Active Leads

↑ 12 this week

AI Calls Today

↑ 3 booked

Deals In Progress

↑ 2 settled

Hours Saved

112h

this month

Monthly Deal Volume — Last 12 Months

🤖 AI VOICE ASSISTANT — Lead #312 booked for Tuesday 2pm | 📄 Fact-find completed: Sarah M. | 💬 Coach-BOT: Q3 revenue on track | 📁 Documents collected: Johnson file 100% | 🏆 New conveyancing referral: $480 commission earned

Australia's First Independent White-Labelled "Front-End" Broker Platform & Growth Engine

Turn Your Brokerage Into A Real, Saleable Asset

98% of brokers have nothing to sell when they exit — just a trail book. Emerald Edge changes that. AI-powered automation, white-labelled and portable — built exclusively for mortgage and finance brokers.

Start 14-Day Free Trial → See How It Works

Hours Saved Per Deal

98%

Aggregator Compatible

2×

Business Value Potential

SOC2

Security Certified

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The Reality

What Brokers Are Actually Saying

We surveyed hundreds of brokers. Here's what they told us about the systems they're forced to use.

💾

"So why are so many of us still stuck using clunky, outdated software that makes our lives harder? We've had to wrestle with bloated systems, endless workarounds, and enough manual processes to make you question your life choices."

📋

"I spend way too much time on manual data entry and document collection for each loan application. It's absolutely killing my productivity and there are only so many hours in a day."

🔔

"I'm struggling to keep up with lead follow-ups. Without automated systems, potential clients are slipping through the cracks every single week."

💸

"I'm juggling subscriptions to DocuSign, a CRM, compliance tools, document management... It's expensive, time-consuming, and none of them talk to each other."

📉

"Our legacy system's reporting is a joke. I can't get meaningful numbers without exporting to Excel and starting from scratch — every single time."

🏢

"As a solo broker, I lack the tools to grow my business. I need more than software — I need structure, guidance, and a platform that actually works for me."

The Solution

Finally. A Platform Built for Brokers

Emerald Edge is the only front-of-house, white-labelled, AI-powered business management platform designed exclusively for mortgage and finance brokers — and it goes with you wherever you go.

Fully Independent by Design. Emerald Edge is built to be totally independent and specific to each broker's business — your brand, your data, your IP. It is not tied to any bank, lender or aggregator. Where applicable, it supports and may integrate with approved aggregator software via API, so your front-of-house operations and your back-of-house processing work in harmony.

Before Emerald Edge

Trail Book Only

One asset. Limited value. No structure. Nothing else to sell.

↓

After Emerald Edge

Trail Book + Turnkey Business Asset

Structured processes. Portable. White-labelled. Fully saleable — potentially doubling exit value.

🤖

AI Does the Heavy Lifting

AI voice assistant calls leads before you've had breakfast, books appointments, collects fact-finds and documents — automatically, every time.
🔒

Truly Independent & Portable

Not tied to any bank, lender or aggregator. Your data, your clients, your workflows — fully portable when you switch aggregators or exit the industry.
🏷️

White-Labelled & Client-Facing

Your brand. Your platform. Emerald Edge is invisible to your clients — it just makes your brokerage look world-class and operate at scale.
📊

Consolidates Your Stack

Replaces DocuSign, standalone CRMs, Calendly, lead-gen tools and more. Even reduces Equifax credit check costs from $14 to $8 per check.
🎓

Business Coaching Built In

The Coach-BOT gives real-time, broker-specific business guidance. Not bolted on — it's baked in. Backed by certified business advisors from Better Business Coach.

Platform Features

Every Tool Is a Gem

A fully integrated broker business operating system. Every feature purpose-built to eliminate friction, recover time, and grow your business.

GEM 01

📞

AI Voice Assistant

Human-like AI calls every new lead instantly. Books appointments, captures data, completes pre-screens — consumers won't know it's AI. Speed-to-lead, maximised.

Lead Generation

GEM 02

📁

Automated Document Collection

Clients receive a secure portal link, are prompted to upload exactly what's needed, and docs are collated and prepared for your review — just like a personal assistant would do it.

Admin Automation

GEM 03

🎯

Smart CRM & Pipeline

Dynamic dashboard showing every lead and deal at a glance. Move clients through the pipeline, track progress, and never let a hot lead go cold again.

