Built for Australian Mortgage Brokers
Your entire broking business in one place
From first enquiry to settlement and beyond. Track deals, manage compliance, calculate repayments, and keep clients for life.
Everything You Need
Built for How Brokers Actually Work
Forget juggling spreadsheets, compliance folders, and separate CRMs. OneBookPlus is the mortgage broker platform designed for brokers who'd rather be writing loans than wrestling admin.
Deal Pipeline
Kanban board from first enquiry through to settlement. See every deal at a glance — pre-approval, conditional, unconditional, settled — and never let one slip through the cracks.
Trail Book Tracking
Monitor trailing commissions across your entire loan book. See which loans are generating trail, track run-off, and forecast future trail income month by month.
BID Compliance
Auto-generate Best Interests Duty documentation for every deal. Record why you recommended a product, log alternatives considered, and produce audit-ready compliance files.
Loan Calculators
Repayment, borrowing power, stamp duty, and refinance calculators you can share with clients via branded links. Help prospects understand their options before the first meeting.
Referral Network
Track where every deal comes from — real estate agents, accountants, financial planners, past clients. Manage partner relationships and see which referrers are driving the most business.
Client Reviews
Automated annual review reminders for every client. Get alerts when fixed rates are about to expire so you can proactively reach out — before the lender does.
Invoicing & Quotes
Bill clients for broker fees, track upfront and trailing commissions from aggregators, and send professional fee proposals. GST-compliant invoicing built right in.
Booking Page
Let prospects book initial consultations online. Syncs with your calendar so you never double-book. Embed on your website or share a direct link.
Simple Workflow
How OneBookPlus Works for Mortgage Brokers
From enquiry to lifetime client in four steps — designed around a broker's actual workflow.
Capture the enquiry
Leads come in through your booking page, referral partners, or manual entry. Every enquiry lands in your pipeline with source tracking from day one.
Work the deal
Move deals through your pipeline — fact-find, pre-approval, formal approval, settlement. Log notes, attach documents, and auto-generate BID compliance records as you go.
Settle & get paid
Track settlement dates, commission payments from your aggregator, and invoice clients for broker fees. Everything reconciles automatically.
Retain for life
After settlement, clients move into your trail book. Automated annual reviews, fixed rate expiry alerts, and refinance opportunities keep you front of mind.
Who it's for
Built for every type of broker
Whether you're a sole operator or running a brokerage, OneBookPlus adapts to how you work.
Sole Operator Broker
Running your own book, meeting clients between inspections, juggling compliance paperwork. Needs fast deal tracking and automated BID documentation.
Brokerage Principal
Managing a team of brokers, tracking group pipeline, monitoring compliance across the business. Needs visibility over every deal and team performance.
Commercial Broker
Complex multi-party deals with longer settlement timelines. Needs detailed deal stages, document management, and commission tracking across multiple lenders.
Refinance Specialist
High volume, rate-driven business. Needs automated fixed rate expiry alerts, quick comparison tools, and efficient client review workflows.
Stop overpaying
How much are you spending on software?
Most small businesses stitch together 4-6 tools that don't talk to each other. Here's what that typically costs.
Real-world scenario
A day in the life: Sarah the mortgage broker
How a Sydney mortgage broker uses OneBookPlus on a typical Wednesday
Sarah starts her day at 8am checking the OneBookPlus dashboard. Two new enquiries came in overnight through her booking page — a first home buyer in Parramatta and a refinance from an existing client. Both are already in her pipeline.
She checks her deal pipeline: 3 deals at pre-approval, 2 waiting on valuations, and 1 going unconditional today. The compliance dashboard shows all BID documentation is up to date — she generated the latest one yesterday with two clicks.
Her 9am client arrives for an initial consultation. Sarah pulls up the borrowing power calculator on her iPad and walks through the numbers. The client is impressed — Sarah shares a branded calculator link so they can play with scenarios at home.
Between appointments, Sarah checks her trail book. Two loans settled last month and trail is now coming through. She spots a fixed rate expiry alert — a client's 2-year fixed term ends next month. She schedules a review call.
At lunch, Sarah sends an invoice for a broker fee on a complex deal that settled yesterday. The commission from her aggregator is logged against the deal. Her referral dashboard shows the local real estate agent who sent the Parramatta lead has now referred 6 clients this year — time for a thank-you coffee.
End of day: 4 client meetings done, 1 deal moved to unconditional, 2 new leads captured, trail book updated. All compliance documentation generated automatically.
How we compare
OneBookPlus vs broker software
See how we compare to the tools mortgage brokers typically use.
| Feature | OneBookPlus | BrokerEngine | Salestrekker | MyCRM |
|---|---|---|---|---|
| Deal pipeline (kanban) | ||||
| Trail book tracking | ||||
| BID compliance docs | ||||
| Loan calculators (shareable) | ||||
| Invoicing & fee proposals | ||||
| Online booking page | ||||
| CRM & contact history | ||||
| Email marketing | ||||
| Referral source tracking | ||||
| Free plan available | ||||
| Price | From $0/mo | $149+/mo | $99+/mo | $99+/mo |
Trusted by Brokers Across Australia
100%
BID-compliant documentation generated automatically
$0
Free plan — start managing deals immediately
4x
Faster deal tracking than spreadsheets
30 sec
To book a consultation via your online page
Australian Owned
Built in Melbourne, AU
GST Compliant
ATO-ready from day one
Bank-Grade Security
256-bit encryption
Free Plan Available
No credit card needed
Frequently Asked Questions
Common questions about OneBookPlus for Australian mortgage brokers.
Does OneBookPlus integrate with my aggregator?
Not yet — but aggregator integration is on our roadmap. Right now you can manually track commission payments from your aggregator and reconcile them against your deal pipeline. We're building direct integrations with major Australian aggregators including Connective, AFG, PLAN, and Loan Market.
Can I track trailing commissions?
Yes. The Trail Book Tracker lets you monitor trailing commissions across your entire loan book. See which loans are generating trail, track run-off when loans are refinanced or discharged, and forecast future trail income. Import your trail data or enter it manually as statements arrive from your aggregator.
Does it handle BID compliance?
Yes. The BID Compliance Pack auto-generates Best Interests Duty documentation for every deal. Record why you recommended a specific product, log the alternatives you considered, document the client's circumstances, and produce audit-ready compliance files. All records are timestamped and stored securely.
Can clients use the loan calculators themselves?
Absolutely. Every calculator — repayment, borrowing power, stamp duty, refinance — can be shared via a branded link with your business name and logo. Embed them on your website or send them directly to prospects. It's a great lead generation tool that positions you as a helpful expert before the first meeting.
Is there a mobile app?
Yes. OneBookPlus is fully mobile-responsive and works on any device. Update deal stages from your phone between appointments, check your pipeline on the go, and get notified when a client books a consultation. No more waiting until you're back at your desk.
About the author
Bishal Shrestha
Founder & CEO, OneBookPlus
Bishal has over a decade of experience in digital marketing, web development, and small business consulting across Australia. He has worked directly with Australian mortgage brokers — from sole operators to multi-broker firms — helping them streamline deal management, compliance, and client retention.
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Get Started FreeLast reviewed and updated: March 2026 by Bishal Shrestha