Create. Capture. Convert.

#1 Marketing CRM for brokers

Script and produce on-brand content for the ads you run, capture on landing pages and quizzes, then dial and pipeline every enquiry in one place.

The problem

Content you make, and how fast you answer

Brokers already spend on Meta and Google. The leaks are slow content and slower follow-up. BrokerCloser is built for both.

Without BrokerCloser

Scattered tools. Slower follow-up.

Content stalls
Scripts and film days live in docs and chats. Production never keeps up with your ads.
Nowhere useful to land
Traffic hits a generic page. Weak capture means you paid for a click, not an enquiry.
The lead sits
The form dump lands elsewhere. No auto reply, no alert, while interest is still hot.
You call tomorrow
By the time you dial, they have already taken another broker’s call.
The deal fades
Stages and notes are scattered. You cannot see which ads actually settle.

Features

Your whole brokerage, working together.

Explore the real product, populated with Banksia Home Loans demo data.

Leads

Bring every lead into one clear view.

Keep contact details, quiz answers and activity together, with the context your team needs to follow up.

  • Search, tags and assignments
  • Profiles and contact history
  • Quiz answers and ad sources
  • Custom fields and URL tracking
  • Lead imports and data exports
A populated lead table opens Hannah Cole’s enquiry summary, showing her loan request, assigned broker, business details and lead source, then returns to the table.

Broker Lab coaching

The coaching behind your marketing

Build your marketing skills with Broker Lab. Step-by-step lessons and ongoing coaching help you put content, campaigns and follow-up into practice.

Course & coachingPractical lessons and ongoing support

BrokerCloser includedLifetime access with the program

Our team

Meet the people behind BrokerCloser

We bring together broker marketing experience and the tools to put it into practice, connecting your campaigns, enquiries and follow-up in one place.

Jackson

Jackson

Product & implementation

Jackson built BrokerCloser and leads its technical development. His focus is connecting your pages, quizzes and lead management so they work together to support your marketing.

  • BrokerCloser & lead management
  • Landing pages, quizzes & connections
  • Technical setup & implementation
View LinkedIn
Izak

Izak

Marketing & campaigns

Izak brings broker marketing experience to your audience, offer and message. His focus is the work behind your campaigns, from planning and scripting to creative and campaign decisions.

  • Audience, offer & messaging
  • Ad planning, scripts & creative
  • Campaign direction & decisions
View LinkedIn

Pricing

Just one settlement pays for years of BrokerCloser

Full access from day one, with room to grow.

Prices in Australian dollars (AUD)

Monthly

$210/ month

Billed monthly. Cancel anytime.

Every feature. One monthly plan.

  • Secure Stripe Checkout
  • Cancel anytime

Billed monthly through Stripe. Cancel anytime from Billing.

Proof

Brokers who are happy they made the switch

Real brokers using BrokerCloser to create content, capture enquiries, and close faster from the ads they already run.

  • Scripting and filming used to live in random docs and chats. Now Content Studio keeps the board and scripts in one place, so what we produce actually feeds the ads we run each week.

    Alex RiveraMortgage broker, NSW
  • I was tired of bouncing enquiries between a landing page, a dialler, and a board that never stayed current. Now the lead comes in, lands in the pipeline, and I can call without exporting another CSV.

    Sam ChenBroker principal, VIC
  • Speed-to-lead used to be a hope. I’d see the alert, finish something else, and they’d already taken another call. Now the lead hits and we’re dialling, so more of that ad spend turns into real conversations.

    Jordan BlakeBroker, QLD

FAQ

Frequently asked questions

How BrokerCloser fits your existing setup and the way you work.

Do I need to replace my existing CRM?

You can keep the system you use for loan applications and use BrokerCloser to manage your marketing and lead follow-up. Capture enquiries, track conversations and move leads through your pipeline here, while continuing your application process in your existing system.

Do I have to rebuild my website to use it?

No. You can keep your current website and embed a BrokerCloser quiz to capture enquiries, or create a separate landing page for an ad campaign. The website builder is there when you need it, so you can start with a single campaign without changing your whole site.

How do leads from my existing ads and forms get into BrokerCloser?

BrokerCloser quizzes save enquiries directly to your lead list. For external forms and lead sources, you can set up a connection through Zapier, Make or a webhook and choose where each answer is saved. Once connected, new enquiries arrive with the details your team needs to follow up.

What happens if a lead comes in while I’m with a client?

With your messaging providers connected and automations enabled, BrokerCloser can send an SMS or email acknowledging the enquiry and alert the assigned broker. You choose the message. The enquiry stays in your lead list so you can review their details and call back when you’re available.

Can my team or marketing agency use it without seeing everything?

Yes. Invite them into your workspace and choose which features they can view or edit. You can give a marketer access to content and websites, control who can publish, and limit a broker to their assigned leads. Each person gets the access they need for their role.

Get started

Create the content. Capture the click. Close the lead

Content, pages, dialer, and pipeline in one marketing CRM for brokers who run ads.

Log in