Mortgage Broker Resources
Guides, tools, and industry resources for Australian mortgage brokers exploring automation.
Industry Bodies & Regulations
ASIC & Compliance
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ASIC Regulatory Guide 273
Best Interest Duty requirements for mortgage brokers
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ASIC Credit Licensing
Credit licensing requirements and obligations
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Privacy Act 1988
Australian privacy legislation for handling client data
Industry Associations
Aggregators
Industry Publications
Technology & Automation
CRM & Software
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Salestrekker
CRM and workflow platform for brokers
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BrokerEngine
Workflow automation for mortgage brokers
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FileInvite
Document collection and management
Property Data
Cloud & AI
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Microsoft Azure Australia
Australian data centre regions for sovereign data processing
SecondBrain Automation Guides
See how SecondBrain automates key workflows for Australian mortgage brokers.
Learning & Development
Cert IV in Finance & Mortgage Broking
FNS40821 -- Entry-level qualification for mortgage brokers
View DetailsDiploma of Finance & Mortgage Broking
FNS50322 -- Advanced qualification for career progression
View DetailsLast updated: February 2026
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