From enquiry to settlement, every file on track.
Mortgage brokers and finance broking teams managing applications across multiple lenders. Install the Mortgage Broking blueprint and CatchaCRM pre-builds your pipeline, fields and catalog — then runs your quotes, invoices, jobs and follow-ups in the same flat-priced system.
Sound familiar?
Multi-appointment journeys stall
Fact-find done, then silence — no system nudges the client to the next appointment.
Document chasing by hand
Payslips and statements requested three times over email with no checklist.
Trail book invisible
No view of which settled loans are up for review or refinance.
What installs the moment you pick it.
Pipeline stages
- Enquiry & Fact Find
- Borrowing Capacity Assessed
- Application Lodged
- Conditional Approval
- Unconditional & Docs
- Settled
Custom fields
- Borrowing Capacity — currency
- Lender — dropdown
- Loan Amount — currency
Starter catalog
- Home Loan Application
- Refinance Review
- Pre-Approval Package
Every item flows into quotes, invoices and deal values automatically.
Built for how mortgage broking actually works.
- Borrowing capacity calculators embedded in the pipeline
- Document checklists per application stage
- Automated review sequences for the trail book
- Compliance-friendly audit trail on every client file
Plus everything in CatchaCRM
Quoting & invoicing with GST and BAS-ready reports, bank feed reconciliation, dispatch board, support tickets, email & SMS comms hub, AI writing tools, workflow automation and multi-tenant security — one flat price from A$39/month, users included.
Blueprints are stackable — run Mortgage Broking alongside any other template in the same workspace, and swap anytime without losing records.
Your mortgage broking workspace, live in ~2 minutes.
Pick the Mortgage Broking blueprint during signup and start the 21-day free trial — no card required to look around.