For mortgage brokers with investor clients
The Mitchells' fixed rate ends on 14 Dec 2026.
Know which investor clients to ring this month, and why. We set up three clients with you in one session, and you send the first report. $399 a month, with a 30-day trial.
In a 30-minute screen share we'll set up three of your rental clients together. You import your client list and drop in each client's latest loan statement, which fills in the loan. You leave with a report for each one, with your firm's name on the cover.
Book the setup session Create account
Or start on your own: 30-day free trial, no credit card required. When it ends, add a card to keep going. Without one, nothing is charged.
Up 0.25 points, the Mitchells' repayments rise $181 a month.
The Rate rise page lists whose repayments rise if rates do, the largest first, so you know who to ring this month, and sends each of them their stress test. What to do about a loan stays between you and your client.
Coming up, on your Clients page, lists each fixed rate, interest only term and lease that ends in the next 90 days, across all your clients, with its date and its loan. From there you can open a refinance comparison, which shows what a new rate would change, with the working.
13 figures read from one loan statement.
Clients get in without typing:
- Import your client list in one file from a spreadsheet or your CRM's export.
- Drop in a client's loan statement and it fills in the loan: the balance, the rate, the repayment and when a fixed or interest only term ends. The statement is read on your own device and never sent to us.
- Or send the client their own secure link to fill in their records and drop in their own statement. Nothing changes until you review it.
- Add clients from your other tools through Zapier or an API key.
What does each client get?
A dated report on their properties and loans with your name on the cover, sent by secure link and, if you like, again each quarter: what each month leaves, what a rate rise does to it, and what a sale would leave. Every figure shows its working.
What does it cost?
Business is priced by the people in your firm who sign in, and each adds 50 clients. Your clients pay nothing. Every price is in Australian dollars with GST:
| Size | Paid monthly, a month | Paid yearly, a month | Yearly charge |
|---|---|---|---|
| 1 person | Paid monthly, a month $399 | Paid yearly, a month $299 | Yearly charge $3,588 |
| 5 people | Paid monthly, a month $799 | Paid yearly, a month $599 | Yearly charge $7,188 |
| 10 people | Paid monthly, a month $1,499 | Paid yearly, a month $1,199 | Yearly charge $14,388 |
Book the setup session Create account
Or start on your own: 30-day free trial, no credit card required. When it ends, add a card to keep going. Without one, nothing is charged.