Broker-specific workflow
BrokerEngine describes itself as mortgage broker workflow software combining teamwork with automation, with auto-prioritised tasks and dynamic checklists. Briefi has an action register, not a loan workflow.1
Advisor, head to head
Briefi vs BrokerEngine
BrokerEngine is workflow software for mortgage brokers, built around tasks, checklists and automation, and used with any aggregator. Briefi is not a broking workflow tool and does not lodge loans. It covers the client conversation: the meeting, the follow-up, document requests and signing. If you want a system that runs a broker’s day-to-day pipeline and talks to AFG and Connective, that is BrokerEngine. If your gap is the meeting and what follows it, look at Briefi, possibly alongside.
ReviewedLast reviewed 15 October 2026. BrokerEngine facts checked 15 October 2026
Choose BrokerEngine if
Choose Briefi if
- You want client meetings prepared, written up and followed up on one record
- You want engagement letters and approvals signed online, without a separate signing tool
- You want a recap and a follow-up drafted from the meeting itself
At a glance
Briefi Advisor and BrokerEngine, side by side
What each does today. Every line about BrokerEngine links to the page it came from.
| Briefi AdvisorPlans from A$89 a month | BrokerEngine | |
|---|---|---|
| Clients | ||
| Client portal | Briefi AdvisorAdvisor plansOff by default for each workspace; switch it on where you want it | BrokerEngineYesFinanceVault, at no extra cost, where clients submit their requirements through one link1 |
| Collecting client documents | Briefi AdvisorYesDocument requests: ask for what you need, see what has come back, chase the rest | BrokerEngineYesFinanceVault collects credit guides, fact finds, documents and bank statements1 |
| Online signing | Briefi AdvisorYesDrawn or typed signature, templates, a certificate page on the signed PDF | BrokerEngineThrough DocuSignDocuSign is listed as an integration3 |
| Work | ||
| Tasks, reminders and reviews | Briefi AdvisorYesAn action register with an owner on every action, and review journeys on Advisor plans | BrokerEngineYesAuto-prioritised tasks, dynamic checklists, automated email and SMS, and review triggers such as interest-only expiry1 |
| Connections and data | ||
| Integrations | Briefi AdvisorCRM push and calendarSends meetings to GoHighLevel, HubSpot, Monday, Pipedrive, Close, Copper, ActiveCampaign, Salesforce, Zoho CRM and Microsoft Dynamics 365 on Pro and up | BrokerEngineYesFLEX for AFG lodgement, Connective Mercury, illion BankStatements, CashDeck, DocuSign, Quickli and Zapier3 |
| Where your data is held | Briefi AdvisorStored in SydneySome processing uses providers overseas. The Security page lists them. | BrokerEngineAustralia-based AWSIts FAQ says it is built on Australia-based AWS hosting infrastructure3 |
Yes, todayPartly, or on another planNoNot stated
BrokerEngine runs the broker’s workflow. Briefi runs the client conversation. BrokerEngine is not an aggregator, and it lists Mercury and Quickli as integrations, so these tools are used together more than against each other.
Where BrokerEngine wins
When BrokerEngine is the better choice
If any of these decides it for you, BrokerEngine is likely the better fit today.
Aggregator connections
BrokerEngine lists FLEX for direct lodgement to AFG and an integration with Connective Mercury, and says it is used alongside any aggregator. Briefi has no aggregator or lodgement connections.3
Review triggers from loan dates
BrokerEngine triggers client reviews from dates such as interest-only and fixed rate expiry. Briefi has review journeys but no connection to lender data.1
Published prices, no lock-in
BrokerEngine publishes per-user prices, offers a saving for annual billing and says there is no lock-in. It offers a demo rather than a free trial.23
Where Briefi is different
The meeting, the follow-up and the letter on one record.
Briefi does not replace your broking workflow tool. It covers what happens with the client around it.
- Meetings prepared and written upMeetings
A brief before you meet, a recap after with decisions and actions that have an owner, and a follow-up drafted for you to check and send from your own mailbox.
- Signing built inSign
Clients sign on their phone without a separate signing tool, and the signed PDF carries a certificate page with names, times and a SHA-256 digest.
- Document requestsAdvisor
Ask a client for what you need, see what has come back and chase the rest.
- Registers and reviewsAdvisor
A register of each client’s loans and policies, with a review journey that tells you when each one is due.
Briefi has no direct connection to BrokerEngine; a client list can come across from an export, or through the API. Its identity checks are not available yet, and it does not take payments from your clients.
Pricing
Pricing compared
Briefi is priced by plan. BrokerEngine’s figures are as listed on its pricing page, including GST, with no currency named; check the page before you decide. It lists a broker user and a cheaper support user.
Advisor Solo
From A$89 a month
- 100 form requests per user each month
- 10 capture hours each month
- Monthly or annual billing
Figures from Briefi’s live price list
BrokerEngine
From From $136.58 a month for each broker user on annual billing, including GST, as listed on their site
- BrokerEngine, for all aggregators: broker user $163.90 a month, or $136.58 a month on annual billing
- The same plan, support user: $108.90 a month, or $90.75 a month on annual billing
- BrokerEngine Plus, with AFG lodgement: broker user $220 a month, or $184 a month on annual billing; support user $143, or $120
- Kickstart onboarding: $1,000 plus GST, once for each broker group
- Volume discounts at ten or more users, on request
- Support users do not connect to integrations. No free trial; a demo is offered
Checked on 15 October 2026. Source 2
Briefi prices are in AUD and are read from the same price list as the pricing page, so they change when it does.
Questions
Briefi and BrokerEngine, asked often
Can Briefi replace BrokerEngine?
No. BrokerEngine is workflow software for brokers, with aggregator connections. Briefi has no lodgement or loan workflow. It covers the meetings, follow-up, document requests and signing around it.
Can we use both?
Yes. BrokerEngine can stay your day-to-day broking tool while Briefi handles the client conversation. There is no direct connection between them, so a client list comes across from an export or through the API.
Does Briefi record client meetings?
Yes. A bot joins Zoom, Teams and Google Meet calls, or you can record in the browser or face to face, and a recap follows. The BrokerEngine pages we read do not say whether it records meetings.
Does Briefi need a separate signing tool?
No. Briefi signs documents itself. BrokerEngine lists DocuSign as an integration for signing.
Where is my clients’ data stored?
In Briefi, stored in Sydney. Some processing uses providers overseas. Sensitive content is encrypted with a key held for your workspace. The Security page lists the providers and where they are.
Try it
Take one client through a meeting, a follow-up and a signed letter.
Start free trial Advisor Solo from A$89 a month
Sources and review
Last reviewed 15 October 2026. Facts about BrokerEngine come from its own published pages on the dates shown. Each product named here is a trademark of its owner, and Briefi is not affiliated with them.
Seen something out of date? Write to support@briefi.sh and we will check it.
- 1BrokerEngine, home page. https://www.brokerengine.com.au Checked 15 October 2026.
- 2BrokerEngine, pricing. https://www.brokerengine.com.au/pricing Checked 15 October 2026.
- 3BrokerEngine, FAQ. https://www.brokerengine.com.au/faq Checked 15 October 2026.
Briefi’s own pages
- B1briefi.sh/advisor. https://briefi.sh/advisor
- B2briefi.sh/meetings. https://briefi.sh/meetings
- B3briefi.sh/sign. https://briefi.sh/sign
- B4briefi.sh/security. https://briefi.sh/security