Instead of BrokerEngine
Stop paying BrokerEngine per login. Own your broking workflow.
Enterprise DNA builds your version around the way your brokers and support team move a deal from enquiry to settlement, brings your BrokerEngine records across, and runs it for you. Add a processor or a new broker without adding a line to the bill.
BrokerEngine Classic lists $163.90 a month per broker user and $108.90 per support user paid monthly, inc. GST, plus a one-off Kickstart fee of $1,000 + GST per broker group.
- check_circleYour data in a database you own
- check_circleOpen source, no lock-in
- check_circleBuilt and run by Enterprise DNA
What the logins pay for
BrokerEngine prices your headcount, not your loan book
The workflows, checklists and deal stages are how your practice already runs. BrokerEngine charges for the screens that show them, once for every person on the team.
A broker login for each accredited broker
Every broker writing deals under their own code needs a broker user: $163.90 a month on Classic paid monthly, or $136.58 a month paid annually, inc. GST.
A second price for the people who support them
Loan processors, client managers and non-writing management each need a support user: $108.90 a month on Classic, or $90.75 paid annually. Every hire on the admin side adds to the bill too.
More again for AFG lodgement
BrokerEngine Plus adds direct lodgement to ApplyOnline, for AFG brokers only, at $220 a month per broker user and $143 per support user paid monthly.
A Kickstart fee before you start
Workflow setup, migration and training come as a one-off Kickstart fee of $1,000 + GST per broker group, and there is no free trial to try it first.
Tasks tracked, commission not mentioned
BrokerEngine's homepage sells workflows, tasks, a client portal and expiry reviews. It does not mention commission tracking.
Discounts that wait for ten people
Volume discounts start at groups of 10 or more users. A practice of three brokers and two processors pays the full price on every login.
What you get instead
One record the whole practice can ask, from broker to processor
Workflow
The week's work, ranked by what goes wrong first
Checklists tell you what step a deal is on. This tells you which deal is about to fall over, and who owns it.
- check Finance dates inside five days on deals with no lender approval, ahead of everything else
- check Pre-approvals running out on clients who are still at auctions and open homes
- check Applications sitting with a lender with nothing logged for ten days, by broker
- check Overdue tasks named with the deal and the person they belong to
Reviews
Every expiry with the last conversation next to it
A fixed rate or interest-only period ending is the moment a client is most likely to refinance away. See the whole list with when you last spoke to each client.
- check Fixed rate expiries in the next ninety days with the balance that rolls
- check Rates that have already lapsed, flagged on their own line
- check Clients facing an expiry with nobody in touch for a month
- check Annual reviews past due, sorted by how late they are
Commission
What every lender owes you, checked on arrival
Your lender terms sit in the database, so each settlement has an expected upfront and each statement line is matched against it.
- check Upfronts still missing thirty days after settlement, by lender
- check Payments that arrived short, to the dollar
- check Loans inside a clawback window and the amount each one puts at risk
- check What the book pays each year in ongoing commission, lender by lender
Yours
A database the practice owns, and a rule book in plain words
Your records sit in a plain form any tool can read, and the compliance checks run against them with their sources written down.
- check A rule book that covers the NCCP Act and the Best Interests Duty, with its sources written down
- check Review letters and settlement summaries printed under your own logo
- check A new field, stage or report added by describing it in plain English
- check Open source under the MIT licence, with no seat count and no notice to give
Make it yours
Design your own BrokerEngine replacement
Everything starts from the open-source base. Then it gets your name, the parts you run, your rules and your data from BrokerEngine. Try it here, and we build the real one.
2. What it runs
3. Make it fit
4. Your colour
Answered from your own database
Good morning. Here is what needs you today.
We build it from the open-source base, bring your BrokerEngine data across and run it for you.
Switching
How to switch from BrokerEngine
A move usually involves exporting the records your account allows, mapping them to the new database, checking a test import, then running both systems briefly before you stop using BrokerEngine.
- 1
Export your records
BrokerEngine says you own your data and can export it as CSV at any time. Export what your account allows, in CSV, and check with BrokerEngine if you are unsure. Include available client, deal, loan, stage, expiry, review, commission and compliance records, plus any document records you need to retain. Do not assume every item is included in the export.
