Most aggregators hand you a patchwork of off-the-shelf third-party tools, bolt them together and expect you to run an efficient business. The result? Endless double-handling, software downtime, clunky integrations and hours spent staring at a screen instead of talking to clients.
Loan Market Group (LMG) has invested millions into building MyCRM – our own proprietary, end-to-end platform engineered to give you hours back every single week.
Less time at the computer means more time repricing your back book, guiding first-time buyers and building the referral relationships that drive revenue.
MyCRM is LMG’s proprietary, end-to-end platform engineered to strip out administrative friction, protect your license and give you hours back every single week:
Artificial intelligence shouldn’t mean copying and pasting notes into an external chat window. MyCRM Intelligence embeds purpose-built AI directly into your day-to-day workflow.
Chasing clients for bank statements and ID is the biggest bottleneck in brokering. MyCRM brings document collection directly into a unified ecosystem.
MyDocuments provides a single, secure digital gateway where clients can complete fact-finds and upload documents seamlessly.
Switching to MyDocuments has been a positive move. Everything’s integrated into the Hello Pack on one platform, which means a much better experience for clients.
Justin Hewitt, Loan Market franchisee.
Comprehensive property reports, valuation estimates and market trend reports are essential for client reviews and pre-approvals.
With MyCRM, Cotality reports are bundled in the tech stack.
While other aggregators leave you to fund your own subscriptions, we include Cotality at zero extra cost -a saving of approximately $99/month per user.
Powering every component of your business.
MyLeadGenerator – lead capture and qulification widget
Contact client, capture goals, pre-qualify and request info.
Simplify data collection via seamless integrations.
Review financial situation, goals & objectives.
Guided BID research, easy & fast documentation
Present options and written recommendations.
Easy lodgement process & integration.
Approval moment + stay in touch for the life of the loan and beyond.
Administrative tasks keep a loan moving, but relationships keep a brokerage growing. By minimising the hours spent on data entry and loan lodgement, Loan Market brokers can focus on delivering an exceptional client experience and building a book of advocates.
Loan Market brokers achieved an average Net Promoter Score (NPS) of +99 in FY25/26, well above the broader financial services industry average of +34.
We’re saving 50 minutes, on average, on every application with MyCRM Intelligence. We’re using that saved time to focus on our back book by repricing and touching base with existing clients. This alone has generated leads for us. It’s made a real impact on our business.
Tania Richardson, Operations Manager, Loan Market Ellenbrook (WA)
How does MyCRM stack up against other popular aggregator platforms? Here is the side-by-side comparison:
Feature / capability | Loan Market MyCRM | Connective (Mercury Nexus) | AFG (Salestrekker) |
Platform architecture | 100% proprietary. Built and owned by Loan Market Group. Updates are driven directly by our brokers’ feedback. | Aggregator-owned. Robust CRM platform, operating primarily under a DIY flat-fee aggregation model. | Third-party software. Reliant on independent vendor development cycles and multi-aggregator roadmap priorities. |
Native AI integration | MyCRM Intelligence (MyNoteWriter, MyDocs & MyQualityAssurance embedded nstively into workflow at no extra cost, with an add-on for document renaming. | Relies heavily on external integrations, open APIs, and bolt-on third-party apps for advanced AI tasks. | Offers basic AI tools at an additional cost. |
Lodgement speed | Built-in compliance means cleaner files and faster conditional approvals. | Standard API lodgement gateways. | Utilises standard third-party multi-lender gateways; prone to broader software outages. |
Property insights | Included Free. Whitelabelled CoreLogic / Cotality reports save ~$99/month per broker. | Not Included. Brokers pay out of pocket for standalone CoreLogic/RP Data accounts. | Requires separate third-party subscription and independent integration setup. |
The MyCRM Intelligence technology is incredible. As a new-to-industry broker, it has saved me time and streamlined my workflow from day one.
If MyCRM is proprietary, does Loan Market own my data?
No. Loan Market has a strict “zero handcuffs” policy. You retain 100% ownership of your client database and your trail book. If you ever choose to leave, you take your asset with you.
I currently use Mercury Nexus / Salestrekker. Will migrating to MyCRM destroy my pipeline?
Moving aggregators shouldn’t halt your business. We have a data migration team experienced in transitioning brokerages from Mercury and Salestrekker into MyCRM. We handle pipeline mapping, historical client records and live deal transitions with minimal downtime, backed by 1-on-1 training.
Does MyCRM reduce compliance rework?
Yes. MyQualityAssurance checks every application against lender and Best Interests Duty (BID) criteria in real time. Catching missing fields and inconsistencies before submission directly reduces lender Requests for Further Information (RFIs) and speeds up formal approvals.
Book a MyCRM demonstration to see how our technology can add hours back to your week.
