OneBookPlus vs BrokerEngine
The complete broker platform
BrokerEngine is a powerful deal CRM, but it's only a deal CRM. OneBookPlus gives Australian mortgage brokers pipeline management, compliance, invoicing, calculators, bookings, and marketing in one affordable platform.
Key takeaways
5- BrokerEngine is AUD-billed per user, per month, for deal management alone, with broker seats and support seats charged separately and a one-off onboarding fee at the start (published rate in the comparison table below). A typical Australian broker stack then adds Xero, Calendly and Mailchimp subscriptions around it.
- OneBookPlus is AUD-billed from $0/mo Free (10 invoices/mo, 250 contacts), $29/mo Starter, $49/mo Plus, or $69/mo Growth (with a discount on annual billing), bundling deals, invoicing, calculators, bookings, and accounting in one subscription.
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- BrokerEngine genuinely wins on aggregator workflow depth and lender automation today, areas where OneBookPlus has manual deal/commission tracking and direct Connective, AFG, PLAN and Loan Market integrations still on the roadmap.
- OneBookPlus wins on NCCP Act 2009, Best Interests Duty (in force since 1 January 2021) and ASIC RG 273 documentation in the deal pipeline, plus client-facing loan calculators and an online booking page BrokerEngine doesn't offer.
- The consolidation case is one AUD-billed subscription in place of a per-seat deal CRM plus Xero, Calendly and Mailchimp, and a bill that stays flat when you add a support person or a second broker.
What you get with each platform
OneBookPlus
From $0/mo. Everything included
- Deal pipeline (kanban)
- Trail book tracking
- BID compliance documentation
- Shareable loan calculators
- GST invoicing & fee proposals
- Online booking page
- Email marketing & campaigns
- Accounting & P&L reports
- Mobile-first design
BrokerEngine
Per user, per month. Deal CRM only
- Deal pipeline & workflows
- Trail book tracking
- BID compliance
- Loan calculators
- Invoicing & accounting
- Online bookings
- Email marketing
- P&L reports
- Requires Xero, Calendly, etc. for the rest
OneBookPlus vs BrokerEngine: detailed comparison
See exactly what's included in each platform. OneBookPlus replaces BrokerEngine and 4+ other tools brokers typically pay for.
| Feature | OneBookPlus | BrokerEngine |
|---|---|---|
| Deal pipeline (kanban) | Yes | Yes |
| Trail book tracking | Yes | Yes |
| BID compliance documentation | Yes | Yes |
| CRM & contact management | Yes | Yes |
| Referral source tracking | Yes | Yes |
| Loan calculators (shareable) | Yes | No |
| GST-compliant invoicing | Yes | No |
| Fee proposals & quoting | Yes | No |
| Online booking page | Yes | No |
| Email marketing & campaigns | Yes | No |
| Accounting & P&L reports | Yes | No |
| Job management & pipeline | Yes | No |
| POS & retail management | Yes | No |
| Native mobile app | Yes | No |
| Free plan available | Yes | No |
| Mortgage-workflow automation depth | No | Yes |
| Loan-application platform integrations | No | Yes |
| Price (AUD) | From $0/mo | Per user / mo |
| Full business platform | Deal CRM only |
The dimensions Australian brokers check first
Where a dedicated mortgage-broker CRM and loan-process workflow tool meets an all-in-one Australian business platform. We give BrokerEngine full credit on loan-process depth and aggregator workflows, and show what OneBookPlus bundles around it. Cited against BrokerEngine’s public pages.
