Mortgage broker software built for Australia
WealthX is an Australian mortgage broker software platform that puts your website, digital fact find, CRM, client wealth app, retention and marketing in one platform. Clients share their bank data through open banking, so you see their real position before the first meeting. After settlement, an app in your brand keeps them coming back.
- From $75 per broker a month
- 30 day free trial on Growth
- No minimum term
- Data stored in Australia
- ISO 27001 certified
Broker modules
Seven modules, one login
Everything a broker needs on the client side, from the first visit to your website to the referral years later.
Website templates
Professional broker websites in your brand, mobile ready and quick to set up. Your digital fact find is embedded, so visitors can start it straight from your site. Growth adds a client facing AI chat assistant.
Digital fact find
Clients complete the fact find online at their own pace. Answers are checked as they go, and consented bank data arrives through open banking, so there is less to chase.
CRM kanban
Every deal on one board from lead to settlement. Log calls, emails and meetings in one click and keep every task for a deal in one place.
Client wealth app
A white labelled app with your logo and colours. Clients see their full financial position, track their goals and stay in touch with you between loans.
Retention
Rate monitoring flags clients who could get a better deal, and campaigns bring quiet clients back. Alerts and campaigns are fully customisable to how you look after your clients.
EDM marketing
Email campaigns from a drag and drop builder with professional templates. Segment your database and track opens and clicks.
WealthX AI and Co-Pilot
AI that helps with client communication and document processing, plus the WealthX Co-Pilot for Chrome and Edge, which answers lending policy questions across more than 60 Australian lenders with sources.
How a deal runs through WealthX
Enquiry
A client finds you through your website and gets in touch or books a time.
Fact find
They complete the digital fact find and share their bank data through open banking.
Pipeline
The deal moves across your CRM kanban to settlement, with notes and follow ups in one place.
After settlement
The client app, rate monitoring and campaigns keep you in touch for the next loan and the referrals.
Works alongside your aggregator
Keep lodging loans the way your aggregator requires. WealthX covers the client side your aggregator software does not: your website, fact find, open banking data, client app, retention and marketing. The client data you collect is ready to use in your aggregator and lender application systems.
Built for Australian brokers
- Open banking under the Consumer Data Right. WealthX is a CDR representative of Basiq, an accredited data recipient. Read our CDR Policy
- Data stored in Australia on AWS Sydney, encrypted in transit and at rest. WealthX is ISO 27001 certified.
- Priced in Australian dollars, per broker, with no minimum term.
- Broker to planner referrals through our integration with Padua Solutions.
- We publish the quarterly Credit Rep Report on broker movements across the top 10 aggregators.
Mortgage broker software pricing
Per broker, no minimum term, cancel anytime. See full pricing
| Plan | Price | Best for | Includes |
|---|---|---|---|
| Starter | $75 per broker a month | Solo brokers getting started | Website templates, digital fact find, CRM kanban, client wealth app, basic EDM marketing, email support |
| Growth | $99 per broker a month, 30 day free trial | Growing firms | Everything in Starter, plus WealthX AI, Website Customer AI, the Chrome and Edge Co-Pilot, the retention module, unlimited database uploads and priority support |
| Enterprise | Custom | Large firms and aggregator groups | One on one onboarding, new staff onboarding, a dedicated account manager and partner priority support |
Tools brokers replace with WealthX
One platform and one bill instead of separate subscriptions, such as Squarespace, WordPress, monday.com, Pipedrive, MyProsperity, Moneysoft, WeMoney, illion, Effi, Middle, CashDeck, Mystro, Sherlok, Hound, Stryd and Cynario.
Questions brokers ask
What is mortgage broker software?
Mortgage broker software is the set of tools a broker uses to win clients, collect their financial details, manage loans through to settlement and keep clients after settlement. In Australia that usually means an aggregator platform for lodging loans, plus a CRM, fact find, website and marketing tools. WealthX brings the client side of that stack into one platform.
What should Australian brokers look for in mortgage broker software?
Open banking under the Consumer Data Right, so clients can share bank data instead of statements. A digital fact find. A CRM built around the loan pipeline. Retention tools for after settlement. Client data stored in Australia. And pricing per broker with no lock in contract.
How much does mortgage broker software cost in Australia?
WealthX costs $75 per broker a month on Starter and $99 on Growth, with custom pricing for large firms and aggregator groups. There is no minimum term, and Growth comes with a 30 day free trial.
Does WealthX replace my aggregator's CRM?
No. Keep lodging loans through your aggregator's platform. WealthX covers the client side around it: your website, fact find, open banking data, client app, retention and marketing.
Can my clients share bank data instead of sending statements?
Yes. Through open banking under the Consumer Data Right, clients consent to share their bank data, which Basiq collects securely. You see their income and expenses without chasing statements. Consent lasts up to 12 months and clients can withdraw it at any time.
Is client data stored in Australia?
Yes. WealthX stores data in Australia on AWS Sydney, encrypts it in transit and at rest, and is ISO 27001 certified.
Is there a free trial?
Yes. The Growth plan has a 30 day free trial, and every plan has no minimum term.
See it with your own clients
Start a free trial on Growth, or book a demo and we will walk you through it.