Borrowing calculators
Estimates that capture leads.
Finance broker borrowing calculators & document collection
Finance brokers: calculators that bring leads, portals that bring documents. Less chasing, more settling.
Leads asking 'how much can I borrow?', documents arriving one email at a time and clients ringing for updates. We build calculators and document portals for finance brokers.
Looking for finance broker calculators and document portals?
Brokers win clients with answers and lose time chasing documents. We build calculators that capture leads and portals that collect paperwork.
Wollopit builds calculators, client portals, application flows and websites for finance brokers around how your business actually works. We connect the systems you already use, replace the ones holding you back and look after the lot on our own servers, so your clients get answers faster and your team spends less time chasing paperwork.
01The problems
What we hear from finance brokers
Does your finance brokerage have these problems? Here's how we'd fix them.
Most finance brokers we talk to are drowning in document chasing, re-keyed forms and clients asking for updates by phone.
- The problemHow much can I borrow?Leads want quick answers.How we fix itBorrowing calculators on your site.
- The problemDocuments by emailChased one by one.How we fix itDocument checklists with uploads.
- The problemUpdate callsClients anxious.How we fix itApplication status portal.
- The problemFact findsLong forms.How we fix itOnline fact finds.
- The problemReferralsPartners send leads by email.How we fix itReferral partner forms.
- The problemPost-settlementClients forgotten.How we fix itReview reminders.
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.
Document checklists
Uploads by item.
Status portal
Application progress.
Online fact find
Saved as they go.
Referral forms
Partner leads tracked.
Review reminders
Clients stay with you.
03How it changes
Before and after
A loan application, wolloped.
Here's how a typical day could change. Every business is different, so we map yours first.
Before
- Email list of documents
- Payslips arrive slowly
- Client rings for updates
- Forgotten after settlement
After
- Checklist in the portal
- Uploads complete
- Status visible
- Review reminder set
04Services
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, document checklists 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
Status portal and online fact find: customer and staff portals that work on any phone without an app store.
Integrations and automation
We connect Xero, MYOB and Microsoft 365 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.
05Integrations
Connections
Plays nicely with what you already use.
We connect to the tools you rely on, work alongside the ones you're happy with or replace the ones holding you back.
- Xero
- MYOB
- Microsoft 365
- Google Workspace
- DocuSign
- HubSpot
- Salesforce
- Calendly
- Stripe
- Zoom
06How 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 spend time with the people doing the work, see where the hours go and work out what's actually slowing you down.
- 02
Archi-tech
We plan it before writing code: your data, customers, payments, the tools you keep, hosting and cost.
- 03
Build
Real engineering, shown to you early and often. Usually the most painful bit first, so you get a win quickly.
- 04
Look after
We host it, maintain it and keep improving it. When something breaks you call the people who built it.
07Questions
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 advice.
How much does it cost?
It depends on what you need, so we quote up front once we understand your finance brokerage. No surprise invoices, no lock-in and you own what we build.
Can it connect to our CRM and aggregator tools?
Usually, yes. We connect to the systems you rely on and fill in what they can't do. If something should go we'll explain why before anything changes.
Is client data kept secure?
Yes. Encrypted connections, restricted access and Australian-managed servers, following the Australian Privacy Principles. We only collect what's actually needed.
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.