MyCRM is Loan Market Group’s own CRM, built for its brokers, so this is not a product you shop for. It is the system a Loan Market broker already works in, covering the client file, lender quotes and the notes that go with a submission, and Loan Market Group says it is now used across residential, commercial and asset finance. Briefi is none of those things. It is the layer around the borrower conversation: the brief before it, the recap and follow-up after it, the document list and the signed letter. If you are a Loan Market broker, the useful question is not which to choose but whether the gap between the meeting and the file is worth closing with a second tool beside the one your group provides.
A row appears only where Loan Market Group’s pages let us check it. They describe what the CRM does and say nothing about meetings or signing, so those parts are left to the sections that follow.
| Briefi AdvisorPlans from A$49 a month | MyCRM | |
|---|---|---|
| The broker’s file | ||
| Who can use it | Briefi AdvisorAny practiceSold by plan on its pricing page | MyCRMLMG and Loan Market brokersAvailable to all brokers in the group, with no public sale, price or trial on the pages we read2 |
| Loan file and lender quotes | Briefi AdvisorNot what Briefi doesBriefi keeps loans in a register on the client record; it does not generate lender quotes or lodge applications, and its lender comparison calculator gives a rough estimate | MyCRMYesA broad lender panel, with quotes generated inside the platform1 |
| Notes and documents | ||
| Collecting client documents | Briefi AdvisorYesDocument requests name each file owed, and the client uploads through a link | MyCRMYesAutomates document collection, compliance notes, expense tracking and follow-ups1 |
| AI-written notes | Briefi AdvisorMeeting recapsA recap of the conversation with decisions and actions, not a lender submission note | MyCRMYesMyNoteWriter drafts audit-ready BID notes, client summaries and exit strategies, which the broker can edit or override13 |
| Checking a deal before lodgement | Briefi AdvisorNot what Briefi doesThe action register tracks tasks with owners; it does not check an application | MyCRMYesMyQualityAssurance flags potential issues automatically before they become problems1 |
| Connections and clients | ||
| Integrations | Briefi AdvisorCRM push and calendarIncluded on the Advisor plans: meetings go to GoHighLevel, HubSpot, Monday, Pipedrive, Close, Copper, ActiveCampaign, Salesforce, Zoho CRM and Microsoft Dynamics 365. More are rolling out progressively | MyCRMYesLists CoreLogic, Quickli, illion and Scantek, with an open API and third-party plug-ins1 |
| Keeping clients informed | Briefi AdvisorYesA drafted follow-up after each meeting, and an optional client portal on the Advisor plans | MyCRMAutomated updatesDescribes automated, tailored client updates; no client portal is described on the pages we read1 |
Same client, different layer. MyCRM is where the file and the lodgement live. Briefi is where the conversation and the signature live. Check with your group before adding any tool that holds client information alongside the one it provides.
An investor who owns two residential properties wants to buy a small commercial unit. MyCRM’s side comes from Loan Market Group’s own pages as read on 16 October 2026. Briefi’s side is what ships today, and the steps split the work rather than competing for it.
Document collection is automated, and MyDocuments classifies, renames and redacts what comes in.1
A document request lists each file the investor owes. They upload through a link sent to their own address, and the broker sees what is back and what is outstanding.
The pages we read describe the CRM, the notes and the quality check, and say nothing about recording or transcribing the meeting.13
A brief is ready beforehand. The conversation is captured by a bot, in the browser, or by the standalone recorder, and the recap lists decisions and actions with an owner on each.
MyNoteWriter drafts lender rationales, product selection notes and exit strategies in seconds, which the broker can review, edit or override.3
Briefi does not draft BID notes. It supplies what the investor said and decided, which the broker can use when writing them.
Quotes are generated within the platform from a broad lender panel, and the quality check checks each deal against more than five hundred data points before lodgement.13
Not what Briefi does. Lodgement and the lender panel stay in MyCRM.
Automated, tailored updates go to the client. The pages read do not describe a client signing anything.1
The follow-up is drafted in Briefi and sent from the broker’s own mailbox. The investor and a co-borrower each sign the engagement letter on their own link.
For the core of a broker’s day inside Loan Market Group it is the system of record, and Briefi does not try to replace it.
Loan Market Group describes MyCRM as its in-house tech, built to automate and simplify, with a broad lender panel and quotes generated in the platform. Briefi generates no lender quotes and handles no loan application.1
Loan Market Group says MyCRM Diversified covers residential, commercial and asset finance, rolled out to all its brokers in March 2025 after more than a year of pilot testing. That is its own claim of being end to end, and the press report repeats it.42
MyCRM Intelligence puts note drafting, document handling and a pre-lodgement check inside the file, and Loan Market Group offers it at no additional cost to its brokers. Briefi’s recap is written from the meeting, not from the application.13
It is available to all group brokers, so adding it is not a separate purchase decision the way a second tool is.2
The pages we read describe the file, the quotes and the notes. Briefi takes the conversation that produces them.
A brief is generated before you meet. A bot joins Zoom, Teams or Google Meet, the browser can record, and the standalone recorder handles a kitchen-table meeting. The recap is written in the language the meeting was held in.
Engagement letters, fee schedules and consents are signed by drawn or typed signature. Borrowers can co-sign on their own links, and the signed PDF carries a certificate page with a SHA-256 digest.
A settled fixed or split loan reads as open for review inside ninety days of its rate ending, and Australian workspaces track the ongoing-fee consent window on each client.
A client reaches Briefi through a calendar invite or by being added by hand. Briefi does not take payments from your clients today, and identity checks are not yet available.
How the whole record fits together is on the Advisor page.
Briefi is priced by plan, with its allowances listed on its pricing page. MyCRM has no price on any page we read, which fits a product provided to a group’s brokers rather than sold.
Briefi prices are in AUD and are read from the same price list as the pricing page, so they change when it does.
Loan Market Group says it is available to all LMG and Loan Market brokers, and the pages we read show no public sale, price or trial. The pages we read describe no way for brokers outside the group to get it.
No. MyCRM holds the loan file, the lender panel and the quotes, and Briefi does not. It captures the meeting, drafts the follow-up, collects documents and gets letters signed.
On the Advisor plans Briefi pushes meetings to ten CRMs, among them HubSpot, Salesforce and Zoho CRM, and syncs Google, Microsoft 365 and CalDAV calendars. More connections are rolling out progressively. Another tool can read Briefi’s meetings and contacts through its API on Business and up, and on the Advisor plans.
MyCRM does, through MyNoteWriter. Briefi writes a recap of the meeting and a follow-up to the client, not a lender submission.
Briefi’s app and database are in Sydney, with some processing by overseas providers that the Security page names, and sensitive content is encrypted under a key held for your workspace. The MyCRM pages we read do not state a hosting region.
Loan Market Group names four parts: MyNoteWriter for notes, MyDocuments for classifying, renaming and redacting documents, MyQualityAssurance for checking a deal before lodgement, and MyDataAnalyst for turning business data into insights. It says they are offered at no additional cost to its brokers.
Last reviewed 16 October 2026. Facts about MyCRM 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.
8 sources cited, and 4 competitor pages read. Next review due 15 January 2027.
Seen something out of date? Write to support@briefi.sh and we will check it.
Briefi’s own pages