Top Mortgage Broker CRM Software 2026 – Reviews & Cost

In Australia’s fast-evolving mortgage industry, efficiency, compliance, and client management are crucial for sustainable business growth. Our comprehensive 2026 guide — “Best Mortgage Aggregator CRM Software in Australia – Reviews, Pricing, and Demos” — explores the top CRM solutions that empower mortgage brokers and aggregators to streamline operations, automate workflows, and strengthen client relationships.

For mortgage brokers and financial professionals, choosing the right CRM (Customer Relationship Management) system can be a game-changer. From managing loan applications and automating follow-ups to ensuring ASIC compliance, a well-integrated CRM transforms how brokers operate. With open banking adoption in Australia on the rise, CRM systems now enable faster, more secure access to verified client data — making them indispensable for brokers who want to stay competitive in 2026 and beyond.

This blog reviews and compares Australia’s leading mortgage broker CRM platforms, including AFG Flex & SMART, Connective Mercury Nexus, Loan Market MyCRM, Finsure Infynity, Mortgage Choice REA Integrated CRM, PLAN Australia CRM, FAST CRM, Purple Circle CRM, Nectar CRM, and MoneyQuest CRM. Each platform is assessed for key strengths, pricing, integration capabilities, and demo availability, helping brokers identify which system best suits their business model and workflow requirements.

From localized compliance tracking to marketing automation and seamless lender integrations, these CRM tools empower brokers to manage their entire client lifecycle efficiently — from lead capture to loan settlement. Whether you’re an independent broker or part of a large aggregator network, adopting the right CRM enhances your productivity, reduces administrative burden, and ensures every client interaction is tracked, compliant, and personalized.

The blog also highlights essential factors to consider when choosing a CRM for mortgage professionals in Australia:

Business Needs: Prioritize core features such as loan pipeline management, marketing automation, and compliance reporting.

Integration: Ensure compatibility with your Loan Origination System (LOS) and lender portals.

Support & Training: Look for CRMs offering strong onboarding and ongoing technical support.

Scalability: Choose platforms that grow with your brokerage or aggregation network.

Budget: Compare pricing models to identify the best ROI for your business goals.

With major platforms like AFG Flex & SMART, Mercury Nexus, and MyCRM leading the way, and innovative players like Purple Circle and Nectar offering collaborative, automation-driven systems, the Australian mortgage CRM landscape in 2026 is more diverse and technologically advanced than ever before.

Ultimately, investing in the right CRM software is not just about managing clients, it’s about optimizing every stage of the mortgage process, maintaining compliance, and creating lasting client relationships that drive repeat business.

