Borrowing calculators
Borrowing power, repayments, extra repayments and refinance savings, clearly labelled as estimates and built to capture the lead.
Finance broker software: calculators, fact finds & portals
Finance brokers: calculators that bring leads, portals that bring documents. Less chasing, more settling.
Leads ask "how much can I borrow?" at 9pm, payslips arrive one email at a time and clients ring every second day for an update. We build borrowing calculators, online fact finds, document portals and status trackers for finance brokers that feed the CRM you already use. Then we host them and look after them.
Looking for finance broker calculators, fact finds and document portals?
Brokers win clients with quick answers and lose whole afternoons chasing paperwork. The lead fills in a contact form and goes cold before you ring back. The fact find takes an hour on the phone. Then the documents dribble in by email, half of them blurry, out of date or the wrong account, while the client rings to ask why it's taking so long.
Wollopit builds custom software for finance brokerages around how you actually write loans. Borrowing calculators on your website that capture the lead properly. Fact finds clients fill in on their phone and save as they go. A document checklist that knows exactly what this deal needs and chases it for you. A status page so clients stop ringing. We work around Mercury, Salestrekker, MyCRM or whatever your aggregator gives you, then host and maintain the lot.
01The problems
What we hear from finance brokers
Does your finance brokerage have these problems? Here's how we'd fix them.
Most brokerages we talk to are great at structuring deals and stuck doing admin a portal could do. The work isn't hard. It's just endless.
- The problemLeads go cold before you call backSomeone wants to know what they can borrow tonight. They fill in a contact form, you ring tomorrow and they've already downloaded a bank app.How we fix itBorrowing and repayment calculators on your website that give a clear estimate on the spot and capture loan type, deposit and timeframe straight into your CRM.
- The problemDocuments arrive one email at a timeYou send a list of 14 things. Payslips turn up Tuesday, one bank statement Friday and the ID never comes.How we fix itA document checklist portal where clients upload item by item, see what's still missing and get automatic SMS and email nudges.
- The problemThe wrong documents, againPayslips older than 30 days, phone photos of a statement, the savings account instead of the transaction account.How we fix itUpload rules and plain-English guidance on each item, with you approving or rejecting each one and the client told exactly what to fix.
- The problemThe fact find eats an hourIncome, expenses, assets, liabilities and dependants read out over the phone while you type it all in.How we fix itAn online fact find clients complete on their phone in their own time. It saves as they go and you review it before the meeting.
- The problemRetyping everything into the CRMThe same client details keyed into your spreadsheet, the aggregator CRM and the lender portal.How we fix itFact find and document data pushed into Mercury, Salestrekker or MyCRM where their integrations allow, so you enter it once.
- The problem"Any news on the loan?"Anxious clients ring and email for updates, especially in the week before settlement.How we fix itA status page showing where their application is up to, from submitted to conditional to unconditional to settled, updated as you move it.
- The problemEvery deal type needs different paperworkA home loan, a car loan, an equipment lease and a commercial deal all need different checklists. Someone always forgets the BAS or the invoice.How we fix itDeal-type templates that build the right checklist for PAYG, self-employed, asset and commercial clients automatically.
- The problemReferral partners left in the darkAccountants, real estate agents and planners send leads by email, then ask what happened. Referral fees live in a spreadsheet.How we fix itA referral partner portal where partners submit leads, see progress and know what they're owed, with fees tracked against settled loans.
- The problemCommission statements don't add upUpfront and trail from a dozen lenders arrive on aggregator statements and nobody has time to check what's missing.How we fix itA commission tracker that matches statements to settled loans, flags missing trail and keeps an eye on clawback windows.
- The problemClients forgotten after settlementFixed rates roll off, leases end and the client refinances with someone else because you never called.How we fix itAutomatic reminders for fixed rate expiry, lease end dates and annual reviews, so you ring them first.
- The problemFile notes all over the placeRequirements, objectives, consents and why you picked that lender scattered across emails, notebooks and the CRM.How we fix itStructured file notes, timestamped privacy consents and a record of when the credit guide was sent, all on the client file.
02What we build
Solutions
What we build for finance brokers. Usually all talking to each other.
Pick the one that's hurting most or join the whole lot up. Everything is built around how your team works, not the other way round.