| Category | Feature | OneBookPlus | BrokerEngine |
|---|---|---|---|
| Deal workflow | Loan-process pipeline (enquiry → settlement) | Kanban deal pipeline | Deep, automation-driven workflow (source: brokerengine.com.au/features) |
| Loan tooling | Lender note / serviceability automation | Manual notes + tasks | Automated lender workflows (source: brokerengine.com.au/features) |
| Aggregator | Connective / AFG / PLAN / Loan Market sync | Manual deal & commission entry (direct sync on roadmap) | Aggregator integrations (source: brokerengine.com.au/integrations) |
| Compliance | Best Interests Duty / NCCP docs in pipeline | Yes | Yes |
| Trail book | Upfront + trail commission tracking | Yes | Yes |
| Calculators | Client-facing repayment / borrowing-power tools | Yes | Not documented (source: brokerengine.com.au/features) |
| Invoicing | GST-native broker-fee invoicing + ABN validation | Yes | No |
| Bookings | Client-facing online booking page | Yes | No |
| Marketing | Email campaigns & post-settlement nurture | Yes | Not documented (source: brokerengine.com.au/features) |
| Accounting | P&L, balance sheet, BAS-ready GST reports | Yes | No |
| Bank feeds | Australian bank feeds (via Basiq) + AI categorisation | Yes | No |
| AI features | AI Companion (chase, follow-up, winback, EOD) | Yes | Not documented (source: brokerengine.com.au/features) |
| Mobile | Native iOS app | iOS app | Web-first; native app not documented (source: brokerengine.com.au/features) |
| Pricing | Published entry price (AUD/month) | From $0/mo (Free), flat per plan | $163.90 inc. GST per broker user/mo, + $1,000 one-off onboarding (source: brokerengine.com.au/pricing) |
| Free plan | No-cost tier to start | Yes | None published (source: brokerengine.com.au/pricing) |
| Stack replaced | Tools bundled into one subscription | Deals + invoicing + bookings + accounting + marketing | Deal CRM only (Xero / Calendly / Mailchimp on top) (source: brokerengine.com.au/pricing) |
| Starting price (AUD, inc. GST) | From $0/mo | Per user / month | |
| Inc. GST · Free plan · Deals + invoicing + bookings + accounting | Billed per seat, broker and support · Deal CRM only · Xero / Calendly / Mailchimp on top |
Where BrokerEngine wins
Credit where it’s due
BrokerEngine is built by brokers, for brokers, around one job: moving a home-loan deal from enquiry to settlement with as few keystrokes as possible. That focus is real. Its loan-process workflow automates the repetitive parts of a mortgage file (lender notes, task chains, and status-driven checklists) and its aggregator integrations connect into the broking platforms a deal actually runs on. If your day is dominated by deal throughput and your processing team lives inside that loan-application workflow, BrokerEngine’s specialism is deeper than ours, and that depth is worth paying for.
Where OneBookPlus wins
Three differences that compound
The whole business, not just the loan file. BrokerEngine handles the deal; you still run Xero for broker-fee invoicing and BAS, Calendly for client bookings, and Mailchimp for nurture. OneBookPlus bundles GST-native fee invoicing, P&L and balance-sheet accounting, BAS-ready GST reports, Australian bank feeds (via Basiq), an online booking page, and email marketing into one subscription, so the point-tool stack BrokerEngine’s features page expects you to assemble yourself.
Client-facing tools that generate leads. BrokerEngine is an internal workflow engine, and we found no client-facing repayment, borrowing-power, stamp-duty, or refinance calculators, and no public booking page, on its features page. OneBookPlus ships branded, shareable loan calculators and a booking page that capture a prospect’s details straight into your CRM as a warm lead, turning compliance-grade tooling into a front-of-funnel asset.
Australian tax-native, and a free tier to start. Trail and upfront commission flow straight into BAS-ready GST figures and your P&L, so your accountant gets clean numbers without a Xero round-trip. And where BrokerEngine’s pricing page charges per user, per month, with broker seats and support seats billed separately and a one-off onboarding fee, OneBookPlus starts free and stays flat. A solo broker can consolidate BrokerEngine plus Xero, Calendly and Mailchimp into one AUD-billed subscription, and hiring a support person doesn’t re-price it.
Why Australian brokers are switching from BrokerEngine to OneBookPlus
One bill that doesn't grow with the team
BrokerEngine charges per user, per month, for deal management alone, then Xero, Calendly and Mailchimp each add their own subscription around it. OneBookPlus includes all of that from $0 to $69/month, and the price is the same whether you're one broker or a broker plus two support staff.
One platform, not five
Stop switching between BrokerEngine for deals, Xero for invoicing, Calendly for bookings, and Mailchimp for marketing. OneBookPlus connects your entire broking business in a single platform with shared data and no double-entry.
Invoicing & accounting built in
BrokerEngine doesn't handle invoicing. With OneBookPlus, send GST-compliant invoices for broker fees, track commission payments, generate fee proposals, and run profit & loss reports, without paying for a separate accounting tool.
Shareable loan calculators
Give prospects branded repayment, borrowing power, stamp duty, and refinance calculators they can use before their first meeting. BrokerEngine doesn't offer client-facing calculators, OneBookPlus makes them a lead generation tool.
OneBookPlus vs BrokerEngine: your questions answered
How does OneBookPlus compare to BrokerEngine for mortgage brokers?
