Australian aggregator profiles

Australian Mortgage Aggregator Directory

Use this Australian mortgage aggregator directory to find a group’s profile, supplied platform and former trading names. Each profile explains its membership model and broker services.

Start with a known name below. For a joining decision, use the comparison and fee guides after you have found the right group.

Aggregators in Alphabetical Order

24 guides

Browse the profiles from AFG to YBR Aggregation. The directory includes asset finance groups for mortgage brokers adding vehicle or equipment finance.

Former Names and Merged Brands

Contracts, commission statements and older articles keep using former names. Use this map to find the group’s profile.

Name You RecogniseProfile to Open
PLAN, Choice and FASTLMG
Vow FinancialYBR Aggregation
LoanKitFinsure
Hai MoneyFinsure’s history; former sub-aggregator
Platform Finance and COG ConnectCOG Aggregation; channel and platform names

Hai Money was a separate Finsure sub-aggregator. Platform Finance remains COG’s mortgage-broker channel, while COG Connect names its technology.

Aggregator CRMs and Platforms

A customer relationship management (CRM) platform handles client records and deal work. Use the platform guide for software detail and the aggregator profile for membership terms.

AggregatorSupplied Platform or System
AFGSuite360
Astute FinancialGEM, built on Salestrekker
Brass AggregationSalestrekker
COG AggregationCOG Connect
Compass AggregationNavigate
ConnectiveMercury Nexus
Custom Equity GroupInfynity
FinsureInfynity; Metanoia announced as a staged upgrade
FintelligenceAmbition Cloud
Liberty Network ServicesSpark+
LMG (Loan Market Group)MyCRM
Mortgage Australia GroupSalestrekker for direct-lender work
Mortgage ChoiceBroker Platform
My Local BrokerChief, powered by Salestrekker
Nectar MortgagesMyCRM
nMB (National Mortgage Brokers)Mortgage Broker Suite
outsource Financialioutsource, based on Salestrekker
Purple CircleSalestrekker
Redrock GroupSalestrekker; SupportSuite and ComplySuite
Regional Finance (RegFin)Connective aggregation and RegFin reporting
Specialist Finance Group (SFG)SFGconnect, built on Salestrekker
Viking AggregationSalestrekker 2.0 for residential finance
Vision AggregationInfynity
YBR AggregationVownet; Ynet 2.0 for franchisees

Finsure continues to advertise Infynity while it describes Metanoia as a staged replacement. The aggregator CRM directory explains the platforms in more detail.

Find the Name on Your Commission Report

Start with the aggregator or reporting name printed on your commission statement. Trading names, franchise brands and report issuers can differ.

If you work through a sub-aggregator, identify the group that issues the report. The report-support table lists Track My Trail’s report routes separately from this directory of membership profiles.

Compare, Cost and Switch

Use the guide that matches your next decision. For published lender commission figures, open one of these schedules.

Check Your Trail Reports After You Join

Keep two consecutive monthly commission reports for your first book review. Match the reporting periods and GST treatment before comparing the same loan.

  • Look for clients that appear or disappear between reporting periods.
  • Compare a loan’s remaining balance with its trail payment when income falls.
  • Review large repayments separately from fully discharged loans.
  • Check how much income comes from each lender and, for a team, each broker.

Track My Trail’s Quick Analysis explains the changes between two monthly reports. Use the trail-tracking guide for the loan-level reconciliation process.