The Customer Engagement platform that connects you directly to your clients 24/7
Engage - Automate - Retain

App Store
Google Play

Keep Your Customers In The Palm Of Your Hand

Created by brokers, for brokers, we are the ONLY customer engagement tool in the market who have designed an app to save time, retain clients and automate their processes – keeping you in front of your clients.

 BrokerIQ is the convenient Customer Engagement platform built specifically for mortgage and insurance brokers to communicate and share documents whilst giving clients a place to upload and access all of their financial data – all in one digital wallet.

No more waiting for your clients to check, read and reply to emails. Our brand-new 2-way chat function allows you to send real-time messages right into the palm of their hand. The platform enables clients to upload and store their important documents securely and effortlessly.

You are already one step ahead by using BrokerIQ.

What Sets Us Apart From The Rest?


Our system is securely hosted in the cloud. Your data is safe.


Our two way chat function and frequent messaging, increases customer retention.


Out SaaS model provides a cost effective solution for your customer engagement needs.


Helping you to maximise your business success.

How It All Works

Transform a complicated process into a problem-solving solution


Connect with your clients in a personal way with in app chat and branded notifications.


Streamline your processes with automation. Make sure you never miss a mortgage renew or policy review again.


Keep existing clients engaged by providing a personalised experience with branded video messages and voice messaging technology.

How Will BrokerIQ Benefit My Business?

The Customer Engagement platform that connects you directly to your clients 24/7

  • No more clients slipping through the net - We are on it.
  • No more re-entering data and re-uploading documents - Sorted.
  • With BrokerIQ your customer relationship is nurtured forever.

Jim Smyth

Mortgage & Insurance Broker, Firm Principal

“I can recommend Joanne to any Broker that is wanting to rebuild relationships with clients, retain clients and reduce admin.”

Aaron MacElhinney

Smart Mortgages, founder

“My experience with BrokerIQ has been very good. Joanne and the team have been fantastic.”


Maximise Customer Retention Today