Brokerbench

Seamlessly integrates into your existing workflow:

THE PROBLEM

Your Mortgage Origination Process Limits Your Growth

Because you waste time chasing clients, doing repetitive work, and fire fighting instead of growing your business.

Time wasting

You waste time сhasing clients and doing repetitive work

Poor experience

Inconsistent client experience and outcomes

Slow sales

Slow processing time & long sales cycle

Labor intensive

Require more admin staff to process more loans

It doesn't have to be this way

Stop Duct-Taping Tools Together That Weren't Actually Designed For Mortgage Brokers

You spend hours setting up your system only to:

Solve part of the problem & still leave a lot of gaps

Provide a poor customer experience that doesn’t build trust

Stress about things constantly slipping through the cracks

Have customers avoid a tool and fall back into the old way

THE SOLUTION

Increase your practice volume without hiring more staff and sacrificing quality with an automated fact-finding tool

Less time & manual labor

Eliminate human error

Shorter scales cycle

Intuitive Client Portal

Get Files Back Faster Without The Hassle

Avoid costly delays by removing friction from the process. Your clients know exactly what information you need and when you need it. And progress tracking with a due date help them stay accountable.

Set up your client portal

Automated Follow-Ups

Spend Your Time Advising. Not Chasing Clients

Gather all documents & information without endless email threads & calls. Brokerbench keeps your client informed and accountable with automated SMS and Email reminders.

Automate My Follow-Ups

Application Tracker

Never Miss a Single File Again

Track completion of applications in one place. Effortlessly accept, reject or ask for a review with the click of a button.

Set Up an Application Tracker

Automated Workflows

Automate Busywork - Maintain Quality as You Scale

Automated file upload

Don’t waste time manually downloading and uploading files.

Standardized file naming

Keep all the files organized to make it easy to find them later.

Request templates

Eliminate human error and maintain consistent experience with request templates.

Automate Workflows

Convenience

Seamlessly integrate into your existing workflow with Zapier integration across 5,000+ apps

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Frequently Asked Questions

If you have any further questions, Get in touch with our friendly team

Ask a question

Who is Brokerbench for?

A: Before we decided to make Brokerbench accessible to the public, we spent years learning the ropes on how to run a successful mortgage practice.

We took everything we learned over the past X years to craft the best fact-finding software possible – the result is Brokerbench

But the proof is in the pudding.

To be sure that Brokerbench is the right fit for you, we invite you to put Brokerbench to the test for 14 whole days. No credit card required.

If you like it – great, we’d love to welcome you to the familyIf you realise that Brokerbench is not the tool you’re looking for– no hard feelings.

You can cancel your subscription anytime. No questions asked.

How do I know if Brokerbench is right for me?

Which payment methods are accepted?

Turn Your Practice Bottleneck Into Your Competitive Advantage