Mortgage & Finance Brokers

Lead follow-up and document collection for brokers

Most of a broker’s week is chasing — chasing the lead, then chasing the documents. One list shows what is owed by whom, so nothing is chased from memory.

Sound familiar?

The frustrations of running a mortgage & finance brokers business

Enquiries from a dozen sources with no single list

The same documents requested from a client four times

No shared view of where each application is up to

Past clients never contacted again about a review

What Trimsy does for you

Everything your business needs, nothing it doesn't

A pipeline with follow-up

Every enquiry with an owner and a dated next step, sitting overdue at the top of the list until it converts or closes.

Documents in one checklist

Request payslips and statements through the client portal, tick them off as they arrive, and get reminders before an ID or a statement on file expires.

Application milestones

Your own stages — submitted, conditional, unconditional, settled — so anyone can see where it stands.

Annual reviews

Schedule a review a year out and let it remind you, so past clients stay clients.

Trimsy manages client relationships, documents and workflow. It is not a lending, credit-assessment or compliance system — your aggregator or CRM of record still does that.

Getting started

Up and running in minutes

1

Sign up and set up in minutes

Create your Trimsy account, add your services, team members, and business hours. Your booking page is live immediately — no technical setup required.

2

Share your booking link

Add the booking link to your website, Google Business profile, Instagram bio, or email signature. Clients start booking instantly from any device.

3

Manage everything from your dashboard

View upcoming bookings, live queue, staff schedules, and today's revenue from one screen. Get notified instantly when new bookings come in.

4

Reminders go out automatically

SMS and email reminders fire automatically at the right time before each appointment. No action required from you — just fewer no-shows.

5

Get paid and track your business

Process payments at point of service, generate receipts automatically, and check your financial reports any time. Know exactly how your business is performing.

Platform capabilities

Built on an industry-leading platform

Online booking
Walk-in queue management
SMS & email reminders
Staff & roster management
POS & payments
Financial reporting
Client history
Loyalty rewards
Branded website
Mobile-friendly kiosk
Push notifications
Multi-location support

14 days

Free trial, no card

< 5 min

Setup time

24/7

Online booking

Ready to streamline your mortgage & finance brokers?

Join the Australian service businesses using Trimsy to manage bookings, queues, staff, and payments — all in one place.

No credit card required · Cancel any time