Built for Brokers. Powered by AI. Forward-thinking brokers are already exploring BrokerBuddie. Join the early wave before everyone else does.
Save hours each week with AI assistants trained on real lender policies. From content and compliance to client comms — BrokerBuddie handles it all.
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.
Broker Buddie streamlines every part of your business—from credit policy to client communication—with specialized AI tools built just for brokers.
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Get instant help with the everyday messages, documents, and decisions you handle — powered by broking-specific AI templates.
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Helps brokers plan effective, platform-specific content strategies to boost engagement and lead generation
Craft professional newsletters to keep your audience informed and engaged.
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From first enquiry to post-settlement — BrokerBuddie supports every task brokers tackle daily.
Capture client interest from websites, referral forms, or social media channels.
Use BrokerBuddie tools to collect key financials, goals, and borrowing needs.
Leverage ResBuddie, CommBuddie, and other assistants to filter lenders, policies, and structures instantly.
Run quick serviceability checks and lender fit using AI-powered calculators and prompts.
Generate lender-ready cover letters, compliance notes, and required documents with AdminBuddie.
Send applications via your aggregator or CRM – BrokerBuddie keeps you checklist-ready.
Track milestones, respond to emails, and manage follow-ups with built-in reply generators and reminders.
Use templates and checklists to prepare for settlement, handle requests, and notify clients.
Trigger review requests, retention messages, and upsell campaigns using BrokerBuddie’s Content Studio and Social Tools.
Enter Your Client Scenario
Instantly Search Lender Policies
Advise & Apply with Accuracy
Sarah M.
Mortgage Broker, VIC
James T.
Commercial Broker, NSW
David N.
Asset Finance Broker, QLD
$38
Per Month
Select Starter$59
Per Month
Select Essentials$99
Per Month
Select Growth$159
Per Month
Select Pro Team$399
Per Month
Select EnterpriseSafe Payment: Use Stripe or Credit Card.
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.
Automate your social media strategy with AI-powered scheduling. AI
Social Media Tools
Post Scheduler, Campaigns, Account Connect Plan and schedule LinkedIn, Facebook, and TikTok posts using AI-generated content tailored for brokers.
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