MyCRM. One platform. Every deal.

Close deals faster, cut admin, and stay compliant, all in one platform for residential, asset and commercial.

Back-to-back winner Australian Broking Awards, Tech platform of the year 2024 & 2025.

Tech built by brokers, for brokers

Smarter tools. Less admin. More business.

Everything we build is co-designed with real brokers—tested, refined, and optimised through constant feedback. The result? Time-saving tools that reduce admin, improve compliance, and help you grow with confidence.

5–7 hours saved per week

Automation that frees you up to focus on clients, not checklists.
35% higher client retention

Tools that help you stay top-of-mind and in control of client journeys.
100% audit pass rate

Built-in workflows that keep compliance running in the background.
All in one platform

Residential, commercial and asset finance, managed in one place.

MyCRM Overview

Your deal command centre

See every deal, every step, all in one place. From first contact to final settlement, MyCRM keeps your pipeline moving so you never miss a beat.

Total pipeline visibility: with a centralised dashboard that tracks every deal from lead to settled. Never miss a follow-up or a critical deadline again.
Goodbye admin grind: Automate document collection, compliance notes, expense tracking and follow-ups.
Built your way: Customise automated workflows to suit your business, and every deal type (residential, asset, commercial).

Client Experiences

Unforgettable client experiences

First impressions count. MyCRM helps you deliver a professional, personalised client journey that builds trust and wins referrals. your clients at every step.

Start strong: Digital fact finds make data capture seamless and accurate.
Stay connected: Automated, tailored updates keep clients informed and confident.
Present with clarity: Generate clear loan recommendations that help clients make fast, confident decisions.
Keep them close: Post-settlement automations drive reviews, referrals and repeat business.

Data Insights

From data to decisions

Turn data into a competitive advantage. Spot opportunities, stay compliant, and show clients the bigger picture.

Know your business: Dashboards highlight performance, commissions and opportunities.
Automation that works: Daily reminders, follow-ups and compliance notes taken care of in the background.
Show the options: Scenario projections help clients see and understand their choices clearly.

Your engine for growth

From leads to lifelong relationships.

Built-in marketing tools: Run email campaigns, newsletters and promotions.
Smart segmentation: Target the right clients at the right time.
Track results: Simple analytics to refine and improve campaigns.

Data Security & Compliance

Compliance & security, built-in

Protecting your business, stress-free

Gold-standard, bank-grade security: SOC 2, Type 2 and ISO-grade protection.
Compliance made simple: Integrated BID notes and audit-ready records.
Data you can trust: Robust security to safeguard sensitive client information.

Integration & Scalability

Integrations that grow with you

The partners you trust today, and the flexibility you’ll need tomorrow.

Seamlessly connected: Integrate with the tools you already rely on; CoreLogic, Quickli, illion, Scantek and more.
Built to grow: One platform that scales with you, whether you’re running solo, growing and enterprise, MyCRM scales with you across residential, asset and commercial.
Designed for flexibility: Open API and third-party plug-ins give you the freedom to build a tech stack that fits your business.

AI-Powered Automation

MyCRM Intelligence, built-in

Automate the complex, uncover opportunities, and save hours of admin.

My Note Writer: Creates audit-ready BID notes, client summaries and exit strategies in seconds, reducing your documentation time.
My Data Analyst: Transforms business data into clear insights, so you can make smarter decisions to grow.
My Documents Automatically classify, rename, and redact documents, Saving hours of admin.
My Quality Assurance: Acts as your 24/7 risk guardian, automatically flagging potential issues before they become problems.
My Retention: Scans your back-book for refinance and repricing opportunities, turning existing clients into repeat revenue.

Diversify your revenue

One platform for every specialisation

Purpose-built tools for every type of deal.

Residential finance: From lead to settlement, everything you need to close deals faster and stay in touch with clients.
Asset finance: Intuitive workflows for quoting and managing complex asset finance deals, with instant access to a wide lender panel.
Commercial finance: Advanced tools to streamline large, multi-party deals, backed by robust reporting and calculators for business lending.

Tech built by brokers, for brokers

Innovation moves faster here

Our internal R&D engine, Cube Labs, turns broker insights into breakthrough features. Whether it’s mobile-first tools, AI experimentation or next-gen lending UX-we’re always building what’s next.

Live pilot programs
Broker-led R&D
Fast-tracked enhancements
Experimental AI tools

Residential

The industry's #1 platform

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Commercial

All-in-One Platform for Commercial Finance Growth

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Asset Finance

Power your asset finance deals

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Growth stories from across the LMG community

We back brokers from their first deal to their first hire and beyond. See what it looks like when you combine people, tech, and the right support.

