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The challenge

The problem

Mortgage brokers juggle spreadsheets, disconnected calculators, scattered emails, and manual intake processes. There's no single place to manage client scenarios, run calculations, and collaborate with your team.

Our approach

The Domato approach

BrokerIQ brings scenario management, client intake, quick calculators, live market rates, Gmail integration, and team collaboration into one purpose-built workspace — so you can spend less time on admin and more time serving clients.

Features

Key features

Scenario Management

Create, compare, and track multiple loan scenarios per client with full history.

Client Intake

Streamlined intake forms with autosave, document uploads, and shareable links.

Market Rates (CDR)

Live mortgage product data from the Consumer Data Right — always up to date.

Quick Calculators

Stamp duty, borrowing capacity, equity, split loan, refinance, offset, and more.

Gmail Integration

Connect your Gmail to track client communications alongside scenarios.

Organisation & Teams

Invite team members, share scenarios, and manage your brokerage collaboratively.

Process

How it works

01

Sign Up

Create your account in 30 seconds. No credit card required.

02

Set Up

Configure your organisation, invite team members, and connect your email.

03

Serve Clients

Build scenarios, run calculations, and manage intake — all in one place.

Who it's for

  • Mortgage brokers and brokerage teams
  • Loan writers managing client pipelines
  • Broker aggregator groups
  • Finance professionals advising on lending

Frequently asked questions

Ready to get started?

See Real Estate in action or talk to our team.