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 Funds Manager and Mid-Tier Non-Bank Lender, encompassing Resicom, a specialist Mortgage Manager and boutique brokerage. As a group, Oak are one of the leading and most diversified lenders in the country, specialising in lending to SME clients secured by real estate assets. The group have circa $700M of Assets Under Management (AUM) and originate over $1.5B in transactions per annum.

Oak’s primary focus as a Non-Bank property lending business is to fill the gap between the second tier lending market and traditional Private Lending. Oak operate two licenced Managed Investment Schemes, being both a Retail Fund & Wholesale Fund, and are one of the fastest growing mortgage funds in the country.

In particular, the Oak Group specialise in offering both residential and commercial products and niche policies relating to;


• Low Doc transactions

• No Doc transactions

• Mortgage arrears

• Residual Stock

• Unfinished Development Projects

• Bridging finance

• Bankruptcies

• Liquidation

• Unpaid credit impairment issues

• Tax debts

• Specialised security including Vacant Land

• Unlimited cash out



Affiliate Partners



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



A Real Estate Marketplace for "pre-market and off-market" property listings. A referral fee is paid when a customer (referred to the platform by the Broker) purchases a property listed on it.

Brokers earn a referral fee which is a percentage of the Ad Fee (0.22 per cent of the sale price of a property) charged to the Real Estate company that lists the property when the property is sold via the platform.

Brokers can track if client has purchased via the platform and have the peace of mind that they will get paid. Better yet, when customer purchases again, Broker gets paid again! 




Zero Risk Fee. 

Zero LMI.

No financials options available



We have a range of tailored solution-driven loans for the self-employed including alternative documentation loans that do not require full financials and tax returns. Your income can be verified using other supporting information that may be more current, providing a clearer assessment of your ability to borrow.

Rate Money was founded by a team of experienced mortgage professionals to support self-employed business owners with their financing needs which can sometimes be more complex than other borrower types.


We think outside the box and remove the restriction of old school bank ideology to support their plans and aspirations, whether for home ownership, property investing, commercial property, purchasing via self-managed superannuation or other financing needs.


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.





Invoice Lending has never been easier!

Billzy offers an all in one platform which addresses the three most important things for any trading community: Payments, Invoicing and Cashflow management.

Borrowing for cashflow as never been easier. No need for financials or bank statements. Just provide a valid invoice and Billzy will do the rest for your customers.

Refer a customer to Billzy so they can:

1: Borrow against their invoice


2: Pay their debts in installments or both!

Be paid a referral fee each time your customer uses the platform!


ATTN Brokers: You can borrow against a recently settled loan that you have written and have not been paid yet.





ActivePipe for Mortgage Brokers
Do you need help staying in touch with your database? 
Are you worried about getting repeat business or converting old leads?
ActivePipe is a marketing platform that can dramatically increase the likelihood that your database will think of you first when they need a loan:
  • Monthly newsletters for residential and business customers
  • Lead nurturing funnels
  • Post settlement campaigns
  • CRM integration
Everything within ActivePipe is backed by research, data and a deep understanding about what consumers actually want to hear from a broker about.

You won't find another platform as technologically advanced, and with quality-tested content like ActivePipe.

Book a meeting here. 







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!