1. Aneri Shah October 17, 2025
Best Mortgage Broker CRM Software 2026 – Reviews,
Pricing
brokerssupport.com.au/blog/mortgage-broker-crm-software-reviews-pricing/
Best Mortgage Aggregator CRM Software in Australia – 2026 Reviews,
Pricing, and Demos
For mortgage brokers and aggregators in Australia, staying ahead of the competition
requires more than just industry knowledge. Efficiently managing client relationships, loan
pipelines, and compliance is essential, and that’s where a mortgage broker CRM comes
in. 
Whether you’re part of a large aggregator network or an independent broker, choosing the
right CRM can drastically improve productivity, streamline operations, and help you grow
your business. At BSG, we help mortgage brokers and financial professionals with end-to-
end solutions, including CRM setup, workflow automation, and compliance support. Using
a mortgage broker CRM, brokers can save time, strengthen client relationships, and focus
on growth.
In 2026, Australian mortgage professionals are increasingly relying on crm for mortgage
companies and crm systems for mortgage brokers to handle everything from lead
management to automated marketing campaigns. 
Let’s explore the top CRM solutions available, their features, pricing, and demos, to help
you find the perfect fit.
Why Mortgage Brokers Need a CRM
A mortgage broker CRM is no longer a luxury, it’s a necessity. Modern brokers handle
multiple clients, liaise with numerous lenders, and must stay compliant with ASIC and
aggregator requirements. Manually tracking leads, applications, and client follow-ups can
lead to errors, missed opportunities, and stress.
Modern brokers handle multiple clients, liaise with numerous lenders, and must stay
compliant with ASIC and aggregator requirements.
Tools like CRMs have become essential, especially as open banking adoption in Australia
has doubled in the past year, enabling brokers to access verified financial data faster and
more securely, as mentioned in a report from Mortgage Professional Australia.
Using a crm system for mortgage brokers provides:
Automated Loan Pipeline Management: Track client applications from initial
inquiry to settlement.
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2. Marketing Automation: Send personalized emails, SMS, and nurture campaigns
automatically.
Compliance Tracking: Ensure all activities meet Australian regulations.
Integration with Lender Portals and Tools: Save time with seamless connectivity.
Analytics and Reporting: Gain insights into team performance, conversion rates,
and marketing ROI.
In short, a reliable CRM is the central hub for mortgage broker tools, keeping your
business organized and compliant while saving valuable time.
Top Mortgage Aggregator CRM Software in Australia for 2026
Here’s a breakdown of the best CRM platforms that are working and relevant in the
Australian mortgage market.
1. AFG – Flex & SMART
Overview: The Australian Finance Group (AFG) provides Flex, integrated with SMART
marketing tools. Designed specifically for mortgage brokers, this CRM combines lead
management, automated marketing, and compliance features.
Strengths:
Extensive lender panel access
Automated marketing campaigns
Seamless integration with aggregator tools
Pricing: Custom pricing based on business size and requirements.
Demo: Available on request.
Why it’s great: Flex & SMART is ideal for brokers who want a localized solution that
caters specifically to Australian lending and compliance requirements.
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3. 2. Connective – Mercury Nexus
Overview: Mercury Nexus offers a robust crm for mortgage professionals, integrating
seamlessly with various lender tools while providing centralized client management.
Strengths:
Flat fee model for cost predictability
Wide lender panel
Excellent support for independent brokers
Pricing: Flat fee; details upon request.
Demo: Available on request.
Mercury Nexus works well for brokers seeking an all-in-one CRM that supports both
marketing and operational workflows.
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4. 3. Loan Market – MyCRM
Overview: Loan Market’s MyCRM is user-friendly and backed by the brand power of Ray
White. It helps brokers manage leads, clients, and compliance effortlessly.
Strengths:
Strong referral network
Tight-knit community of brokers
Compliance support for Australian regulations
Pricing: Competitive; details upon request.
Demo: Available on request.
MyCRM is perfect for brokers who value community support and cross-referrals along
with their mortgage broker tools.
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5. 4. Finsure – Infynity Platform
Overview: Finsure’s Infynity is a centralized digital platform combining CRM, marketing,
and compliance tools. It’s designed to make broker workflows smooth and efficient.
Strengths:
Strong tech infrastructure
Growing lender panel
Support for new brokers
Pricing: Transparent; details upon request.
Demo: Available on request.
This platform is particularly useful for brokers who want technology-driven automation
alongside their core crm system for mortgage brokers.
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6. 5. Mortgage Choice Aggregation – REA Integrated CRM
Overview: Mortgage Choice Aggregation leverages REA’s ecosystem, offering a real
estate agent CRM software experience for brokers and aggregators.
Strengths:
Branding and marketing support
Access to REA’s vast network
Business mentoring
Pricing: Competitive; details upon request.
Demo: Available on request.
If you’re looking for a CRM that blends mortgage broking and real estate integration, this
