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OneBookPlus vs BrokerEngine The complete broker platform

BrokerEngine is a powerful deal CRM, but it's only a deal CRM. OneBookPlus gives Australian mortgage brokers pipeline management, compliance, invoicing, calculators, bookings, and marketing in one affordable platform.

OneBookPlus home screen on a phone showing $0.00 taken today against $1,166.00 this month, $2,497.00 outstanding across 3 pending invoices, $770.00 overdue on 1 invoice, and 12 total clients
OneBookPlus invoice list on a phone showing six invoices with the client name, invoice number, due date, a paid, sent or overdue status and the amount, with All, Draft, Sent, Overdue and Paid filters and a New Invoice button
OneBookPlus quote list on a phone showing four quotes with the client name, quote number, expiry date, an accepted, sent or draft status and the amount, with Send and Email actions on the unsent ones
OneBookPlus booking list on a phone showing upcoming appointments grouped by date, each with the start time, the duration in minutes, the client, the service booked, the price and a confirmed status
OneBookPlus contact list on a phone showing each client's name, their business, their email address, their mobile number and the balance they owe
Dashboard screen

Key takeaways

5
  • BrokerEngine is AUD-billed per user, per month, for deal management alone, with broker seats and support seats charged separately and a one-off onboarding fee at the start (published rate in the comparison table below). A typical Australian broker stack then adds Xero, Calendly and Mailchimp subscriptions around it.
  • OneBookPlus is AUD-billed from $0/mo Free (10 invoices/mo, 250 contacts), $29/mo Starter, $49/mo Plus, or $69/mo Growth (with a discount on annual billing), bundling deals, invoicing, calculators, bookings, and accounting in one subscription.
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  • BrokerEngine genuinely wins on aggregator workflow depth and lender automation today, areas where OneBookPlus has manual deal/commission tracking and direct Connective, AFG, PLAN and Loan Market integrations still on the roadmap.
  • OneBookPlus wins on NCCP Act 2009, Best Interests Duty (in force since 1 January 2021) and ASIC RG 273 documentation in the deal pipeline, plus client-facing loan calculators and an online booking page BrokerEngine doesn't offer.
  • The consolidation case is one AUD-billed subscription in place of a per-seat deal CRM plus Xero, Calendly and Mailchimp, and a bill that stays flat when you add a support person or a second broker, up to the login cap on your plan (one login on Free, three on Starter, five on Plus and ten on Growth).

The deal pipeline, and the business that bills for it

OneBookPlus

From $0/mo. Bookings, invoicing, CRM and accounting on one plan; AI and payroll are add-ons

  • Deal pipeline (kanban)
  • Trail book tracking
  • BID compliance documentation
  • Shareable loan calculators
  • GST invoicing & fee proposals
  • Online booking page
  • Email marketing & campaigns
  • Accounting & P&L reports
  • Mobile-first design

BrokerEngine

Per user, per month. Deal CRM only

  • Deal pipeline & workflows
  • Trail book tracking
  • BID compliance
  • Loan calculators
  • Invoicing & accounting
  • Online bookings
  • Email marketing
  • P&L reports
  • Requires Xero, Calendly, etc. for the rest

OneBookPlus vs BrokerEngine: detailed comparison

See exactly what's included in each platform. OneBookPlus replaces BrokerEngine and 4+ other tools brokers typically pay for.

FeatureOneBookPlusBrokerEngine
Deal pipeline (kanban)YesYes
Trail book trackingYesYes
BID compliance documentationYesYes
CRM & contact managementYesYes
Referral source trackingYesYes
Loan calculators (shareable)YesNo
GST-compliant invoicingYesNo
Fee proposals & quotingYesNo
Online booking pageYesNo
Email marketing & campaignsYesNo
Accounting & P&L reportsYesNo
Job management & pipelineYesNo
Basic sales register (full POS $39/mo add-on)YesNo
Native iOS appYesNo
Free plan availableYesNo
Mortgage-workflow automation depthNoYes
Loan-application platform integrationsNoYes
Price (AUD)From $0/moPer user / mo
Full business platformDeal CRM only

The dimensions Australian brokers check first

Where a dedicated mortgage-broker CRM and loan-process workflow tool meets an all-in-one Australian business platform. We give BrokerEngine full credit on loan-process depth and aggregator workflows, and show what OneBookPlus bundles around it. Cited against BrokerEngine’s public pages.