Asset and car finance calculators
Repayments with balloons, terms and GST for vehicles and equipment, ready for the business owner on their phone.
Lead capture and routing
Calculator and website enquiries sent to the right broker with loan type, amount and urgency already filled in.
Online fact find
Income, expenses, assets, liabilities and goals, saved as they go, with joint applicants filling in their own parts.
Document checklist portal
Item by item uploads, missing item nudges, approve or reject with a reason and everything filed to the client.
Deal-type templates
Different checklists for PAYG, self-employed, asset finance, commercial and refinance clients.
Application status tracker
A simple page clients can check any time, with milestones and an SMS when something moves.
Bank statement and ID links
Connections to bank statement retrieval and identity check services you already use, sent from the portal.
E-signing
Credit guides, privacy consents and authorities sent for signature through DocuSign and filed automatically.
Referral partner portal
Partners submit leads, track progress and see referral fees owed against settled loans.
Commission tracker
Upfront and trail matched to settled loans, missing payments flagged and clawback windows watched.
Post-settlement reminders
Fixed rate expiry, lease end, annual review and birthday touchpoints so clients stay yours.
Booking and video meetings
Clients book a call with the right broker through Calendly with Zoom or Teams links sent automatically.
A broker website that converts
Hand-built, quick on mobile, with calculators front and centre and built to rank for 'finance broker' in your area.
03The systems
The big ones
From first click to settlement, on one system.
These are the systems finance brokers ask us about most. Each one works on its own and they really pay off once they're joined up.
Calculators & leads
Answer "how much can I borrow?" before the bank does.
Calculators on your website give people a quick, honest estimate at 9pm on a Sunday. Every result comes with a clear next step. The lead lands in your CRM with the details you'd normally spend the first call asking for.
- Borrowing power estimates
- Repayment and extra repayment calculators
- Refinance savings calculator
- Car and equipment finance with balloons
- Clearly labelled as estimates
- Lead capture with loan type and timeframe
- Routed to the right broker
- Instant SMS or email alert
- Book a call straight from the result
- Which calculators bring the most leads
Document collection
Every document, in one place, without the chasing.
Clients get a checklist built for their deal and upload each item from their phone. The portal nudges them about what's missing so you don't have to. You approve or reject each one with a reason and everything is filed against the client.
- Checklists by deal type
- Upload item by item from a phone
- Plain-English guidance on each item
- Automatic SMS and email nudges
- Approve or reject with a reason
- Joint applicants upload separately
- Bank statement retrieval links
- Secure storage in Australia
- Download the full pack in one go
- Shows you what's missing at a glance
Online fact find
The fact find, done before the meeting.
Clients work through income, expenses, assets and liabilities on their phone at their own pace. It saves as they go and joint applicants can fill in their own parts. You walk into the meeting already knowing the deal.
- Mobile-friendly step by step forms
- Saves as they go
- Joint applicants fill in their own parts
- Expense categories that make sense
- Self-employed and company sections
- Goals and requirements captured
- Privacy consent signed online
- Broker review and notes
- Pushed to your CRM where it allows
- Pick up where they left off
Application status
Clients check the status. You stop answering the phone.
A simple status page shows where the loan is up to, from submitted to settled. Move a deal forward and the client gets an SMS. Settlement week gets a lot quieter.
- Milestones from lodged to settled
- SMS and email when it moves
- Outstanding conditions listed
- Valuation and approval dates
- Settlement date countdown
- Real estate agent or accountant view
- Branded with your logo
- Secure login or magic link
- Messages kept on the file
- Every update logged
Referrals & trail
Partners who keep sending. Clients who come back.
Accountants, agents and planners get their own portal to refer clients and track progress. Commissions and referral fees are matched to settled loans. Rate expiry and review reminders make sure you call the client before another broker does.
- Referral partner logins
- Partners submit leads in a minute
- Partners see deal progress
- Referral fees tracked per loan
- Commission statements matched to loans
- Missing trail flagged
- Clawback windows watched
- Fixed rate expiry reminders
- Lease end and annual review reminders
- Partner and client reports
04How it changes
Before and after
A loan application, wolloped.
Here's how a typical home loan could change. Every brokerage works differently, so we map yours first.