CRM

GEM 04

🤖

Coach-BOT Business Advisor

Your dedicated AI business advisor trained specifically in broking. Forecast income, craft elevator pitches, resolve staff issues, plan your quarter — in real-time.

Business Intelligence

GEM 05

📧

Automated Marketing Sequences

Instant, personalised email and SMS sequences launch the moment a lead comes in. Database reactivation campaigns, client retention outreach — all on autopilot.

Marketing

GEM 06

🏛️

Compliance-Aware Workflows

Built with Best Interests Duty in mind. Structured processes that keep your business compliant and audit-ready, without adding to your workload.

Compliance

GEM 07

💰

Revenue-Generating Referrals

Automated conveyancing quotes, lead referral programs, and trusted partner integrations mean Emerald Edge can become cash-flow positive for many brokers.

Revenue

GEM 08

🔗

Aggregator Integration

Integrates with 98% of Australian aggregator platforms via API. Sits as the front-end of your business, pushing data through to your aggregator's AOL seamlessly.

Integration

GEM 09

🛡️

Enterprise-Grade Security

SOC 2 compliant infrastructure. Your client data, IP, lead strategies and business workflows are locked down — invisible to banks, aggregators and competitors.

Security

GEM 10

📈

Growth Calculators Suite

Built-in sales and marketing calculators purpose-built for brokers — model loan scenarios, project commission income, calculate referral value, and stress-test your business growth strategy. Make confident decisions with real numbers, not guesswork. These tools are part of your platform, available to you and your team every single day.

Growth Tools

GEM 11

🔗

Dedicated Referrer & Client Portal

Every referrer and client receives their own secure, branded portal link. They upload documents, complete fact-finds, and communicate directly into your automated system — everything filed instantly under their name, no chasing, no email attachments, no manual sorting. Your referrers feel the professionalism. Your clients feel the ease. Your pipeline stays clean and current, automatically.

Client Experience

GEM 12

⚙️

Compatible With Your Broker Tools

Emerald Edge plays well with the tools brokers already rely on. Through smooth API integrations, the platform connects with leading industry tools including Financeable, Quickli, BankStatements.com, redaction tools, TFN removal, credit check services and much more — eliminating double-handling and keeping your entire workflow inside one unified environment. One platform. Every tool. Zero friction.

Financeable Quickli BankStatements.com Redaction Tools TFN Removal Credit Checks + More

Integrations

The Process

From Signup to Fully Automated

Emerald Edge is set up and configured for your business by our team. You focus on broking — we handle the infrastructure.

Start Free Trial

Platform Setup

Your branded portal goes live. CRM, AI workflows, document collection, and integrations are configured for your business.

AI Goes to Work

From day one, your AI assistant starts engaging leads, collecting documents, booking appointments and automating follow-ups.

Recover Your Time

Reclaim 8+ hours per deal. Use those hours to grow your business, build referral networks, or close more loans.

Build Your Asset

As workflows mature and your platform builds history, your brokerage transforms into a structured, transferable, saleable business asset.

Your Business. Your Rules.

Independence & Portability

For the first time, your business infrastructure belongs entirely to you — not your aggregator, not your bank. It moves with you.

Migrate Between Aggregators Without Disruption

Emerald Edge insulates your client-facing operations during transitions. CRM, marketing and workflows continue uninterrupted while you complete the backend switch.

Your Data Stays Private

No bank or aggregator can see your lead strategies, volumes or client data through Emerald Edge. What's yours, stays yours. Always.

Exit With Actual Value

When you sell or exit, buyers aren't just purchasing a trail book. They're buying a functioning, systemised business operation — potentially doubling your exit value.

Learn It Once, Keep It Forever

Unlike aggregator platforms that reset each time you move, Emerald Edge stays consistent. One system. One learning curve. Carried through your entire career.

98%

of mortgage brokers have no business asset beyond their trail book. When they exit the industry, there is effectively nothing structured to sell — no systems, no IP, no turnkey operation.

Additionally, when brokers move between aggregators, there is substantial disruption to their business — downtime while systems change over and reaccreditation with lenders stalls momentum. Emerald Edge remains open and running the front-end of your business during this entire period, with continued lead, client and referrer liaisons, document collection, credit checks and more. No real downtime. Business as usual.

Emerald Edge exists to change these legacy issues, permanently.