CategoryFeatureOneBookPlusBrokerEngine
Deal workflowLoan-process pipeline, enquiry through to settlementKanban deal pipelineDeep, automation-driven workflow (source: brokerengine.com.au/features)
Loan toolingLender note / serviceability automationManual notes + tasksAutomated lender workflows (source: brokerengine.com.au/features)
AggregatorConnective / AFG / PLAN / Loan Market syncManual deal & commission entry (direct sync on roadmap)Aggregator integrations (source: brokerengine.com.au/integrations)
ComplianceBest Interests Duty / NCCP docs in pipelineYesYes (source: brokerengine.com.au/features)
Trail bookUpfront + trail commission trackingYesYes (source: brokerengine.com.au/features)
CalculatorsClient-facing repayment / borrowing-power toolsYesNot documented (source: brokerengine.com.au/features)
InvoicingGST-native broker-fee invoicing + ABN validationYesNo (source: brokerengine.com.au/features)
BookingsClient-facing online booking pageYesNo (source: brokerengine.com.au/features)
MarketingEmail campaigns & post-settlement nurtureYesNot documented (source: brokerengine.com.au/features)
AccountingP&L, balance sheet, BAS-ready GST reportsYesNo (source: brokerengine.com.au/features)
Bank feedsAustralian bank feeds + AI categorisationWithdrawn while we replace the providerNo (source: brokerengine.com.au/features)
AI featuresAI Companion (chase, follow-up, winback, EOD)YesNot documented (source: brokerengine.com.au/features)
MobileNative iOS appiOS appWeb-first; native app not documented (source: brokerengine.com.au/features)
PricingPublished entry price (AUD/month)From $0/mo (Free), flat per plan$163.90 inc. GST per broker user/mo, + $1,000 one-off onboarding (source: brokerengine.com.au/pricing)
Free planNo-cost tier to startYesNone published (source: brokerengine.com.au/pricing)
Stack replacedTools bundled into one subscriptionDeals + invoicing + bookings + accounting + marketingDeal CRM only (Xero / Calendly / Mailchimp on top) (source: brokerengine.com.au/pricing)
Starting price (AUD, inc. GST)From $0/moPer user / month
Inc. GST · Free plan · Deals + invoicing + bookings + accountingBilled per seat, broker and support · Deal CRM only · Xero / Calendly / Mailchimp on top

Where BrokerEngine wins

Built by brokers, around deal throughput

BrokerEngine is built by brokers, for brokers, around one job: moving a home-loan deal from enquiry to settlement with as few keystrokes as possible. That focus is real. Its loan-process workflow automates the repetitive parts of a mortgage file (lender notes, task chains, and status-driven checklists) and its aggregator integrations connect into the broking platforms a deal actually runs on. If your day is dominated by deal throughput and your processing team lives inside that loan-application workflow, BrokerEngine’s specialism is deeper than ours, and that depth is worth paying for.

Where OneBookPlus wins

Past the loan file: leads, invoices and a free tier

The whole business, not just the loan file. BrokerEngine handles the deal; you still run Xero for broker-fee invoicing and BAS, Calendly for client bookings, and Mailchimp for nurture. OneBookPlus bundles GST-native fee invoicing, P&L and balance-sheet accounting, BAS-ready GST reports, an online booking page, and email marketing into one subscription, so the point-tool stack BrokerEngine’s features page expects you to assemble yourself.