Before
- Contact form enquiry sits overnight
- An hour on the phone doing the fact find
- Email a list of documents and wait
- Payslips arrive slowly and one is expired
- Client rings twice a week for updates
- Forgotten until they refinance elsewhere
After
- Calculator estimate captures the lead tonight
- Client finishes the fact find on their phone
- Checklist built for their deal in the portal
- Uploads complete with nudges doing the chasing
- Status visible with an SMS at every step
- Fixed rate expiry reminder already set
05Services
Everything under one roof
Software, websites and systems for finance brokers.
Whether you're starting fresh or upgrading what you've got, it's one team from the first sketch to the support call.
Custom software for finance brokers
Built around how your finance brokerage actually runs: borrowing calculators, asset and car finance calculators and the admin in between, in one system you own.
Websites for finance brokers
Fast, hand-built websites that rank for the searches your customers make and turn visits into enquiries, bookings or orders.
Finance brokerage system upgrades
Running on spreadsheets, old software or a platform you've outgrown? We move your data across and upgrade in stages so the business never stops.
Apps and portals for finance brokers
Lead capture and routing and online fact find: customer and staff portals that work on any phone without an app store.
Integrations and automation
We connect Connective Mercury, Salestrekker and MyCRM so information moves on its own and nobody retypes it.
Hosting, support and care
Managed hosting, updates, backups and security for your finance brokerage, looked after by the people who built it.
06Integrations
Connections
Plays nicely with what you already use.
We connect to the tools you rely on, work alongside your aggregator CRM and replace the spreadsheets holding you back.
- Connective Mercury
- Salestrekker
- MyCRM
- ApplyOnline
- Quickli
- illion BankStatements
- Basiq
- Equifax
- DocuSign
- HubSpot
- Salesforce
- Xero
- MYOB
- Microsoft 365
- Google Workspace
- Calendly
- Zoom
- Stripe
- Mailchimp
07How we work
The process
Some people dip their toe in. We turn up in a rebreather.
We get properly below the surface of your finance brokerage: the systems, the busy days and the jobs everyone hates. Then we fix the bits that matter most first.
- 01
Think
We sit with you and your support staff, follow a deal from enquiry to settlement and find where the time actually goes.
- 02
Archi-tech
We plan it before writing code: your calculators, deal types, checklists, CRM connections, data security, hosting and cost.
- 03
Build
Real engineering, shown to you early and often. Usually the document chasing first, so you feel the difference on your next deal.
- 04
Look after
We host it securely, maintain it and keep improving it. When something breaks you call the people who built it.
08Questions
FAQ
Things finance brokers ask us.
Something else on your mind? Ring 0423 011 252 and ask the people who'd build it.
Are calculator results presented as estimates?
Yes. Calculators are clearly labelled as estimates, not offers or credit advice. You set the assumptions and wording so they suit your business.
Do we have to stop using our aggregator CRM?
No. Mercury, Salestrekker and MyCRM stay where they are. We build the calculators, fact finds and portals around them and push data across where their integrations allow.
Are client documents stored securely?
Yes. Documents are encrypted, stored on Australian servers and only visible to the people you allow. We plan access and retention with you before anything goes live.
Can the checklist change for self-employed or asset finance clients?
Yes. Each deal type gets its own template, so a PAYG home loan, a self-employed refinance and an equipment lease each ask for the right paperwork.
Can referral partners see how their clients are going?
Yes. Partners get their own login to submit leads and see progress, with only the details you choose to share.
How much does it cost?
It depends on what you need, so we quote up front once we understand it. No surprise invoices, no lock-in and you own what we build.
How long does it take?
A calculator or document checklist can be quick. Bigger systems are planned in stages so you get the first win early instead of waiting for everything at once.
Who looks after it once it's built?
We do. We host it on our own managed servers and keep it updated and secure. When you need something you ring the people who built it.
We already have systems. Can you upgrade them instead of starting again?
Usually, yes. Most finance brokers we work with keep what's working and upgrade the rest in stages. We move your data across, connect the old and new while we switch and retire the old system only when the new one is proven.
Contact
Got a finance brokerage problem? Consider it wolloped.
Tell us what's slow, broken, manual or missing. You don't need a spec, just describe what's going on.