Loan Market Broker

Loan Market Broker puts your MyCRM pipeline in your pocket. Built for Loan Market brokers, it's the companion app for the moments you're not at your desk — between appointments, in the car park, on your way to an auction.

Sign in with your existing MyCRM account and you're straight into today's work.

YOUR DAY, THE MOMENT YOU OPEN IT — lodged, approved and settled against your monthly targets, for you and every adviser in the business; what's coming (finance clauses, settlements, pre-approval expiries); a recap of what moved while you were out.

A DAILY BRIEFING, WRITTEN FOR YOU — pick the topics that matter (pipeline changes, latest notes, upcoming finance clauses, settlements, pre-approval expiries) and get a plain-language summary of your active pipeline and contacts.

ASK YOUR CRM ANYTHING — chat with an assistant that knows your pipeline, save the prompts you reach for most, teach it the context it should remember.

DEALS, END TO END — pipeline by stage with quick actions; loan structure, lenders and splits, contacts, notes and full activity history.

NOTES WITHOUT THE TYPING — dictate a voice note after a call, transcribed and filed against the right deal or contact.

CLIENTS, IN CONTEXT — Search your contacts, see every deal they're attached to, and pick up the note history on each one before you dial.

ALSO IN THE APP — Product Finder, Face ID lock, push notifications.