- 2
Map and load the records
BrokerEngine's columns do not match the free version's import format, so the records need to be mapped on the way in. Match the available fields to the new system's fields, then run a test import first. The test shows what would come across before anything is written. If you have Enterprise DNA run the move, they handle this mapping.
- 3
Review what the test flags
Check the test results for records or fields that did not map as expected, and resolve those before loading the records. Imported clients arrive without a customer due diligence date, and imported deals have an empty advice file by design. The compliance check then lists what needs backfilling. Review those gaps and decide what evidence or history you need to add.
- 4
Run both systems briefly
Keep BrokerEngine available while you check the new records against the records you rely on day to day. Review open deals, upcoming expiry and review dates, and any commission or document history you chose to bring across. The systems do not sync, so keep BrokerEngine as your working record during this check and note any changes you need to carry over before cutover.
- 5
Switch off BrokerEngine
Once the checks are complete and your team is ready, choose a cutover point and bring across any final changes you need. Confirm that nothing you need remains only in BrokerEngine before cancelling it. Applications continue through the lender's channel and your aggregator's tools. The new system records your practice information and does not submit applications to lenders.
Where the real effort goes
The real work is usually matching your BrokerEngine fields and stages to the new system, adapting your own rules, and deciding how much history to bring across. You will also need to review missing information, including customer due diligence dates and advice file records. If you have Enterprise DNA run the move, they handle the field mapping and migration work.
Not ready for a call?
Get your BrokerEngine switch plan by email
We will send you the step-by-step plan for moving your business off BrokerEngine, what the move really involves, and how we would do it for you.
Sent. Check your inbox.
Your BrokerEngine switch plan is on its way.
Rather talk it through? Book a call arrow_forwardTwo ways to switch
Start with the free version, or let Enterprise DNA build and run yours
Open source
Run it yourself
Free
- 1 Download the free version from GitHub
- 2 Open the demo practice in Claude Code
- 3 Ask which deals are closest to missing finance
- 4 Map your BrokerEngine CSV export into it when you are ready
Omni by Enterprise DNA
Have Enterprise DNA build it for you
One setup fee, then a monthly retainer
- check We bring your BrokerEngine clients, deals and tasks across and check them against your export
- check Your workflows and checklists rebuilt the way your brokers and processors work them today
- check A client portal for documents and fact finds, in your brand, if you rely on FinanceVault
- check It runs inside Omni, our managed Command Center, beside the rest of your business
Questions
Instead of BrokerEngine, answered
Can we actually get our data out of BrokerEngine? expand_more
Yes. BrokerEngine's pricing page says you own your data and can export it in CSV format at any time. Its columns are not the free version's import format, so the records are mapped on the way in. Enterprise DNA does that mapping, and a test run shows exactly what would come across before anything is written.
Our clients send documents through FinanceVault. What replaces it? expand_more
The free version has no client portal: documents stay in your own document store and the record notes what has arrived. If a single link for credit guides, fact finds and bank statements is part of how your practice runs, Enterprise DNA builds one into your version, in your brand, feeding the same records.
We are with AFG and lodge through ApplyOnline from BrokerEngine Plus. Do we lose that? expand_more
The free version does not lodge applications. Lodgement keeps going through ApplyOnline and your aggregator's tools. What moves is the record of your practice: clients, deals, deadlines, reviews and commission.
There is no lock-in contract. Why not just stay? expand_more
If you are one broker and the checklists suit you, staying may be fine. The cost is in the shape of the bill: every new broker is another $163.90 a month on Classic paid monthly, every processor another $108.90, and discounts only start at ten users. Your own system costs the same when you hire.
Does it handle our compliance obligations? expand_more
It checks your records against a written rule book that covers the NCCP Act and the Best Interests Duty, and lists the files missing a record of why the loan suited the client. It is not legal advice: you read and edit the rules to match your licence or your aggregator's requirements.
Pay for the work your practice does, not the people who do it
30 minutes with Sam. We look at what you pay BrokerEngine across brokers and support staff, which workflows your team really uses, and what your own version would look like. If it is a fit, we build it and run it. If it is not, take the free version and run it yourself.
Mortgage Broking for Claude Code is free and open source, published by Enterprise DNA.
Done paying for BrokerEngine?
Get your version built