How strategic marketing amplified the impact of a community champion

“What’s stopping me from doing this myself?” A thought that kept echoing in Dan Brown’s mind as a small business banking manager at NAB, helping entrepreneurs secure finance to build their dreams. After 13 years in banking and inspired by the confidence and success of the business owners he served, Dan took the leap into … Continued

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From the Skies to Settlements: Matt Symons’ runway to broking

LMG

Matt began looking for a way to transfer his skill set and existing financial knowledge into a new industry—and made the bold pivot to become a mortgage broker.

When COVID grounded Matt Symons’ 10-year aviation career overnight, he didn’t wait for the skies to clear. With a baby on the way and a mortgage to match, he made the call to pivot — and launched Balmoral Financial on Sydney’s Lower North Shore. Seven months in, he’d settled 91 deals worth $71M. Here’s how he built his runway to success.

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30 Years of putting customers first: how Loan Market changed the Broker landscape

How it all started In 1994, Loan Market launched with a simple vision: put customers first, always. The early days were scrappy—fax machines, paper applications, and late-night visits to clients’ homes. What they lacked in technology, they made up for in tenacity. Over time, the industry shifted. Aggregators grew. Regulations increased. But Loan Market stayed … Continued

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How Loan Market helped Nitish Kumar’s business generate over 900 leads in 12 months

Looking for a better way to service his clients, grow his business and become a completely digital business, Nitish Kumar joined Loan Market in 2019 and has gone on to build a fantastic business in Loan Market Canberra. With aspirations to grow a large brokerage to support a broader range of clients and develop strong … Continued

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Cultivating Excellence: Sam and Bechara’s blueprint for success with Loan Market

Before entering broking, Sam Walker was a publican. In 2008, he left hospitality and in a casual chat with his mortgage broker was told, “I think you’d be a great broker” because of Sam’s natural financial acumen. Deciding to take the plunge, Sam transitioned into the world of finance broking. Working as a solo broker … Continued

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In just twelve months, Samantha Barnett is forging a path as one of Loan Market’s stand-out brokers, hitting the ground running with significant lead generation and customer success. Achieving entry to CBA’s prestigious $1B club as a BDM, she felt like she’d hit a ceiling in the banking world, son 2021, she joined LMG as … Continued

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Wanting to do more for her clients, Jaime traded the stability of managing a branch at a major bank for the freedom and challenge of building something of her own.

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Amanda Young transitioned from a successful banking career into broking during the height of the COVID-19 pandemic. With her customer-first approach and an eye on small business lending, she built a thriving brokerage while managing the unique challenges of remote work and homeschooling. Amanda’s decision to partner with Loan Market, driven by its culture and … Continued

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Founded by Damien Roylance in 2015, Entourage was born with a simple mission – to provide award-winning service from a team that listens to the needs of everyday Australians, and they’ve done just that. Emerging as a leading brokerage in the country, Entourage has received widespread industry recognition for customer satisfaction, winning Australian Brokerage of … Continued

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How Brenden Lowbridge brought his vision to life by scaling his business.

How he set about educating, assisting and inspiring customers. Money Links was founded in 2000 by Gary Ross. With 15+ years of experience in the financial industry, Brenden Lowbridge joined forces with Gary, his mentor, in 2017. Brenden later assumed the reins from Gary, marking the beginning of a new era for Money Links. As … Continued

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Real estate savant to broker: Kirsty Dunphey’s path to a billion-dollar business

How she’s rapidly growing a brokerage as a parent. It’s not often a 20-year-old stays at hotels to acquire a real estate manager’s license, but Tasmanian native Kirsty Dunphey is no ordinary individual. One of Australia’s youngest principal agents by 21, she was recognised as the National Winner of Telstra’s Young Business Woman of the … Continued

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While working as a broker for a large brokerage firm, Evelyn recognised a gap in the market to deliver a unique selling proposition that prioritised customer service and education for borrowers. Seizing the opportunity to address this gap and meet her ambition of being her own boss, Evelyn launched Everlend in 2020. Looking for support … Continued

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How he leverages a team and database to reach massive milestones. “I could’ve easily sat on cruise control, but at the same time you rub shoulders with really big businesses and you go – challenge accepted.” Daniel Zarkovic, director of Loan Market Narellan, is kicking major goals as a Loan Market broker and business owner. … Continued

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Experts who get it

Tech built by brokers, for brokers

Our Commercial team is here to back your growth

You won’t find a faceless call centre here. Just a team of genuine, experienced professionals who understand commercial finance—and the realities of running a broking business. Whether you’re new to commercial or scaling up, we’re here to support your journey with advice, tools, and human-first help that makes a real difference.