Purpose-built for mortgage brokers and finance professionals. Manage clients, request documents, track compliance — all from one desktop app.
Built specifically for how Australian finance professionals actually work — not adapted from something else.
Send clients a unique upload link. They upload their ID, payslips, and bank statements directly — no portal login required.
Invite brokers, managers, and admins with a single email. Role-based access means everyone sees exactly what they need to.
Track every document against the application checklist. Know at a glance what's pending, what's been reviewed, and what's approved.
Track every loan application from pre-approval through to settlement. Full audit trail, notes, and document versions kept together.
Your team signs in with Microsoft Entra ID. No new passwords to manage. Supports personal and organisational accounts.
All documents stored on Azure with automatic versioning. Every action is logged — who viewed what, when, and why.
Set up your organisation or join an existing one.
No credit
card required to get started.
By signing up you agree to our Terms of Service and Privacy Policy. You'll receive a Microsoft invitation email to complete your setup.
Don't have an invite code? Ask your organisation admin — they'll
find it under
OurDMS → Settings → Team.