They solve different amounts of the business. BrokerEngine is a workflow-focused deal CRM and it is genuinely good at that job, but it covers the deal pipeline and compliance side only. You still run Xero for invoicing, Calendly for bookings, and something else for marketing, each with its own monthly fee, and each seat you add to BrokerEngine is charged again. OneBookPlus includes deal pipeline, trail tracking, BID compliance, invoicing, booking pages, loan calculators, and email marketing in one platform from $0/month with no per-seat charge. The honest split: if deep aggregator integrations and automated lender workflows are the most-clicked part of your day, BrokerEngine is the deeper tool and stays worth its price. If your bottleneck is the four subscriptions around the deal, OneBookPlus covers more of the business.
Can OneBookPlus replace BrokerEngine for my brokerage?
It covers the core features brokers use BrokerEngine for: deal pipeline management, trail book tracking, BID compliance documentation, CRM, and referral tracking. Plus you get invoicing, online bookings, loan calculators, email marketing, and accounting included, features that would require separate subscriptions alongside BrokerEngine. What it doesn't replace yet is direct aggregator sync, so if your deals flow through a Connective, AFG, PLAN or Loan Market integration today, budget for manual deal and commission entry until ours lands.
How much does BrokerEngine cost compared to OneBookPlus?
BrokerEngine is billed per user, per month, and charges separately for broker users and support users, with a one-off Kickstart onboarding fee at the start. Brokers on AFG pay a higher per-seat rate than brokers on other aggregators. The current rates are published on brokerengine.com.au/pricing and stated in the comparison table on this page. Because it is per seat, a brokerage with a processing team pays several times the headline figure, and you still need Xero or MYOB for invoicing, a booking tool, and a marketing tool on top. OneBookPlus starts free and includes everything, deal pipeline, compliance, invoicing, bookings, calculators, and marketing, for $0 to $69/month, with no per-seat charge as the team grows.
Does OneBookPlus integrate with aggregators like BrokerEngine does?
Not yet, aggregator integration is on our roadmap. BrokerEngine has deeper aggregator integrations today, which is one area where it currently leads. However, OneBookPlus lets you manually track deals and commissions from any aggregator, and we're actively building direct integrations with Connective, AFG, PLAN, and Loan Market. For many brokers, the savings from consolidating their other tools into OneBookPlus more than compensates while we build these integrations.
Which brokers switch from BrokerEngine to OneBookPlus, and which should stay?
The brokers who switch are solo operators and small brokerages already paying for a deal CRM plus Xero, Calendly and Mailchimp on top. BrokerEngine focuses on loan-process workflow automation and deal tracking; OneBookPlus gives you deal pipeline, trail tracking, BID compliance, invoicing, online bookings, shareable loan calculators, email marketing, and accounting, all built for Australian brokers, with a free plan available and paid plans starting at $29/month that don't rise as you add people. The brokers who should stay are the high-volume ones whose processing team lives inside automated lender task-chains and direct aggregator sync with Connective, AFG, PLAN or Loan Market. BrokerEngine is deeper there than OneBookPlus today, and our direct aggregator sync is still on the roadmap.
Does OneBookPlus replace Xero for broker-fee invoicing and BAS?
Yes. BrokerEngine is a deal CRM with no native invoicing or accounting, so brokers run Xero or MYOB alongside it for fee invoices and BAS. OneBookPlus includes GST-native broker-fee invoicing with ABN validation, profit-and-loss and balance-sheet reporting, Australian bank feeds (via Basiq) with AI categorisation, and BAS-ready GST figures generated automatically from your invoices and commission income. Upfront and trail commission flow straight into those reports, so your accountant gets clean numbers without exporting to a second system.
Will I lose loan-process workflow depth by leaving BrokerEngine?
Be honest with yourself here. BrokerEngine's loan-process workflow and aggregator integrations are deeper than OneBookPlus today, that's its single focus and its genuine strength. OneBookPlus gives you a kanban deal pipeline with BID/NCCP compliance documents, referral tracking, and trail-book reconciliation, plus manual deal and commission entry from any aggregator while direct Connective, AFG, PLAN, and Loan Market integrations are on our roadmap. If automated lender workflows are the most-clicked part of your day, BrokerEngine may still be the better fit. If you want the whole business, deals, invoicing, bookings, marketing, and accounting, in one platform, OneBookPlus wins on breadth and cost.
