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Save hours each week with AI assistants trained on real lender policies. From content and compliance to client comms — BrokerBuddie handles it all.
We’ve already loaded them into the system, giving you 24/7 access to lender insights — just like having their BDM on call.
Watch this quick overview to understand how our platform simplifies your workflow.
Each Buddie is trained for a specific loan type or task — from residential and commercial policies to compliance, marketing, and asset finance. Tap into instant expertise, tailored to every corner of your brokerage.
Residential Loan Support Simplified: Your go-to assistant for navigating residential home loan policies, serviceability rules, and lender requirements—saving time and ensuring clarity for every application.
Commercial Loan Guidance, On Demand: Get fast insights into complex commercial lending policies, including property types, lease terms, and business financials—so you can structure deals confidently.
Smarter Asset Finance Assistance: Instantly access lending rules and criteria for vehicle, equipment, and machinery finance. From chattel mortgages to operating leases—AssetBuddie helps you stay compliant and efficient.
Personal Loan Policy Made Easy: Whether it’s for debt consolidation or lifestyle funding, PersonalBuddie helps you match clients to lenders with clear, up-to-date personal loan criteria.
Fast-Track Private Lending Knowledge: Navigate the world of non-bank and private lenders with ease. Get criteria, funding timelines, and approval nuances in one place—ideal for urgent or unconventional deals.
Compliance and Docs Assistant: Stay audit-ready with help managing document checklists, NCCP compliance, ID verifications, and application paperwork—AdminBuddie keeps the back office in check.
Your Digital Growth Companion: From ad copy and email campaigns to landing page funnels—MarketingBuddie helps brokers attract, nurture, and convert leads more effectively with tailored content support.
Specialist SMSF Lending Support: Navigate the complexities of self-managed super fund loans with confidence. From trust structure rules to lender-specific criteria, SMSFBuddie helps you handle documentation, loan limits, and policy variations—so your SMSF deals stay on track and compliant.
Business Loan Expertise, On Demand: Whether it’s unsecured, secured, short-term or working capital—BizBuddie helps you find the right lenders, understand ABN requirements, and structure business loans faster. Ideal for SMEs, startups, and seasoned operators alike.
Live Compliance & Admin Help, On Call: Whether you're chasing lender documents, stuck on policy wording, or need help writing client messages—SupportBuddie has your back. Get instant answers, admin support, and live chat help to keep your broking business running smoothly.
Get instant access to lender policies, content generators, client support, and document tools—built for brokers who want to do more in less time.
Get instant help with the everyday messages, documents, and decisions you handle — powered by broking-specific AI templates.
Couldn’t find what you’re looking for? You can add your custom templates.
BrokerBuddie is stacked with tools designed specifically for the way finance brokers work.
Search real lender policies instantly. No more sifting through PDFs or calling BDMs. Just ask and get your answer.
Loan-Type AI Assistants - (ResBuddie, CommBuddie, AssetBuddie, PersonalBuddie, PrivateBuddie, SMSFBuddie)
Admin & Compliance Buddies - (AdminBuddie, ComplianceBuddie)
Marketing Tools for Brokers - (Social post scheduler, Email writer, Campaign builder)
Chat with Your Documents - (AI File Chat on lender PDFs, internal docs)
Pre-Built Broker Templates - (Emails, posts, lead replies, SOPs)
Custom Chatbot Embed for Broker Sites
All-in-One Workspace - (Content, CRM-style folders, team tools)
Need a specific feature? Contact us
Independent Brokers
Small Brokerage Teams
Brokerage Firms & Aggregators
New Brokers
Commercial, Asset, and Home Loan Brokers
Loan Processors & Admin Support
Training Managers & Mentors
Virtual Assistants (VAs) for Brokers
Students & Aspiring Brokers
From first enquiry to post-settlement — BrokerBuddie supports every task brokers tackle daily.
Lead
Enquiry
Capture client interest from websites, referral forms, or social media channels.
