100% Remote • Australia-Ready

IT/Web/Tech Support for Mortgage & Finance Broking

Remote IT, website maintenance, CRM connections and workflow support for Australian finance brokers. Direct software engineering, loan calculator maintenance, CRM lead routing, and workflow automation for Australian finance brokers.

View Support Plans (from A$199/mo) → Request Tech Consultation

Mercury Nexus / Salestrekker • ApplyOnline Webhooks • 24–48 hr SLA • A$50/hr Overflow

Practice Context

Solving Broking Technology Bottlenecks

Finance broking businesses handle high volumes of client inquiries, supporting documents, and CRM deal stages. We provide responsive remote technical support to keep broker websites running, fix broken calculators and inquiry forms, connect lead sources to CRMs, and automate routine client communications.

Brokers should spend their time advising clients and structuring finance, not battling website bugs or broken email setups. An external remote support team resolves technical headaches quickly and cost-effectively.

How Our Engineering Desk Helps

✓ Fix, update, and optimize broker websites, landing pages, and interactive calculators
✓ Configure robust webhook and API connections from web forms into your broker CRM
✓ Troubleshoot email routing, domain DNS settings, and automated notification triggers
✓ Automate client milestone notifications, task reminders, and document collection alerts
✓ Provide ongoing technical troubleshooting for broking support staff
✓ Manage Google Workspace, Microsoft 365, and digital account configurations

Broking Ecosystem

Typical Integrations & Practice Workflows

Our engineers connect, maintain, and troubleshoot core broker portals, calculators, and aggregators.

Loan Origination Sync

ApplyOnline and broker CRM deal synchronization into Mercury Nexus, Salestrekker, and Podium.

Interactive Calculators

Borrowing capacity and stamp duty calculators with instant lead capture directly to CRM.

Milestone SMS & Email

Automated real-time client status updates triggered at each stage of the loan lifecycle.

Brokerage Invoicing

Integration between CRM settlement records, Xero invoicing, and QuickFee/Stripe payment links.

Document Upload Portals

Secure multi-file client document dropboxes with Annature and DocuSign signature verification.

Operational Troubleshooting

Common Technology Glitches in Broking Firms

Real friction points encountered by Australian mortgage and finance brokers resolved by our technical desk.

Borrowing capacity calculators or web inquiry forms failing to submit on mobile devices.

Resolution: Debug JavaScript runtime conflicts, fix CSS viewport errors, and restore responsive form submissions.

Inbound campaign leads failing to populate deals inside Mercury Nexus, Podium, or Salestrekker.

Resolution: Reconfigure API webhook endpoints, validate field payloads, and set up automated alert retry handlers.

Loan status updates and settlement milestone notifications landing in client junk folders.

Resolution: Configure proper SPF, DKIM, and DMARC records for marketing and automated transactional email domains.

Manual follow-up bottlenecks for supporting documentation during credit assessment.

Resolution: Build automated reminder sequences via SMS and email with dynamic client upload links.

Broken document links and folder permission conflicts in shared cloud repositories.

Resolution: Standardize OneDrive/Google Drive permissions and automate client folder creation upon deal intake.

Frequently Asked Questions: Mortgage Broking

Clear information regarding broker software, calculators, CRM integrations, and support retainers.

Can you fix broken forms or calculators on our broker website? +

Yes. We quickly diagnose calculation errors, script conflicts, mobile formatting issues, and submission failures on your existing website.

✓ Borrowing power and stamp duty calculator script maintenance.
✓ Multi-step lead capture funnel optimization.
✓ Mobile viewport styling and conversion debugging.

How do you connect our website inquiries directly to our CRM? +

We configure secure webhooks and API connectors so that whenever a client submits an inquiry or fact-find, a structured lead is automatically created in your CRM.

✓ Direct integration into Mercury Nexus, Salestrekker, or HubSpot.
✓ Automatic file folder creation and preliminary task generation.
✓ Instant SMS/email notifications to the assigned broker.

Empower your mortgage brokerage with dedicated technical support.

Plans start from A$199/month with 50% rollover protection and pre-approved A$50/hr overflow rates.

View Plans & Retainer Rates → Speak with Us

Important Regulatory & Service Disclaimers

Infrastructure & Custody Notice: Infrastructure & Custody Notice: MCR Global provides remote web engineering, systems integration, API connectivity, email/DNS administration, and technical maintenance services as an independent external technical provider. MCR Global does not take ownership or custody of client CRM databases, proprietary customer records, or domain assets. All scripts, integrations (e.g., Xplan, Xero, HubSpot), and DNS configurations are deployed within client-controlled tenants under delegated administrative permissions. The client practice retains ultimate administrative control and responsibility for final deployment approvals and software licensing.

Non-Provision of Regulated Advice: We do not provide financial advice, financial product advice (general or personal), Australian Financial Services Licensing (AFSL) services, credit assistance or Australian Credit Licensing (ACL) services, legal counsel, or formal accounting and taxation advice. Any technological configuration or integration is implemented purely under client direction and operational scope.

Trademark Disclaimer: All third-party product names, logos, registered trademarks, and brand references (including but not limited to Xero, MYOB, QuickBooks, NetSuite, Stripe, Ezidebit, Airwallex, Iress Xplan, AdviserLogic, PractiFi, Class Super, BGL, Microsoft 365, and Google Workspace) are the property of their respective trademark holders. Reference to them on this website does not imply any affiliation, sponsorship, endorsement, or commercial association.