Demo This is a scaled-down, working version of the end product, built for demo purposes. Nothing is saved or sent anywhere.
wollopit Broker Desk for finance brokers ← Back to the overview

Live demo · Blueprint No. 3573

Settle more. Chase less. Your Tuesday, sorted.

Leads get a borrowing estimate at 9pm and land in your CRM already routed to the right broker. Clients upload documents against a checklist built for their deal while the nudges do the chasing. Then they watch their loan move to settled without ringing you, while commission, referral fees and rate expiries look after themselves. Have a play: every button works.

  1. 01Check today
  2. 02Run the calculator
  3. 03Approve the documents
  4. 04Lodge and settle
  5. 05Match the trail

This is the scaled-down version.

The real one is built around how your finance brokerage runs: calculators on your own website feeding Connective Mercury, Salestrekker or MyCRM, ApplyOnline lodgements, illion BankStatements or Basiq links sent from the portal, Equifax ID checks, DocuSign for credit guides and privacy consents, Calendly and Zoom for bookings, with commission and referral fees reconciled in Xero or MYOB. Your deal-type checklists, rejection reasons, nudge timings and reminder rules are set once to suit how you work. It's hosted and looked after by the people who built it.

Talk to us about the real one →