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Clients
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New (7d)
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Postcodes
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All Brokers
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All Clients
To move a client to another broker, choose the broker in their row and click Move. The move is recorded in the client's activity.
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Postcode Management
Up to 3 brokers per postcode. Brokers add their own postcodes; you grant spots from the queue.
Total Postcodes
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Claimed
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Queue Entries
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Brokers by Postcode Count
Click a broker to see their postcodes
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Active Queue
Brokers waiting for a postcode spot
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News Articles
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Social Media Posts
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Platform Management
Refresh News Feed
Fetch the latest articles from the RBA, APRA and MPA Magazine. This also runs automatically every morning.
Signup Activity
Recent registrations on the platform.
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Postcode Coverage
Postcodes with and without broker coverage.
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Lender Policy Documents
Upload policy documents or scenario emails. Brokers can then search them using AI.
Add New Lender
General / Industry-wide
0 documents
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Upload Policy Document
PDF or Word (.docx) — text is extracted automatically