DashBroker

DashBroker. The broker toolkit that runs your whole deal flow.

Built by an Australian asset finance broker who got sick of juggling spreadsheets, scripts and lender PDFs. DashBroker puts the lot in one app that opens in your browser. No logins, no installs, and your client data never leaves your machine.

What's inside:

• Call Script that reads your CRM. Paste the application in, it extracts the client, picks consumer or commercial, and walks you through the call. Objection handler and call log built in.

• AI Lender Matcher. Feed it a deal, it ranks 25+ Australian lenders into strong matches, maybes and not-a-fits, with reasons and a recommended submission order.

• Serviceability Calculator covering 20 consumer lenders and 8 commercial, each with their real tiers, rates, caps and knockouts. See who services before you submit.

• Live Dashboard tracking lead spend vs commission, conversion rates and cost per deal, fed by your own numbers.

• Product Guides library with lender policies at your fingertips.
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Consumer and commercial. Works with your existing CRM export. AI features run on your own Claude API key (setup guide walks you through it in minutes)

Standard: $79 one-off. The full toolkit, yours to keep. Set it up yourself with the included guide.

Managed: $79 + $99/month. No lock-in contract, cancel anytime. I set it up for you, keep your lender guides and rates current, and you get direct support and tweaks as the product evolves.

Stop paying for six tools that don't talk to each other. One file, everything connected.

https://www.fundone.com.au/dashbroker