR (Commercial / Trust / SMSF Review)
- ITR (Income Tax Return verification)
- Salary Slip checklist
- Per-item notes & 3-state status (pending / N/A / done)
- Section progress bars + Export PDF
Salary & Employment Module
Track multiple income sources per client. A built-in Australian tax calculator (2025-26 brackets, Stage 3 cuts, LITO, Medicare, Super) breaks down gross, tax, and net pay across all frequencies.
- Multiple employment records per client
- 2025-26 Australian income tax calculator
- Gross / Tax / LITO / Medicare / Super / Net breakdown
- Pay frequency schedule builder
- Auto-calculated next payment dates
Reports & Analytics
Pipeline breakdown by status, 6-month intake trend, referral source chart, conversion rate — all pre-calculated when you open the tab. No manual compiling. No exporting to a spreadsheet to get a number.
- Pipeline by status bar chart
- Monthly client intake trend (6 months)
- Referral source pie chart
- Conversion rate & settlement metrics
- Monthly period label + auto-refresh
Admin Portal
Full multi-tenant control. Super admins manage all brokers, reassign clients, view platform-wide KPIs, and toggle broker access. Brokers only ever see their own pool.
- Manage Brokers (CRUD + toggle active/inactive)
- All Clients with bulk reassignment
- Platform Stats (auto-refresh every 60s)
- Broker Clients sliding panel
- Role-based routing (AdminGuard)
Tasks, Notes & Activity
Each client has a full sidebar panel: pinnable notes, tasks with due-date warnings, and an auto-populated activity timeline logging every status change, document upload, and email sent.
- Pinnable free-text notes
- Tasks with due dates + overdue alerts (≤3 days)
- Auto-populated activity timeline
- Manual log entries (Email / Call / Meeting / Note)
- Colour-coded event types
Email Template Launcher
Seven templates covering every milestone from first interview through to settlement. Client name, broker name, loan purpose — all filled in automatically. Hit copy, paste into Gmail.
- 7 milestone templates (pre-approval → settlement)
- Auto-fill: {firstName}, {brokerName}, {loanPurpose}
- One-click copy to clipboard
- Floating panel anchored to client header
- Extensible with custom templates
Every client file has its own team chat — built right in.
You know what slows deals down? Eight emails about the same client between three people who all have access to the same file. Every client record in the system has its own internal thread — broker team only, not visible to the client. One place for every message, document, and question about that specific case.
Abhishek Malhotra
Client thread · 3 members
Today
Ravi · 10:14 AM
You · 10:22 AM
Ravi · 2:41 PM
ITR_2024_Malhotra.pdf
284 KB · PDF
Per-client team thread
Every client file gets its own thread. Your whole team — brokers, processors, support — is in one conversation on one case, without messages from other clients bleeding in.
File & image attachments
Drop in a payslip, bank statement, or ID document mid-conversation. Images show as thumbnails inline. Attachments are tied to the client record — not just in the chat thread, but in the file.
Emoji reactions
Built-in emoji picker for quick acknowledgements — no need to send a reply just to say 'done' or 'on it'. Keeps threads clean and scannable.
Message search
Search within the client thread to find any message instantly — previous/next navigation scrolls you directly to the result. Never lose context from 3 months ago.
Always-on floating bubble
The chat bubble stays visible on every tab of the client detail page — Overview, Checklist, Fact Finds, Documents — so conversation context is always one click away.
Australian 2025-26 salary calculator — right inside the client file.
Australian Tax Calculator — 2025-26
LiveGross Income
$120,000
Income Tax
2025-26 brackets + Stage 3 cuts
−$26,617
LITO
Low Income Tax Offset
+$100
Medicare Levy
2% of gross
−$2,400
Superannuation
12% SG rate
−$14,400
Net Take-Home
$76,683
Annual
$76,683
Monthly
$6,390
Fortnightly
$2,949
Weekly
$1,475
Type in a gross salary, pick the employment type, and the calculator runs the full breakdown instantly — 2025–26 tax brackets, Stage 3 cuts, Low Income Tax Offset, Medicare Levy with its phase-in threshold, and 12% Super. No external tool. No switching tabs.
Results show annual, monthly, fortnightly, and weekly net figures — and can be saved directly as employment records against the client file with one click.
Tech Stack
Deliverables
Need a custom management system for your brokerage?
Whether you run a one-person shop or manage a team of brokers across multiple locations, I build internal tools and CRM systems that work the way your business actually does — not the way a generic SaaS template assumes.