Your entire broking business in one place

Most Australian mortgage brokers run their business across a patchwork of tools that were never designed to work together. You're tracking deals in BrokerEngine or Salestrekker, managing compliance documentation in folders on your desktop, invoicing through Xero, booking client meetings via Calendly, and nurturing referral partners through Mailchimp. That is four or five subscriptions before you have written a single loan, and none of these systems share data cleanly. When a deal moves from pre-approval to unconditional, you update it in one place, then manually update two others. When audit season arrives, you're scrambling to assemble BID documentation from three different sources.

OneBookPlus brings your entire broking operation into one platform. Capture leads through your branded booking page or manual entry with referral source tracking from day one. Move deals through a visual kanban pipeline (enquiry, fact-find, pre-approval, conditional, unconditional, settled) with notes, documents, and BID compliance records attached to every stage. After settlement, clients move into your trail book, where the trail rate and monthly trail you record against each settled deal are totalled into what the book earns this month, with fixed-rate expiries inside 120 days and loans unreviewed for three years called out. We do not see live balances and there is no aggregator connection, so that refinance flag is based on how long since the loan was reviewed, not on a balance movement. Invoice clients for broker fees, reconcile commission payments from your aggregator, and send professional fee proposals, all with GST-compliant invoicing built right in.

Your Daily Workflow

It's 8am Wednesday. You open OneBookPlus and see two new enquiries that came in overnight through your booking page: a first home buyer in Parramatta and a refinance referral from a local real estate agent. Both are already in your pipeline with source tracking. Your deal board shows three at pre-approval, two waiting on valuations, and one going unconditional today. You check the compliance tab. BID documentation for yesterday's submission was auto-generated when you logged the product recommendation and alternatives considered. At 9am your first client arrives. You pull up the borrowing power calculator on your iPad and walk through scenarios together, then share a branded calculator link so they can explore options at home. Between meetings you check your trail book: two loans settled last month and trail is flowing. A fixed-rate expiry alert flags a client whose two-year term ends next month, so you schedule a review call. End of day: four meetings done, one deal moved to unconditional, commission logged, and your referral dashboard shows the Parramatta agent has sent six clients this year.

Commissions & Accounting

Record upfront commission payments from your aggregator against the deals that settled, and reconcile trail commission month by month against your trail book. Client broker fee payments match against the invoices you raised. Your recurring expenses (PI insurance, aggregator fees, CPD courses, marketing spend, and office rent) are tracked against fee revenue, and you can photograph or upload a bill so the supplier, date, GST and total are read off it for you. BAS summaries generate in one click: GST collected on broker fees, GST credits on business expenses, and the net amount owing. No more quarterly panic with your accountant.

Getting Started

Sign up free. No credit card, no lock-in contract. Select “Mortgage Broker” as your business type and OneBookPlus pre-configures your account with a deal pipeline, BID compliance templates, trail book tracker, and invoice layouts suited to broking. Import your client list and active deals via CSV from BrokerEngine, Salestrekker, or a spreadsheet. Within your first week you'll have your pipeline populated, your booking page live, and aggregator commissions recorded against the deals they settled. Most brokers complete the transition over a single weekend without missing a beat on active deals.