"The real consequence of a two-week stall when switching aggregators is not just the immediate revenue loss. It could take four to six weeks to fully regain momentum, potentially costing 25–50% of a quarter's revenue."

— Phil Rice, Founder, Emerald Edge (as quoted in Broker Daily)

Broker Feedback

What the Industry Is Saying

★★★★★

"As a new to industry broker that came from a different line of work, the academy has helped me accelerate the growth phase of my business. Phil is a wealth of knowledge and helped me secure a key referral partnership with a real estate agency that has made a huge impact."

Dyllan

New Broker, FBAA Emerging Broker Academy

★★★★★

"Clients expect slick, digital experiences. Our old CRM was making us look unprofessional. Emerald Edge transformed how we present ourselves — and the AI follow-up means no lead goes cold."

Michael

Finance Broker, Queensland

★★★★★

"I was manually tracking leads in a spreadsheet while juggling dozens of clients. The automation in Emerald Edge gave me back hours every week and my conversion rate has improved noticeably."

Sarah

Mortgage Broker, New South Wales

Pricing

Simple, Transparent Pricing

No lock-in contracts. Cancel or change seats at any time. Start with a full 14-day free trial.

Admin Seat

$149 /month + GST

Per admin user

Full platform access
Document management
CRM & pipeline view
Task & workflow management
Client communications
Team collaboration tools

Speak With Our Team About Setup

Broker Seat

$299 /month + GST

Per broker — full platform access

Everything in Admin Seat
AI Voice Assistant (lead calls)
Automated marketing sequences
Client-facing white-labelled portal
Coach-BOT business advisor
Aggregator API integration
Revenue referral programs
Compliance workflow automation
Equifax charges and other tools discounted due to volume bonuses

Start 14-Day Free Trial →

💡 Many brokers find Emerald Edge becomes cash-flow positive through consolidated subscriptions, reduced "Industry Tools" costs, and revenue from our integrated referral network and lead programs. The Emerald Edge ecosystem is comprehensive and built to improve your broker business as a unique GROWTH tool. Use the ROI Calculator below to model your scenario.

The Team

Built by People Who Know Broking

Emerald Edge was built by veterans of the finance, business advisory and technology sectors — people who've lived the pain points from the inside.

Phil Rice

Founder & Visionary

ACL Holder with 29+ years across mortgage, finance and professional services. Founder of Emerald Group Holdings, CEO of the Business Advice Agency, certified CPBA, and head of the FBAA Emerging Broker Academy.

"I've been searching for a platform like Emerald Edge for years and no one was getting it right. I know brokers and I know what they need. Emerald Edge is a revolutionary step forward — helping brokers succeed and scale with ease."

⬡ Part of Emerald Group Holdings

Emerald Edge — front-end broker business management & automation platform
Better Business Coach (BBC) — certified broker-specific business coaching; FBAA Emerging Broker Academy
Business Advice Agency (BAA) — industry advocacy, legal frameworks, and business advisory
Property 360 Agency — integrated real estate and finance ecosystem (launching 2026)
EZFinance & EZFinance Commercial — finance and credit solutions for consumers and businesses
Wiilson — communications, networking and business collaboration

Joe Cicala

Divisional GM, Certified Business Coach

Noel Currie

Group GM, Business Advisor

Susan Sheehan

Executive Coach, Mindset & Motivation

Tony Manto

Sales Trainer & Growth Expert

Kris Zelkas

Award-Winning Marketing Expert

Turn Your Brokerage Into A Real, Saleable Asset

What Brokers Are Actually Saying

Finally. A Platform Built for Brokers

Every Tool Is a Gem

From Signup to Fully Automated

Independence & Portability

What the Industry Is Saying

Simple, Transparent Pricing

What Could Emerald Edge Actually Do For You?

⬡ Emerald Edge ROI Estimator

Built by People Who Know Broking

Your Brokerage Deserves Better Than a Trail Book

Turn Your Brokerage Into A Real, Saleable Asset

What Brokers Are Actually Saying

Finally. A Platform Built for Brokers

Every Tool Is a Gem

From Signup to Fully Automated

Independence & Portability

What the Industry Is Saying

Simple, Transparent Pricing

What Could Emerald Edge Actually Do For You?

⬡ Emerald Edge ROI Estimator

Built by People Who Know Broking

Start Your 14-Day Free Trial

⬡ Emerald Edge — Free Trial Registration

Your Brokerage Deserves Better Than a Trail Book