Dictate a note in the thirty seconds after a call instead of rebuilding it on Friday night. BrokerSlate turns what you said into the file note, surfaces the loans in your back book worth a call, and assembles the Best Interests Duty justification out of the record rather than out of memory.
Speak it once, after the call. No second pass writing up what you already know.
Fixed rates rolling off, interest-only ending, clients paying above what you write today. Dated facts, not hunches.
The justification falls out of the notes you already made, citing every claim to its source.
A broker with thirty live files spends hours a week reconstructing conversations. Not selling, not structuring — typing up what they already know, days after they knew it.
Say what happened while you are still in the car. It lands on the file stamped, attributed and searchable, and you never open a blank box on a Friday again.
Paste the email they actually sent. Their own phrasing about what matters to them is the strongest thing on the file, and paraphrasing it later throws that away.
A checklist per loan purpose, versions kept when a payslip is replaced, and a note written on the file every time something arrives.
Most brokers know their back book contains work. Very few have a list of which files and why, on a given morning. BrokerSlate keeps one, worked out from dates that are already on the record.
The strongest reason to ring anyone: their repayment changes on a known date whether or not you call. Flagged ninety days out.
Harsher than a rate roll-off, because the repayment steps up rather than drifting. Surfaced before it lands, not after the complaint.
Clients sitting well above the median of what you have written this year. Measured against your settlements, not a claim about the market.
Refinancing inside the window costs you the upfront you were already paid. Every prompt says where that file sits, so an eighteen-month call is a decision rather than an accident.
Record a prospect’s existing mortgage and they join the same list. A fixed rate ending in four months is the best thing in any pipeline.
The list is worked out fresh each time you open it, so it never becomes a spreadsheet from March that somebody still trusts.
The record is a by-product of doing the work, which is the only way it ever gets made properly.
Dictate after a call, paste the client’s email, or type a line. Every entry is stamped and kept.
When you record a recommendation, BrokerSlate offers back the reasons you already gave, quoted. It never supplies one you did not.
The justification is built from your notes and documents. Every claim links to its source; an uncited claim is refused, not written.
Fix a typo and the original stays beside it. Change a fact and it appends an amendment. The record only grows.
Since 2021 a mortgage broker has had to act in the client’s best interests, and be able to show it. BrokerSlate produces that showing: a written justification of the recommendation, assembled from what you recorded at the time and citing each source. It is the third reason to buy this, not the first — it matters on one day in a thousand, and on that day it matters completely.
The three things a Best Interests Duty file has to evidence, each drawn from dated entries you made at the time — including the options you considered and set aside, which is the part reconstructed notes always lose.
It can retrieve what you recorded and cite it. It cannot supply a reason you never gave — that is the difference between a record and a story.
Missing items are worked out fresh each time you look. There is no standing list of known deficiencies with dates on it, because that list is discoverable.
A credit licensee keeps records for seven years. Cancel and the account goes read-only — nothing is deleted, and you can export.
Prices exclude GST. Change seats whenever you like — extra seats work immediately, and removals take effect at the renewal you have already paid for.
| Per month, ex-GST | BrokerEngine | BrokerSlate | |
|---|---|---|---|
| Broker seat | $149 | $99 | $50 less |
| Support seat | $99 | $49 | $50 less |
| Setup | $1,000 one-off | Nothing | $1,000 less |
BrokerEngine publish their prices including GST ($163.90 and $108.90); the figures above are ex-GST on both sides so they compare like with like. Their pricing is as at August 2026 — worth checking before you rely on it.
No. BrokerSlate does one thing: the file note and the justification that comes out of it. It sits alongside Mercury, FLEX or whatever your aggregator gives you, rather than trying to replace lodgement or your pipeline.
No, and that is the point. It assembles what you recorded and cites where each part came from. If you never gave a reason, it does not have one to offer — the justification shows a gap instead of filling it. A note an AI invented is worse than no note, because it reads as fabricated evidence.
They stay. A credit licensee has to keep records for seven years and that obligation does not end when a subscription does. A cancelled account becomes read-only and exportable; nothing is deleted.
Ask us — we will tell you exactly, including the region, and we would rather you asked than assumed.
Not to open the account. You do need one — your own ACL or your credit representative number — before a loan can be submitted, because the file note is ultimately the licensee’s obligation and the record has to say whose.
Monthly, any time, from inside the app. Seat reductions take effect at the next renewal, because you have already paid for the current one.