Secure uploads
Documents by checklist.
Mortgage broker application portals & loan tracking
Mortgage brokers: clients see every step to approval. Documents in, updates out.
Clients emailing payslips, asking where their loan is at and forgetting about you after settlement. We build application portals for mortgage brokers.
Looking for mortgage broker client portal software?
Home loans involve lots of documents and anxious clients. We build portals that collect paperwork and show progress through to settlement.
Wollopit builds calculators, client portals, application flows and websites for mortgage 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 mortgage brokers
Does your mortgage brokerage have these problems? Here's how we'd fix them.
Most mortgage brokers we talk to are drowning in document chasing, re-keyed forms and clients asking for updates by phone.
- The problemDocuments by emailInsecure and slow.How we fix itSecure document uploads.
- The problemClients chase updatesCalls during busy weeks.How we fix itLoan progress tracker.
- The problemCalculatorsLeads want numbers.How we fix itRepayment and borrowing calculators.
- The problemRefinance opportunitiesMissed.How we fix itRate review reminders.
- The problemFirst home buyersLots of questions.How we fix itGuides and checklists.
- The problemReferral partnersAgents and accountants.How we fix itPartner portals.
02What we build
Solutions
What we build for mortgage 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.
Progress tracker
From application to settlement.
Calculators
Lead capture.
Rate review reminders
Clients re-engaged.
First home guides
Clear steps.
Partner portals
Referrals tracked.
03How it changes
Before and after
A first home loan, wolloped.
Here's how a typical day could change. Every business is different, so we map yours first.
Before
- Payslips emailed
- Client anxious
- Status calls
- Forgotten after settlement
After
- Uploads secure
- Progress visible
- Fewer calls
- Annual review booked
04Services
Everything under one roof
Software, websites and systems for mortgage 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 mortgage brokers
Built around how your mortgage brokerage actually runs: secure uploads, progress tracker and the admin in between, in one system you own.
Websites for mortgage brokers
Fast, hand-built websites that rank for the searches your customers make and turn visits into enquiries, bookings or orders.
Mortgage 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 mortgage brokers
Calculators and rate review reminders: 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 mortgage 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 mortgage 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 mortgage brokers ask us.
Something else on your mind? Ring 0423 011 252 and ask the people who'd build it.
Does it connect to our aggregator software?
We work alongside it for client-facing collection and updates.
How much does it cost?
It depends on what you need, so we quote up front once we understand your mortgage 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 mortgage 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 mortgage 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.