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BrokerDash
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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 started

The 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.

01

Step

Upload documents

Payslip
Bank statement
Expense declaration

Documents uploaded.

02

Step

BrokerDash reviews the file

File reviewed.

04

Step

Review findings

  • Clarify any questions.
  • Confirm supporting information.
  • Prepare the file.

File prepared for submission.

05

Step

Submission-ready file

Submission-ready
  • 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.

  • Encrypted in transit (TLS) and at rest. Documents and records are encrypted at rest by our infrastructure providers.

  • Data is hosted in AustraliaAU

  • We hold borrower information for the shortest time possible. Workspace data is automatically deleted 12 hours after creation.

  • 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
Register interest