Mortgage broker intake software
Capture borrower complexity, loan purpose, documents and review triggers before you book strategy calls or collect full documents.
Mortgage and lending enquiry workflows for home loans, refinance, investment and commercial borrowing scenarios.
Home loan, refinance and investment-lending intake. Complexity scoring for low deposit, self-employed or credit-impaired enquiries. Broker-review language instead of instant quote claims
Template pack
Each industry pack includes intake forms, fee logic, FAQs, packages and public demo pages.
Commercial Loan Enquiry
Commercial-lending enquiries that almost always require broker review before scope can be confirmed.
Typical range: Commercial lending review required
Mortgage Broking PackHome Loan Enquiry
First-home buyer and owner-occupier lending enquiries that need broker review rather than a fee quote.
Typical range: Broker review-led enquiry
Mortgage Broking PackInvestment Loan Enquiry
Investment borrowing enquiries, including trust or company borrowers and portfolio growth scenarios.
Typical range: Investment lending review
Mortgage Broking PackRefinance Enquiry
Refinance, cashback, debt-consolidation and lender-switch enquiries.
Typical range: Broker review-led enquiry
Why QEngine fits this industry
Give clients an indicative fee range while making it clear that final scope, documents and professional review still matter.
The customer problem
Mortgage and lending enquiry workflows for home loans, refinance, investment and commercial borrowing scenarios.
How QEngine structures the enquiry
Home Loan Enquiry, Refinance Enquiry, Investment Loan Enquiry
Example estimate range
$0 broker fee / review-led
Why it saves time
Home loan, refinance and investment-lending intake. Complexity scoring for low deposit, self-employed or credit-impaired enquiries. Broker-review language instead of instant quote claims
Frequently asked questions
Common questions for mortgage broking pack users.
Does QEngine show an approval or borrowing amount?
No. It captures lending-enquiry complexity and next steps. Suitability and approval still require broker and lender assessment.
Can we separate easy and complex borrowers?
Yes. Self-employed, credit-impaired, commercial and debt-consolidation cases can be flagged for deeper broker review.