Compliance-ready · For Australian mortgage & finance brokers

Compliance software for Australian mortgage brokers. Every client, every meeting, every obligation.

BizMyte takes a client from first invite to a signed-off file. It collects and checks documents, captures meeting consent and builds the NCCP and Best Interests Duty record as you work.

Book a demo Visit bizmyte.com.au

APRA & ASIC standards · Onshore in Australia · Built by GOSOL

DOCUMENT ANALYSISdriver-licence.pdf

Provisional Driver LicenceExpired

Name mismatch vs application · document past expiry

Payslips, income verified

Bank statements, received

Built to APRA & ASIC expectationsOnshore data residencyAligned to Best Interests DutyAppend-only audit by design

See it in action

The real product, on example client files.

BizMyte home screen with reviews due, client follow-ups and the BMate assistant — Home: what needs reviewing today, who to follow up, and BMate answering from your own records.

BizMyte compliance record with the responsible officer checklist — BID compliance record: the evidence assembled from the file, ready for your sign-off.

BizMyte deals list with stages from invited to settled — Deals: every application and its stage, from invited to settled.

The problem

The riskiest part of every loan is the paperwork.

Brokers are judged on the file. Income evidence, identity, expenses, consent, the reasoning behind a recommendation. It all has to be there, correct, and defensible months later. Today that work lives in inboxes, folders, and memory. When a reviewer asks "why," the answer is hard to find.

Documents scattered across channels

Payslips by email, statements in a portal, IDs over text. Nothing checked the same way twice.

File notes written from memory

The compliance record is reconstructed after the fact. That is the part most likely to fail a review.

No defensible trail

When an aggregator or ASIC asks what happened and when, there's no single source of truth.

The platform

The whole client file, brought together.

Meeting records, document checks, consent and compliance evidence in one secure place, engineered on Microsoft Azure.

Document intelligence

Checked against NCCP and Best Interests Duty.

Reads payslips, bank statements and ID, lifts the figures that matter and tests them against the obligations every mortgage and finance broker carries. You get a clear verdict to sign off, not a blank page.

Key fields shown beside the source document
Income, identity, expenses and serviceability checked to the rules
Decision and reasoning written to the file when you confirm

Client registry

Your whole book, audit-ready.

Every client, loan and compliance field in one registry, with saved views, filters and the full history behind each row.

Saved views such as Awaiting docs and Ready to submit
Filter, sort and export whenever you need a clean record

Automated client portal

From invite to submitted file, without the chasing.

Send one secure link. The client completes their details and uploads documents, which are checked as they arrive. Polite reminders go out automatically until the file is complete.

Documents checked on upload
Automatic reminders at a sensible pace, within business hours
Signed, submitted and turned into a client record

Meetings & transcripts

Every meeting captured, with consent first.

Run Teams or in-person meetings with consent recorded before anything is captured. Transcripts and AI summaries land on the client file, with action items and risks already noted.

Consent-gated recording, timestamped and kept
Summaries that flag actions and risks

BMate AI assistant

Ask about one client, or your whole book.

BMate answers from your own records through a read-only connection, and drafts follow-up emails and task lists. It never reveals tax file, bank account, card or ID numbers.

Grounded in your records, not a generic model
Practice owners choose who on the team can use it

The record

Every decision on the record, for good.

An append-only, tamper-evident trail of every verdict, edit and consent. Flags such as an expired ID or an undisclosed liability are kept, never overwritten.

Nothing silently changed or deleted
Ready when an aggregator or ASIC asks

BID compliance record

The best interests record, assembled and signed by you.

BizMyte assembles the preliminary assessment and best interests evidence from what is already on the file. You edit, decide and sign. Sign-off locks the record, and any correction creates a new version.

Assembled from the file, not retyped
Mismatches called out by fixed rules
Sealed PDF kept on the file

Deals

Work the deal, not the paperwork.

One progress list shared with the client, lender fit against recorded policies, and settlement check-ins that are never sent without your approval.

Progress shared through the client's link
Salestrekker sync available on request

The record

Every decision, on the record. For good.

Every obligation on a file is checked, and the result is written to the record: what's met, what's failed, and why. An expired ID, an undisclosed liability, a missing bank statement, each is flagged the moment it's assessed and kept, never quietly overwritten. So when a reviewer asks what was checked, and when, the file already answers, in full and unaltered.

Append-only · tamper-evident

How it works

Four steps from first contact to audit-ready.

Onboard

Send a secure link. The client completes their details and uploads documents through the portal, straight into the file, with a trail.

Meet

Consent is captured before a word is recorded. The transcript and summary land on the client file automatically, with actions and risks already noted.

Validate

BizMyte checks each document against your compliance obligations and surfaces what needs attention. You review and sign off.

Prove

Every verdict, edit and consent lands in an immutable record, ready the moment an aggregator or ASIC asks to see it.

Security & residency

Tier-1 security. Australian soil.

Built and hosted to the standard a regulated practice should expect: engineered on Microsoft Azure, with controls that assume your data is sensitive, because it is.

Onshore data residency

Hosted in Australian Azure regions. Your clients' data stays in the country.

Encrypted, end to end

Data encrypted in transit and at rest, with secrets and identities managed, never embedded.

Role-based access

Principal, Broker, Assistant and Compliance roles, each seeing exactly what they should.

Append-only audit

Verdicts and consents are added, never altered. The record holds up under scrutiny.

Soft-delete & versioning

Nothing is truly lost. Archived records and document versions stay recoverable.

Every access, recorded

Who viewed, downloaded or shared a document, and when. The file keeps its own visitor log.

🇦🇺

Your data never leaves Australia. Engineered for Australian finance brokers, hosted in Australian regions, under Australian law.

See BizMyte on a live client file.

In 30 minutes we'll walk one file from onboarding to audit-ready: document checks, consent capture, and the immutable trail behind every decision. Bring your hardest compliance question.

Book a demo Open BizMyte

Frequently asked questions

Who is BizMyte for?

Australian mortgage and finance brokers who need to manage clients, review documents and keep compliance records without piecing files together across a CRM, inbox and spreadsheets.

Where is client data stored?

In Australian Azure regions. Client data stays onshore, is encrypted in transit and at rest, and every access is recorded.

How does BizMyte help with Best Interests Duty?

Every document verdict, its reasoning and the client's consent are written to an append-only record as you work, so the file is ready when an aggregator or ASIC asks to see it.

Does BizMyte replace broker judgement?

No. It assembles and checks the file. Every verdict and recommendation is yours to sign off.

Does it replace my aggregator CRM?

No. It works alongside it, with Salestrekker sync available on request.