Client-facing tools that generate leads. BrokerEngine is an internal workflow engine, and we found no client-facing repayment, borrowing-power, stamp-duty, or refinance calculators, and no public booking page, on its features page. OneBookPlus ships branded, shareable loan calculators and a booking page that capture a prospect’s details straight into your CRM as a warm lead, turning compliance-grade tooling into a front-of-funnel asset.

Australian tax-native, and a free tier to start. Trail and upfront commission flow straight into BAS-ready GST figures and your P&L, so your accountant gets clean numbers without a Xero round-trip. And where BrokerEngine’s pricing page charges per user, per month, with broker seats and support seats billed separately and a one-off onboarding fee, OneBookPlus starts free and stays flat. A solo broker can consolidate BrokerEngine plus Xero, Calendly and Mailchimp into one AUD-billed subscription, and hiring a support person doesn’t re-price it.

What a broker still has to buy outside the deal pipeline

One bill that doesn't grow with the team

BrokerEngine charges per user, per month, for deal management alone, then Xero, Calendly and Mailchimp each add their own subscription around it. OneBookPlus includes all of that from $0 to $69/month, and the price is the same whether you're one broker or a broker plus two support staff.

One platform, not five

Stop switching between BrokerEngine for deals, Xero for invoicing, Calendly for bookings, and Mailchimp for marketing. OneBookPlus connects your entire broking business in a single platform with shared data and no double-entry.

Invoicing & accounting built in

BrokerEngine doesn't handle invoicing. With OneBookPlus, send GST-compliant invoices for broker fees, track commission payments, generate fee proposals, and run profit & loss reports, without paying for a separate accounting tool.

Shareable loan calculators

Give prospects branded repayment, borrowing power, stamp duty, and refinance calculators they can use before their first meeting. BrokerEngine doesn't offer client-facing calculators, OneBookPlus makes them a lead generation tool.

OneBookPlus vs BrokerEngine: your questions answered

How does OneBookPlus compare to BrokerEngine for mortgage brokers?

They solve different amounts of the business. BrokerEngine is a workflow-focused deal CRM and it is genuinely good at that job, but it covers the deal pipeline and compliance side only. You still run Xero for invoicing, Calendly for bookings, and something else for marketing, each with its own monthly fee, and each seat you add to BrokerEngine is charged again. OneBookPlus includes deal pipeline, trail tracking, BID compliance, invoicing, booking pages, loan calculators, and email marketing in one platform from $0/month with no per-seat charge below each plan's login cap (1 / 3 / 5 / 10 by tier). The honest split: if deep aggregator integrations and automated lender workflows are the most-clicked part of your day, BrokerEngine is the deeper tool and stays worth its price. If your bottleneck is the four subscriptions around the deal, OneBookPlus covers more of the business.

Can OneBookPlus replace BrokerEngine for my brokerage?

It covers the core features brokers use BrokerEngine for: deal pipeline management, trail book tracking, BID compliance documentation, CRM, and referral tracking. Plus you get invoicing, online bookings, loan calculators, email marketing, and accounting included, features that would require separate subscriptions alongside BrokerEngine. What it doesn't replace yet is direct aggregator sync, so if your deals flow through a Connective, AFG, PLAN or Loan Market integration today, budget for manual deal and commission entry until ours lands.

How much does BrokerEngine cost compared to OneBookPlus?

BrokerEngine is billed per user, per month, and charges separately for broker users and support users, with a one-off Kickstart onboarding fee at the start. Brokers on AFG pay a higher per-seat rate than brokers on other aggregators. The current rates are published on brokerengine.com.au/pricing and stated in the comparison table on this page. Because it is per seat, a brokerage with a processing team pays several times the headline figure, and you still need Xero or MYOB for invoicing, a booking tool, and a marketing tool on top. OneBookPlus starts free and includes everything, deal pipeline, compliance, invoicing, bookings, calculators, and marketing, for $0 to $69/month. What our plans band is logins rather than seats. Each plan includes a set number of logins, one login on Free, three on Starter, five on Plus and ten on Growth, and below the cap there is no per-seat charge at all. On Growth an extra login is $9/mo, added to the same invoice, so an eleventh person costs $9 and not a new plan. Staff you roster and book but who never sign in (instructors, carers, cleaners, stylists) are free and unlimited on every plan.

