Your CRM settles loans. It doesn't chase them.
If you're running BrokerEngine, Salestrekker, or anything similar, you'll know the pattern: validation errors, document chasing, the same client details typed into four different places, and the gap between what the software estimates and what the lender actually approves. All of it still lands on you or your back-office team.
ChadScales builds custom infrastructure that sits underneath the CRM you already run, closing the specific gaps that cost a brokerage real hours every week.
The documents you built yourself
Most brokers writing real volume stopped using the fact find inside their aggregator years ago and built their own in Excel. Every independent tool sold into this market asks them to give that up, which is exactly why the spreadsheets are still there and still being filled in at nine at night.
We don't replace them. Your fact find and your funds to complete come out filled, in your format, with your letterhead, off a single entry. Anything the reading wasn't sure of is flagged for you. You check those and sign, because you're still responsible for the file. You've just stopped being the one typing it.
Built around your own patterns
Some of the biggest gaps aren't software bugs, they're patterns nobody's watching. We build systems that learn from how your own files and clients actually behave, then act on it without anyone having to remember.
Stip prediction
A system that learns which loan types or lenders tend to generate stips for your specific deal mix, and flags the file early, before the stip even lands.
Follow-up timing
A system that learns when a client is actually likely to respond, and times the next follow-up around that instead of a fixed schedule.
What your CRM handles vs what's still manual
This is the pattern we see across most aggregator CRMs, BrokerEngine and Salestrekker included.
What the CRM handles
What's still manual
On BrokerEngine, that often means expanding folder after folder to find a flagged Credit Proposal error, or clearing your cache when Suite360 can't locate a Loan Writer ID or IDR detail. On Salestrekker, it can mean re-running the lender's own calculator by hand once your Maximum Borrowing estimate drifts more than 5% from what they'll actually approve, or chasing FinanceVault uploads that never update their own status. Different platform, same kind of gap.
What we could build
Validation
A check that catches a missing field before you ever see an error screen, not after.
Lender accuracy
A flag that fires the moment a borrowing estimate drifts too far from what a lender will actually approve.
Document tracking
Status that updates itself the second a file lands, instead of waiting on someone to check it.
Post-settlement
Reviews, refinance checks and trail protection that run on their own, without anyone opening a spreadsheet.
What the audit delivers
01
System topology map
Exactly how your current tools connect, and where they don't.
02
Leakage figure
A real annual dollar figure for what the manual gaps are costing.
03
Build blueprint
What we'd actually build to close the gap, specific to your setup.
04
Fixed-scope proposal
One price, agreed before anything gets built.
What it costs to find out
There are three steps and the first two currently cost nothing. The diagnostic call is short and exists to work out whether an audit is worth doing at all. The Operational Mapping Audit itself is currently run at no charge for brokerages that look like a fit, and it produces the annual leakage figure plus a fixed-scope proposal. Builds typically start from $2,500 and are priced against what the audit found, never by the hour.
Not every enquiry gets an audit. Intake is capped, and the call is where that gets decided. If an off-the-shelf tool already solves your problem, that's what you'll be told on the call.
Who we work best with
Who this isn't for
The average active Australian broker lodges around 3.2 applications a month. At that volume, taking forty minutes off a file gives you about two hours back a month, and two hours a month does not justify building anything. If that's you, keep your spreadsheet, it's doing its job.