How OneBookPlus works for mortgage brokers
Most mortgage brokers using BrokerEngine still juggle Xero for invoicing, Calendly for bookings, Mailchimp for email marketing, and maybe a spreadsheet for tracking trail income. That's four or five subscriptions, four different logins, and data that never quite syncs between them. OneBookPlus brings your entire broking business into a single platform (deals, compliance, invoicing, bookings, marketing, and accounting) so everything connects and nothing falls through the cracks.
When a deal settles in OneBookPlus, the commission invoice generates automatically, trail payments are tracked against your book, and the client enters your post-settlement nurture sequence, all without touching a second tool.
Feature deep dive
Deal pipeline with compliance: Manage every deal from enquiry to settlement on a visual kanban board. Attach BID compliance documents, track referral sources, log client communications, and move deals through custom stages. Unlike BrokerEngine, the pipeline connects directly to your invoicing and accounting: when a deal settles, the fee invoice is one click away.
Trail book & commission tracking: Import trail statements, reconcile payments against your book, and spot discrepancies before they cost you money. OneBookPlus tracks upfront and trailing commissions by lender, aggregator, and referrer, and feeds the numbers directly into your P&L reports and BAS summaries so your accountant gets clean data.
Shareable loan calculators: Give prospects branded repayment, borrowing power, stamp duty, and refinance calculators they can use before their first meeting. Each calculator captures the prospect's details and feeds them into your CRM as a warm lead. BrokerEngine doesn't offer client-facing tools like this, being focused purely on internal workflow.
Who should switch
OneBookPlus is the right fit if you're a solo broker or small brokerage paying per seat for BrokerEngine plus separate subscriptions for Xero, Calendly, and Mailchimp. It's also ideal if you want client-facing tools like loan calculators and an online booking page to generate leads, features BrokerEngine doesn't provide. If you don't need deep aggregator API integrations today, consolidating the whole toolkit into one flat subscription is the case to weigh.
When BrokerEngine might still be the better fit:
If you run a high-volume brokerage where the loan-process workflow is the most-clicked screen of the day, with a processing team living inside automated lender task-chains, serviceability checklists, and tight aggregator integrations with Connective, AFG, PLAN or Loan Market, then BrokerEngine's deal-throughput specialism is deeper than OneBookPlus today. Our direct aggregator sync is on the roadmap; until it lands, a deal-volume-driven brokerage keeps real value from BrokerEngine's automation.
How to switch from BrokerEngine to OneBookPlus
Export your contacts and active deals
In BrokerEngine, export your client list and open-deal data to CSV. Import it into OneBookPlus: names, emails, phones, referral sources, and deal stages map across into your CRM and kanban pipeline. Keep your BrokerEngine login active as a read-only archive of historical loan files for as long as you need.
Set up trail tracking, fee invoicing, and compliance
Configure your deal pipeline stages, attach your BID/NCCP compliance templates, and set your ABN, GST preferences, and broker-fee invoice terms. Import recent trail and upfront commission statements and connect a bank feed (via Basiq) so commission income reconciles automatically and flows into your BAS-ready GST figures, the work you previously did in Xero.
Publish calculators and bookings, retire the extra tools
Publish your branded loan calculators and online booking page, set up a post-settlement email nurture sequence, and start running new deals in OneBookPlus. Once a full pipeline cycle runs cleanly, cancel Calendly and Mailchimp, drop Xero, and, if you no longer need its aggregator workflows, wind down BrokerEngine.
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Deals, trail book, BID compliance, invoicing, calculators and bookings in one AUD subscription, with no per-seat charge.
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About this comparison
How we compared OneBookPlus to BrokerEngine
Feature claims about OneBookPlus reflect what is shipping today on onebookplus.com.au. BrokerEngine pricing and feature claims were last verified against BrokerEngine’s public Australian product pages on the date below; vendor pricing changes frequently, so check the BrokerEngine website for your specific situation before making a decision.
Disclosure: OneBookPlus publishes this comparison and stands to benefit if you switch. We aim to compare like-for-like on capability and Australian tax compliance, if you spot something out of date, email hello@onebookplus.com.au and we’ll review it.
About the author
Bishal Shrestha
Founder & CEO, OneBookPlus
Bishal spent a decade running digital projects for Australian small businesses before founding OneBookPlus. Bishal regularly assists Australian small to medium businesses with software stack consolidation, including the trade-offs of moving from BrokerEngine to an integrated platform. The comparison above is informed by direct migration experience, not a single read of the BrokerEngine marketing site.
Read the founder bioLast reviewed and updated: June 2026 by Bishal Shrestha