Does OneBookPlus integrate with aggregators like BrokerEngine does?

Not yet, aggregator integration is on our roadmap. BrokerEngine has deeper aggregator integrations today, which is one area where it currently leads. However, OneBookPlus lets you manually track deals and commissions from any aggregator, and we're actively building direct integrations with Connective, AFG, PLAN, and Loan Market. For many brokers, the savings from consolidating their other tools into OneBookPlus more than compensates while we build these integrations.

Which brokers switch from BrokerEngine to OneBookPlus, and which should stay?

The brokers who switch are solo operators and small brokerages already paying for a deal CRM plus Xero, Calendly and Mailchimp on top. BrokerEngine focuses on loan-process workflow automation and deal tracking; OneBookPlus gives you deal pipeline, trail tracking, BID compliance, invoicing, online bookings, shareable loan calculators, email marketing, and accounting, all built for Australian brokers, with a free plan available and paid plans starting at $29/month, and logins included by tier (1 / 3 / 5 / 10 by tier) rather than a per-seat fee. The brokers who should stay are the high-volume ones whose processing team lives inside automated lender task-chains and direct aggregator sync with Connective, AFG, PLAN or Loan Market. BrokerEngine is deeper there than OneBookPlus today, and our direct aggregator sync is still on the roadmap.

Does OneBookPlus replace Xero for broker-fee invoicing and BAS?

Yes. BrokerEngine is a deal CRM with no native invoicing or accounting, so brokers run Xero or MYOB alongside it for fee invoices and BAS. OneBookPlus includes GST-native broker-fee invoicing with ABN validation, profit-and-loss and balance-sheet reporting, and BAS-ready GST figures generated automatically from your invoices and commission income. Upfront and trail commission flow straight into those reports, so your accountant gets clean numbers without exporting to a second system.

Will I lose loan-process workflow depth by leaving BrokerEngine?

Be honest with yourself here. BrokerEngine's loan-process workflow and aggregator integrations are deeper than OneBookPlus today, that's its single focus and its genuine strength. OneBookPlus gives you a kanban deal pipeline with BID/NCCP compliance documents, referral tracking, and trail-book reconciliation, plus manual deal and commission entry from any aggregator while direct Connective, AFG, PLAN, and Loan Market integrations are on our roadmap. If automated lender workflows are the most-clicked part of your day, BrokerEngine may still be the better fit. If you want the whole business, deals, invoicing, bookings, marketing, and accounting, in one platform, OneBookPlus wins on breadth and cost.

How OneBookPlus works for mortgage brokers

Most mortgage brokers using BrokerEngine still juggle Xero for invoicing, Calendly for bookings, Mailchimp for email marketing, and maybe a spreadsheet for tracking trail income. That's four or five subscriptions, four different logins, and data that never quite syncs between them. OneBookPlus brings your entire broking business into a single platform (deals, compliance, invoicing, bookings, marketing, and accounting) so everything connects and nothing falls through the cracks.

When a deal settles in OneBookPlus, the commission invoice generates automatically, trail payments are tracked against your book, and the client enters your post-settlement nurture sequence, all without touching a second tool.

Feature deep dive

Deal pipeline with compliance: Manage every deal from enquiry to settlement on a visual kanban board. Attach BID compliance documents, track referral sources, log client communications, and move deals through custom stages. Unlike BrokerEngine, the pipeline connects directly to your invoicing and accounting: when a deal settles, the fee invoice is one click away.

