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

Live demo · Blueprint No. 8383

Loans, minus the chasing. Every file, every date.

This is a mini version of the system we'd build for your brokerage. Clients upload to a checklist built for their loan and get chased automatically. They check their loan's progress on their phone instead of ringing you, agents get finance clause alerts and every settled loan drops into a review schedule that protects your trail. Have a play: every button works.

  1. 01Check today
  2. 02Chase missing docs
  3. 03Move a loan along
  4. 04Capture a lead
  5. 05Run the reviews

This is the scaled-down version.

The real one is built around how your mortgage brokerage runs: your CRM (Salestrekker, MyCRM, BrokerEngine or Infynity) and ApplyOnline for lodgements, illion BankStatements or Basiq for statements, DocuSign for credit guides and privacy consents, Quickli scenarios behind your website calculators, commission and trail statements reconciled into Xero or MYOB, Calendly and Zoom for bookings and Mailchimp for client updates. Your checklists, reminder timings, clawback rules and review schedule are set up the way you work. It's hosted and looked after by the people who built it.

Talk to us about the real one →