For mortgage and finance brokers. Briefi prepares and writes up your client meetings, keeps a register of every loan a household holds, lays out the work for the three months before a fixed rate ends, and gets the Credit Guide, consents and fees signed.
Every meeting gets a brief before and a recap after: decisions, actions with an owner, and a follow-up drafted for you to check and send, filed to the household. What differs is the next step.
Real screen from a demo workspace: a franchise funding call. Names are fictional.
Plenty of a broker’s meetings are with lenders, your aggregator or your own staff. The brief names loans and fixed-rate dates only when the meeting is about a client’s lending.
The household is who you look after. Each loan inside it has its own status, rate and dates, so the record keeps both.
Sample data, drawn. Your team records each status and date. Briefi has no connection to lenders.
A lender’s portal. Approval, settlement and a new rate are what your team records on the loan, and a journey step waiting on a lender says so. The lender’s statement stays the authority on the balance and the rate.
Every date the register holds for the Haddad household from July to June, beside the meetings you hold with them.
Sample data, drawn. The fixed-rate journey is dated from 90 days before the date on the loan; the annual review is counted from the last one.
Forms open in a phone browser with no app to install, and each applicant signs for themselves.
Credit Guide, privacy consent and fees, in one link.
Sample data, drawn.
Your team accepts or waives every file asked for.
Sample data, drawn.
A second applicant or guarantor signs for themselves.
Sample data, drawn. Names are fictional.
Clients see their loans and what they owe you, and upload it.
Sample data, drawn. The portal never shows a balance: the lender’s figure is the live one.
Insight counts how quickly clients return what you send them, from forms actually sent and returned. Every figure has rows behind it.
Real screen from a broking demo workspace.
What we can state plainly, because it is true of every workspace today.
Briefi keeps the record of what each client borrows and what is coming up. The recommendation, your best interests duty and your obligations under your credit licence stay with you.
Read the security overviewA$69A$49/mo
A sole broker with a small book.
A$89A$69/mo
A sole broker with a loan processor or assistant.
A$249A$199/mo
A broking practice with a team.
Kept for as long as you stay subscribed. For the first 100 workspaces or until 31 December 2026, whichever comes first.
On file is everyone in your record, with a household counted once. Active is who you did work for that month, averaged over three months.
The loan register and journeys are on every Advisor plan, and on Scale and Enterprise. Meetings plans and Briefi Sign do not include them.
No. Briefi cannot see a lender portal or your aggregator’s systems. Your team records each loan, its status and its dates, and every status shows the date somebody last confirmed it. A journey step that waits on a lender says so.
Four, written for a broker, and yours to copy and change. Getting started with a loan: the Credit Guide, privacy and credit reporting consent, and the fees and commission disclosure in one link, with a second applicant or guarantor signing where there is one. You complete the Credit Guide and commission wording before it goes out. The finance fact-find: what they want, income, assets and debts, any decline in the last 12 months, and defaults or arrears. Your fixed rate is ending: refix, go variable or refinance, and for how long. The annual loan review check-in: anything coming up in the next year.
Ask the client, or their accountant by upload link, for exactly the files you need, or start from the home loan application or self-employed income list. Zipped folders are unpacked, and each file is accepted, or marked not needed, by a person on your team.
Yes. In a broking workspace the meeting page has calculators beside your notes: repayments, a rough borrowing estimate, a comparison of up to three lenders, and LVR with usable equity. A lender’s advertised home loan rate can be looked up and changed to the rate you were given. Every figure is an estimate for the conversation, not a lender’s assessment, and Add to notes puts a one-line summary in the meeting notes.
It keeps the evidence on one record, dated: the fact-find answers, the documents provided, what the client said mattered in the meeting, and the options you went through. The recap keeps what a client evidenced apart from what they estimated. Whether a loan is in the client’s best interests is your judgement, and Briefi does not make it.
Ninety days before the end date on the loan, for every settled fixed or split loan. Open the client’s record inside that window and the journey is there, with each step dated back from the end date, from the client check-in at 75 days to the new rate going on the loan. A date that passes with nobody updating the loan shows the record as out of date.
Not yet. Identity checks are coming soon. Today you can ask for ID documents in a document request, and a person on your team accepts each one.
Yes. Advisor Solo includes one free support seat, and Advisor Practice includes one for each paid seat, four to start.
Meetings, recaps, forms, signing and the client portal work anywhere, and so do the repayment, comparison and equity calculators. The broking forms, the borrowing estimate and the rate look-up are Australian, so today they are built for Australian brokers. Versions for other countries are planned.
A 30-minute demo, set up as a broking practice, around a client like one of yours.