

What is Chief?
Chief is a digital collaboration platform which connects brokers and consumers. Well known technology startups have also adopted a similar approach to digital relationships, in what’s called Vendor Relationship Management (VRM).
These platforms allows a vendor (the broker) to do business with a customer in an environment which is governed and managed by a third party, who are responsible for security, compliance and quality assurance. As that third party, we enable and empower the broker (and the customer) with the tools and functionality to get things done better.
Features
Break free from your aging software. Track deals and manage customers in a way that fosters lifelong business relationships with Chief.
Real Time Fact Find
Both the broker and the customer can collaborate on the fact find in real time, which eliminates the countless variables and headaches of semi-digital fact finds which rely on paper, pens, faxing, scanners, etc.
Loan Validation & Serviceability
Brokers can confirm capacity and policy before getting consumers to execute documents for submission. Our Launchpad feature also allows the broker to deliver accurate and serviceable loan scenarios to the customer that are relevant to customer’s situation
Lender Policy Matrix
Gives brokers the ability to search and refine to find suitable lenders based on key policy criteria (income, security, general policy, lo doc, etc.). All of this equates to faster process times, fewer variables and more accurate advice for customers

Aesthetic
Chief is also aesthetically quite beautiful, which makes using it a pleasure from a broker’s perspective, but also allows the broker to impress and give confidence to their customers. You can sit next to a consumer and show them Chief and run them through Launchpad to show them suitable loan scenarios.
Fully API driven
allows us to build scalable and robust systems whilst maintaining an agility for feature-based development and support-based initiatives We are rolling out updates on a weekly basis – up to 25 times more updates than the average broker platform.
Integrations
Being API driven also allows us to integrate and embed 3rd party systems within our platform such as Veda, CoreLogic RP Data and others, without the need for the broker to open new windows, login using different credentials and having no data transfer or sharing between the systems.
Chief Explained
You reached out and we listened. Chief provides intensive training from day one and ongoing support from the best brokers in the industry after the induction period is over.
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API driven
Chief is a fully API driven mortgage broker platform, which allows us to build scalable and robust systems whilst maintaining an agility for feature-based development and support-based initiatives We are rolling out updates on a weekly basis – up to 25 times more updates than the average broker platform.
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Zero downtime
Due to our sophisticated architecture, we have zero downtime for our users during updates. Gone are the days of 3,6,9,12 hour outage windows whilst the broker’s platform is being updated. Members of My Local Aggregation and users of Chief can always do business. This is especially important given the instances of brokers doing lodgements outside of usual business hours when outages or downtimes are classically scheduled.
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Integration and 3rd party systems
Being API driven also allows us to integrate and embed 3rd party systems within our platform such as Veda, CoreLogic RP Data and others, without the need for the broker to open new windows, login using different credentials and having no data transfer or sharing between the systems. There is huge efficiency gains in having these industry relevant systems built onto our platform, and as such built into the workflow of the broker. They become part of the broker’s rhythm and the seamless data sharing means the broker can focus on one system and remove inefficiencies and the analysis paralysis that comes from working with many tools.






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Allow more time for relationship building and deliver an experience for customers which encourages referral and repeat business.