Fact
Find & Discovery
Use BrokerBuddie tools to collect key financials, goals, and borrowing needs.
Product
Research & Policy Match
Leverage ResBuddie, CommBuddie, and other assistants to filter lenders, policies, and structures instantly.
Scenario
Structuring
Run quick serviceability checks and lender fit using AI-powered calculators and prompts.
Submission
Prep
Generate lender-ready cover letters, compliance notes, and required documents with AdminBuddie.
Application
Submission
Send applications via your aggregator or CRM – BrokerBuddie keeps you checklist-ready.
Lender
Follow-Up & Client Updates
Track milestones, respond to emails, and manage follow-ups with built-in reply generators and reminders.
Settlement
Use templates and checklists to prepare for settlement, handle requests, and notify clients.
Post-Settlement
Nurture
Trigger review requests, retention messages, and upsell campaigns using BrokerBuddie’s Content Studio and Social Tools.
Built to Work Like a Broker — But Faster
Input the key details — loan type, client profile, asset type, or specific policy question (e.g. “Which lenders allow 1-day ABN for low doc?”).
Get a clear, broker-level answer based on actual lender guidelines — no PDFs, no guesswork, no waiting on BDMs.
Use the result to guide your lender selection, structure deals smarter, and reduce back-and-forth in the application process.
Want to see it in action? Try BrokerBuddie
Don’t just take our word for it — hear from brokers across Australia who are saving time, closing more deals, and delivering better client service with BrokerBuddie.
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We have tailored a variety of plans to fit your budget, ensuring that you can leverage the power of AI anytime, anywhere.
$ 38 Per Month
Select StarterPerfect for solo brokers getting started. Includes all 5 AI Buddies for policy support across every lending type, plus core tools to write faster and close deals with ease.
$ 59 Per Month
Select EssentialsPerfect for solo brokers who need fast answers, emails, and deal summaries powered by AI. Includes Residential and Personal Loan assistants, AI document tools, and file chat functionality.
$ 99 Per Month
Select GrowthBuilt for growing brokerages that need faster workflows, better collaboration, and access to marketing tools. Includes full access to all lending policy AI chatbots, enhanced limits, and added team capabilities.
$ 159 Per Month
Select Pro TeamPerfect for small brokerage teams who want full access to all lending assistants and document workflows. Includes everything in Essentials, plus Commercial and Asset Buddies, document collaboration, and team access
$ 399 Per Month
Select EnterpriseBuilt for large brokerages and aggregators who need advanced AI capabilities, full team access, white-labeled dashboards, and powerful CRM/API integrations. Includes all Buddies, premium features, and dedicated support
All payments undergo processing through the associated payment gateway, ensuring complete security with 256-bit SSL encryption.
Our support team will get assistance from AI-powered suggestions, making it quicker than ever to handle support requests.
BrokerBuddie is purpose-built for brokers, with assistants trained on real lender policies, compliance rules (NCCP, AML), and marketing tasks tailored to the industry.
Absolutely. Many solo brokers use BrokerBuddie to replace 3–5 tools. It saves time on compliance, marketing, and client communication—all in one dashboard.
From summarizing lender policies and writing client emails to generating social media posts and compliance checklists, BrokerBuddie supports over 30 daily broker tasks.
No uploads are required, but you can optionally upload PDFs like lender policy docs or internal checklists to get AI assistance with them.
The AI assistants are trained on actual lender guidelines and can suggest relevant criteria based on your scenario input (e.g., income, deposit, product type).
Yes. Admins can assign assistants, manage roles, and control access per user seat.
BrokerBuddie includes social media post scheduling, image generation, email campaign builders, and pre-built templates—all tailored for brokers.
Yes. BrokerBuddie never stores or uses your client data to train the AI. It uses OpenAI’s secure, stateless API.
Yes. Use the “AI File Chat” tool to upload lender PDFs or internal docs and ask questions about them.
Yes. The platform is fully responsive and can be used via mobile browser or pinned to your home screen like an app.
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