solution bridges the gap perfectly.
6. PLAN Australia – PLAN CRM
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7. Overview: PLAN CRM offers access to over 30 lenders and a wide array of tools to
manage client relationships and compliance effectively.
Strengths:
Stability and long-standing reputation
Strong training programs for brokers
Wide lender panel
Pricing: Competitive; details upon request.
Demo: Available on request.
PLAN CRM is ideal for brokers who prefer a reliable, all-encompassing platform to
manage both client interactions and mortgage broker tools.
7. FAST – FAST CRM
Overview: FAST provides a CRM designed for commercial and asset finance brokers,
offering specialized workflows and automation.
Strengths:
Expertise in non-residential lending
High-volume broker support
Tailored business coaching
Pricing: Competitive; details upon request.
Demo: Available on request.
This platform is excellent for brokers who handle complex financing structures and require
an advanced mortgage broker calculator integrated into their CRM.
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8. 8. Purple Circle Financial Services – Purple Circle CRM
Overview: Tailored for collaboration and co-ownership, this CRM supports Australian
brokers by streamlining workflow and enhancing productivity.
Strengths:
Localized to Australian broker needs
Strong automation and workflow tools
Collaboration-friendly features
Pricing: Custom; details upon request.
Demo: Available on request.
Purple Circle CRM is ideal for teams or aggregators who want a collaborative platform
with strong Australian lender support.
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9. 9. Nectar Mortgages – Nectar CRM
Overview: Nectar CRM focuses on enhancing broker-client relationships with automated
workflows, lead tracking, and compliance support.
Strengths:
Easy-to-use interface
Localized compliance features
Strong integration with lender tools
Pricing: Custom; details upon request.
Demo: Available on request.
10. MoneyQuest – MoneyQuest CRM
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10. Overview: MoneyQuest provides brokers with a platform to streamline operations,
manage clients, and integrate with multiple lenders efficiently.
Strengths:
Australian market-focused
Integration with lender tools
Workflow automation
Pricing: Custom; details upon request.
Demo: Available on request.
MoneyQuest is suitable for brokers looking for an all-in-one real estate broker CRM
solution that simplifies day-to-day operations.
According to Mortgage Professional Australia’s 2025 survey, Loan Market topped the
aggregator rankings, excelling in IT, CRM support, and marketing assistance. Boutique
aggregators like Purple Circle Financial Services and Nectar Mortgages also performed
strongly, highlighting the range of options brokers have when choosing a CRM.
Top CRM Platforms Comparison
CRM Software Strengths
Pricing
(Starting)
AFG – Flex & SMART Extensive lender panel, marketing
tools
Custom
Connective – Mercury NexusFlat fee, wide lender panel, strong
support
Flat fee
Loan Market – MyCRM Referral network, community
support, compliance
Competitive
Finsure – Infynity Strong tech, automation, growing
lender panel
Transparent
Mortgage Choice – REA
Integrated CRM
Branding, mentoring, real estate
integration
Competitive
PLAN Australia – PLAN CRMStability, wide lender panel, trainingCompetitive
FAST – FAST CRM Commercial lending, automation,
coaching
Competitive
Purple Circle CRM Collaboration, Australian-focused
automation
Custom
Nectar CRM Ease-of-use, compliance, lender
integration
Custom
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11. CRM Software Strengths
Pricing
(Starting)
MoneyQuest CRM All-in-one, workflow automation,
lender integration
Custom
How to Choose the Right CRM for Mortgage Professionals
Choosing the right crm for mortgage professionals can be overwhelming, but considering
a few key factors can simplify the decision:
1. Business Needs: Identify what features matter most, pipeline management,
marketing automation, or compliance tracking.
2. Integration: Ensure the CRM integrates seamlessly with your existing Loan
Origination System (LOS) and mortgage broker calculator tools.
3. Support & Training: Look for platforms that provide strong onboarding, ongoing
support, and resources.
4. Scalability: Your CRM should grow with your business, whether you’re an
independent broker or part of an aggregator.
5. Budget: Compare pricing against the features offered and potential ROI.
By carefully evaluating these factors, you can select a CRM that not only organizes your
workflow but also improves client satisfaction and conversion rates.
Conclusion
A mortgage broker CRM is an indispensable tool in today’s competitive Australian
mortgage market. From managing leads and marketing campaigns to ensuring
compliance, the right CRM can transform the way mortgage brokers and aggregators
operate.
Platforms like AFG Flex & SMART, Connective Mercury Nexus, and Loan Market MyCRM
provide robust solutions for brokers looking for efficiency and growth. Meanwhile, options
like HubSpot, Zoho, and Purple Circle CRM cater to those who value automation,
collaboration, and technology integration.
Investing in a quality crm for mortgage companies is no longer optional, it’s essential for
staying competitive, growing your client base, and running a streamlined, compliant
mortgage brokerage business. Choosing the right CRM can transform your mortgage
business. Contact us at BSG to see how we can help streamline operations, boost
compliance, and improve client relationships.
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