Trail book & commission tracking: Import trail statements, reconcile payments against your book, and spot discrepancies before they cost you money. OneBookPlus tracks upfront and trailing commissions by lender, aggregator, and referrer, and feeds the numbers directly into your P&L reports and BAS summaries so your accountant gets clean data.

Shareable loan calculators: Give prospects branded repayment, borrowing power, stamp duty, and refinance calculators they can use before their first meeting. Each calculator captures the prospect's details and feeds them into your CRM as a warm lead. BrokerEngine doesn't offer client-facing tools like this, being focused purely on internal workflow.

Who should switch

OneBookPlus is the right fit if you're a solo broker or small brokerage paying per seat for BrokerEngine plus separate subscriptions for Xero, Calendly, and Mailchimp. It's also ideal if you want client-facing tools like loan calculators and an online booking page to generate leads, features BrokerEngine doesn't provide. If you don't need deep aggregator API integrations today, consolidating the whole toolkit into one flat subscription is the case to weigh.

When BrokerEngine might still be the better fit:

If you run a high-volume brokerage where the loan-process workflow is the most-clicked screen of the day, with a processing team living inside automated lender task-chains, serviceability checklists, and tight aggregator integrations with Connective, AFG, PLAN or Loan Market, then BrokerEngine's deal-throughput specialism is deeper than OneBookPlus today. Our direct aggregator sync is on the roadmap; until it lands, a deal-volume-driven brokerage keeps real value from BrokerEngine's automation.

How to switch from BrokerEngine to OneBookPlus

1

Export your contacts and active deals

In BrokerEngine, export your client list and open-deal data to CSV. Import it into OneBookPlus: names, emails, phones, referral sources, and deal stages map across into your CRM and kanban pipeline. Keep your BrokerEngine login active as a read-only archive of historical loan files for as long as you need.

2

Set up trail tracking, fee invoicing, and compliance

Configure your deal pipeline stages, attach your BID/NCCP compliance templates, and set your ABN, GST preferences, and broker-fee invoice terms. Import recent trail and upfront commission statements so commission income is reconciled against your book and flows into your BAS-ready GST figures, the work you previously did in Xero.

3

Publish calculators and bookings, retire the extra tools

Publish your branded loan calculators and online booking page, set up a post-settlement email nurture sequence, and start running new deals in OneBookPlus. Once a full pipeline cycle runs cleanly, cancel Calendly and Mailchimp, drop Xero, and, if you no longer need its aggregator workflows, wind down BrokerEngine.

Ready to run your brokerage
from one platform?

Deals, trail book, BID compliance, invoicing, calculators and bookings in one AUD subscription, with logins included by plan (1 / 3 / 5 / 10 by tier) rather than charged per seat.

Free plan available, no card needed.

About this comparison

How we compared OneBookPlus to BrokerEngine

Feature claims about OneBookPlus reflect what is shipping today on onebookplus.com.au. BrokerEngine pricing and feature claims were read off BrokerEngine’s public Australian product pages on . Vendor pricing changes frequently, so check the BrokerEngine website for your specific situation before making a decision.

Disclosure: OneBookPlus publishes this comparison and stands to benefit if you switch. We aim to compare like-for-like on capability and Australian tax compliance, if you spot something out of date, email hello@onebookplus.com.au and we’ll review it.

About the author

Bishal Shrestha, Founder of OneBookPlus

Bishal Shrestha

Founder & CEO, OneBookPlus

Bishal spent a decade running digital projects for Australian small businesses before founding OneBookPlus. He writes and maintains these pages, and publishes what OneBookPlus does not do alongside what it does.

A decade running digital projectsPersonal site: bishal.com.auMelbourne, Australia
Read the founder bio

How this page was researched

Every BrokerEngine price and capability claim on this page was read off BrokerEngine's own published Australian pages on the date printed above, and recorded in competitor-facts.ts with that date. Claims about OneBookPlus describe what ships today, and the page names what we do not do.

Last reviewed and updated: by Bishal Shrestha