Find what's in the file before the lender does.
Review supporting documents faster. Prepare cleaner submissions.
BrokerDash reviews the payslips, bank and card statements and other supporting documents in a client file, and shows you what they say, what doesn't add up and what to ask, before you submit.
Reduce rework. Get back to doing what you love.
- Income evidence and expenses reviewed together
- Broker action items surfaced before submission
- Built for Australian mortgage brokers
Why these findings
Built by someone who's approved files.
BrokerDash was built from more than a decade in Australian residential credit, assessing lending applications, leading credit teams, as well as coaching lenders and brokers on what makes a submission ready for review.
That experience wasn't just about reading documents. It was about recognising when something needed a conversation with the borrower, when more information was required, and when assumptions shouldn't be made. Strong lending outcomes come from asking the right questions and understanding the story behind the documents.
BrokerDash helps identify where further discussion may be appropriate before submission. The broker remains responsible for understanding the customer's circumstances, making reasonable inquiries, and deciding when further information is needed.
BrokerDash surfaces what a credit manager looks for, before you submit.
How BrokerDash startedThe broker reality
Time spent reviewing files adds up.
- Documents.
- Income.
- Expenses.
- Liabilities.
- Supporting information.
Every file takes time.
BrokerDash helps bring it together.
How it works
From document pack to submission-ready.
Review documents faster.
Surface broker action items earlier.
Prepare a cleaner submission file.
Step
Upload documents
Documents uploaded.
Step
BrokerDash reviews the file
File reviewed.
Broker action items
Findings surfaced for broker review
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Additional income identified from bank deposits
Recurring credits observed across the review period.
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Personal loan repayment observed in statements
Repayment activity identified within transaction history.
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Observed expenses differ from declared living expenses
Declared and observed spending patterns differ.
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Salary packaging reimbursement matched
Matched between payslip deductions and bank statement credits.
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Supporting document may be older than lender requirements allow.
A more recent document may be required.
Step
Review findings
- Clarify any questions.
- Confirm supporting information.
- Prepare the file.
File prepared for submission.
Step
Submission-ready file
- Documents checked
- Income evidence reviewed
- Broker action items addressed
- File prepared for submission
Cleaner submission. Reduced rework.
The difference
See the bigger picture.
Most tools collect information.
BrokerDash helps you review it.
- Income.
- Expenses.
- Liabilities.
- Supporting information.
- Reviewed together.
Connect the dots
Income, expenses and liabilities reviewed as one file, not separate documents.
Reduce rework
Catch missing or inconsistent information before the lender does.
Support better conversations
Ask clients the right questions earlier, with the document behind every finding.
Know your file before you submit
Every finding is surfaced for your review before submission.
Time saved
The minutes add up.
BrokerDash surfaces key findings in minutes.
Estimate how long you'd normally spend reviewing a supporting document pack, then see how much time BrokerDash can return each month.
Estimated operational review time
Set this to the time you'd normally spend thoroughly reviewing a supporting document pack before submission.
Minutes returned
585
Hours returned
10h
Working days returned
1
1 day = 7.5h
More than a full working day returned every month.
Every insight surfaced upfront is one less follow-up discovered after submission.
More time for clients, prospecting, business growth and life outside work.
Submit with confidence.
Time returned is based on the values you selected and already allows for uploading documents and reviewing BrokerDash's findings before submission.
Get back to doing what you love.
Prospecting. Family. Get outside. Golf. Finish on time. Bike riding. School pickup. Life outside work.
Your clients' data
Built for sensitive documents.
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Encrypted in transit (TLS) and at rest. Documents and records are encrypted at rest by our infrastructure providers.
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Data is hosted in AustraliaAU
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We hold borrower information for the shortest time possible. Workspace data is automatically deleted 12 hours after creation.
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Document downloads are logged, and any support access to a review is recorded against a named staff member with a written justification.
BrokerDash surfaces insights for broker review. Brokers make every inquiry and every decision.
Get started
Be first to know when BrokerDash launches.
BrokerDash is preparing for launch with Australian mortgage brokerages. Register your interest and we'll let you know when early access opens.
Register interest
- Access before public launch
- 3 complimentary file reviews
- No credit card required
- Direct access to the BrokerDash team during evaluation
