Sophisticated Tools For Lending Professionals
Impress your clients, dramatically improve your user experience and simplify the way you do business with our extensive suite of apps
Cloud-based
Access from any internet connected device, anywhere, any time
Responsive
Built to work on any device - from phones and tablets to laptops, desktops, and even TVs!
Secure
Featuring the latest in security protocols to keep your data, and your client's data safe
Built for you
Purpose-built for mortgage advisers and their clients - every thing you need and nothing you don't
Socket CRM
A sophisticated Customer Relationship Management tool with game-changing features to simplify your business
Work smarter with intuitive and clear dashboards, client records, and financial data
Free your day-to-day with automated tasks and communications
Source new and repeat business with rich leads
Socket Loan App
A digital loan application platform for a smarter, easier application journey that your clients will love
Improve your customer experience and increase productivity by collaborating with your clients on their application
Simplify the process with automated tax, foreign currency, LVR and UMI calculators
Enhance your brand image by replacing paper forms with a sleek and attractive web-app
Socket Toolkit
A suite of impressive market-leading tools for you and your clients
Simple and intuitive tools for comparing multiple lending offers, creating a budget, and assessing affordability
A powerful loan planner to model payment and financial events and their long term outcomes at the click of a button
Smart commission calculation and management - including trail!
Our Introductory Pricing
Socket CRM
$35/month
per user- Unlimited client records
- Tools to transfer from your existing CRM
- Track all client contacts and loan applications
- Supports any size firm - from 1 user to 10,000
Socket Loan App
$15/month
per user- Unlimited loan applications
- Unlimited storage for loan documentation
- Generate professional application documents with one click
- Use with Socket CRM for full application lifecycle management
Socket Toolkit
$10/month
per user- Full Access to all tools
- Unlimited storage to save every tool
- Generate professional PDFs for your clients
- Use with Socket CRM to save tools against client records