Founding Partners


Industry leading productivity software for mortgage brokers. Manage your database, select loan products, empower your clients via Client Portal and utilise extensive automation to reduce time taken to settle a deal. 



Collect data and documents, update your clients pre-populate your fact find and ember compliance and fraud prevention in an intuitive cloud-based solution.


Bluestone is a fast-growing lender specialising in residential home loans. With a team of over 275 professionals across Australia, New Zealand and the Philippines. Bluestone started out as an Australian lender headquartered in Sydney in 2000. They manage over A$9bn in home loans for our Australian and New Zealand customers and have helped over 48,000 Aussies and 11,500 Kiwis with home loans that fit a wide range of circumstances.

Bluestone helps people with a variety of financial needs, whether they are looking to refinance, purchase homes or invest in residential property. Their solutions are popular not only with PAYG borrowers, but also self-employed borrowers who require alternative ways to prove their income, and residential property investors with complicated income streams.

The circumstances and needs of their customers' are diverse - for example, some have a clear credit history and others have had a few financial hiccups. That’s why they have done away with credit scores and instead ask questions to better understand each unique situation. By assessing every application on a case-by-case basis, Bluestone can build a more accurate picture of personal circumstance and match home loans to different lifestyle needs.




Oak Capital is a Specialist Non-Bank Lender and Mortgage Manager that specifically focuses on supporting SME's by providing time critical alternative funding arrangements and support with complex commercial transactions. 

We exist for experienced commercial brokers as well as brokers that may not have the time, capability or desire to write transactions in the commercial or Non-Bank market, with a unique hand holding approach to service, and the ability to move on and fund urgent and out of the box transactions within circa 48 hours if necessary. 

We are solutions focussed, and take the time to understand the needs of each borrower on an individual basis. No transaction is the same and our approach is one of common sense and commerciality. We work to buy a transaction not just assess what is put in front of us. We understand SME clients, how they work, the difficulties businesses come into from time to time and can provide a boutique product tailored toward their specific need.

Our team takes pride on the fact that we educate brokers around the Non-Bank market, as well as throughout each stage of a transaction we are assisting with to ensure we are not only providing a market leading service, but also lifting the bar around product diversification training and education, which is particularly important for new to industry or inexperienced brokers that may not qualify for commercial accreditation with mainstream lenders. Hand the opportunity to Oak knowing that you own the customer, and let us find the best possible solution. 

With approximately $700M of Assets Under Management, the origination of over $1.5B in transactions per annum, and an experienced sales team with a national footprint, Oak Capital are one of the fastest growing Non-Bank’s in Australia.

Connect with Oak Capital for support with the following loan scenarios:

  • Low Doc or No Doc transactions
  • Bridging Finance & Second Mortgages
  • Tax debts
  • Residual Stock
  • SMSF Lending
  • Mortgage arrears, unpaid credit impairment issues, bankruptcies & liquidation
  • $10M+ loan amounts and unlimited cash-out
  • Development Funding
  • Non-Resident Funding
  • Unfinished Development Projects
  • Specialised security including Vacant Land”

Click Here to find out more!


Affiliate Partners

Movinghub is a software-as-a-service solution designed for Brokers to be able to provide a streamlined moving service for their clients who move properties. Renamed for the Finance and Coffee Community as FC Connect, the fully branded service that allows you to go above and beyond for your clients and take the hassle out of organising utilities for Move In Day. For your clients who aren't moving, F/C Connect can also assist clients who aren't moving get better deals on all their utilities.

You can even rename the service as your own business, eg Broker Business Connect. You’ll work with a ‘movologist,’ who will help your clients with everything from switching over your utilities to finding the right appliances for your new home. Security, insurance, truck hire, storage – you name it. If it’s part of the moving process, they can help. Everything is done online or over the phone, making it even more convenient for you. This tech innovation is making it remarkably easy to transition from old home to new. Even better, the services are free to sign up for both the broker and your customer.




Effi is a smart lead management platform for mortgage brokers designed to boost broker’s efficiency and increase digital engagement with the borrower through their white label borrower dashboard.
Efii is not just another lead management or CRM system, it goes beyond that and helps you manage your work more effectively to double your capacity and grow your business.

We are known for our Intelligent AI-powered SMS and Powerful Email Automation. Why? Because our brokers have seen a 70% improvement in customer engagement when using our bot.

Our intelligent AI-powered SMS Chatbot can reach out to your clients/leads using natural conversationsand book in appointments, saving you time!

Our email automation is also a great tool to use to keep your customers engaged on what’s happening in the market based on their preference.

Offer exactly what your customers want to see and at the right time using Effi’s predictive sending feature. You can easily create campaigns in minutes!

In addition to our 2 most popular features, Effi also offers:

*White Label Branding with your company logo and branding
*Sleek Consumer Portal for your customers to communicate, complete their fact find, and upload their documents including bank statements from one portal
* Automated Income, Expense, Asset and Liabilities categorization from Bank Statements for both customer and broker
*Grow your business with purchase of qualified appointments from high traffic websites
*Efficient Lead Management with tasks and reminders

More features are getting released every week and we are always looking for broker partners who are keen to provide us feedback. 

Register your interest at



Household Capital is an independent retirement funding provider for borrowers aged 60 or above. Our mission is to help older Australians ‘Live Well at Home’. We offer responsible, long-term and flexible access to home equity to help them achieve their retirement goals while continuing to live at home. ME Bank and Legal & General UK are strategic partners and investors.

In 2020, Household Capital was ranked the fifth most innovative company by AFR Boss Awards in the banking, superannuation and financial services sector. It was also shortlisted for the ‘consumer lending’ category in The Finnies 2020. For more information visit



Mortgage Ezy is a dynamic, innovative Non-Bank Lender operating throughout Australia. As a disruptor, Mortgage Ezy has shaken up the mortgage market since its inception in 2001 by using technology to enhance its service offering across a diverse and wide range of loans. It has filled the gaps in the market with specialty products including SMSF Residential & Commercial together with delivering sharp rates to provide a genuine alternative for Owner Occupier and Investment loans with all the bells and whistles. Preferring to assess borrowers on their individual merits rather than taking a cookie cutter approach has seen Brokers voting with their feet in droves. Too Ezy!


Valiant is Australia’s largest business finance platform offering solutions from over 80 leading lenders. With it, you can instantly search and filter the loan market, connecting your clients with the right finance for their needs in real time. 

The platform has a 90% loan approval rate thanks to Valiant’s Scenario Checker, where you can see if applications meet approval criteria before you submit them and get deals right, first time. 

To ensure a smooth and streamlined experience, all stages of the transaction process—from inquiry to settlement—are managed within Valiant’s digital platform which can be used as a stand-alone, co-branded or completely white-labeled tool for your business.

You also get the option of delegating (as much or as little) admin as you like to Valiant’s industry-leading support team. Spend more time with your clients and less doing paperwork.

Best of all, there are no costs or subscription fees, and commissions are paid out every week. Grow your business and expand your offering today by partnering with Valiant.