For ambitious Australian mortgage brokers

Scale your loan book, not your admin.

Forma runs everything from fact-finding to portal filling, so you can write more loans without drowning in paperwork.

Book a demo Watch the 2-minute tour
Australian-hosted · bank-grade security · works with Finsure, LMG, AFG, Connective & ApplyOnline

Your end-to-end growth engine

Built for Australian Mortgage Brokers, Forma takes paperwork off your plate, from the first conversation to lodged file, so your time goes into writing loans, not chasing paper.

Calls
Discovery calls
Voice
Quick notes
Emails
Questions, Attachments
Messages
Payslips & ID photos
Sarah & James Chen
Customer Vault
Secured
Identity Income Documents Signatures Liabilities
Entered once — reused across every portal
ApplyOnline
CommBank · fields + docs
Finsure
Aggregator CRM
LMG
MyCRM
Connective
Mercury nexus

How it works

Connect, collect, fill. All done via your secure customer vault.

1
Connect

Fact-find, built from the conversation

Forma reads the conversation, understands the deal, and pre-builds the collection list for you.

  • Connects to where your conversations already happen.
  • Understands your clients needs
  • You stay in control. Review before it goes out.

Coming from Middle? Import your in-flight clients in one click.

Chen · first call
Granola transcript · 32 min
Scanning
Broker So talk me through where things are at.
Client We found a place in Coburg — offer's in at $940k.
Client My parents are gifting part of the deposit — about 40 grand.
Broker And you're both on the application?
Client Yeah — I'm full-time, Mia's just gone contracting.
Client Oh, and we've still got about $12k left on the car loan.
Auto-defining what to collect 8 items
Photo ID
Driver licence · both applicants
Standard
Gift letter & funds evidence
“parents are gifting part of the deposit”
From call
Car loan statement
“about $12k left on it”
From call
8 items · auto-built from the call Ready for your review
2
Collect

Nothing slips, and you never chase

Forma sends the list to your client with secure upload links, then follows up to close the loop.

  • One secure link for the client to upload documents.
  • Automatic reminders chase anything outstanding.
  • Stored and organised in the cloud.
Sarah & James Chen · Collection
6 of 8 items in · Forma is chasing the rest
75%
Photo ID · both applicants
Uploaded & verified
In
Payslips & bank statements
4 files · income verified
In
Gift letter & funds evidence
Reminder sent · SMS + email
Chasing
Next auto-reminder in 24h 2 items outstanding
3
Auto-fill

Fill any portal in one click

Forma extracts the client data and allows you to fill any lender or aggregator portal with a single click.

  • Auto-fills every field in any portal.
  • Client data extracted from every uploaded document.
  • Works on any portal it's never seen.
Customer Vault · Sarah & James Chen
portal.anz.com.au
ANZ Broker Portal · New application
First name
Sarah
Last name
Chen
Employment
Full-time PAYG
Gross annual income
$98,400
Payslip_Chen.pdf · Bank_statements.pdf
Supporting documents
Attached
Forma Autofill
Fill from Customer Vault
SC
Sarah & James Chen
18 fields · verified from documents
Ready
Fill application
Whole application filled · one click
Why clients refer you

Win this deal, and the next three.

Forma turns document collection into one calm, secure link with gentle automatic reminders, so the whole loan feels effortless. That is what clients tell their friends about.

  • One link, no login gymnastics, no email ping-pong.
  • We chase gently, so you never nag your own client.
Your home loan
Secure link · no login needed
Hi Sarah, everything we need for your loan is in one secure link.
Your documents
5 of 6 uploaded
Photo ID
Done
Latest payslip
Tap to upload
Just the payslip to go, no rush.
All done, thanks Sarah.
Referred a friend
Grow before you hire

Scale like you've got a processing team.

Forma does the file work a processor would, so you take on more loans before you take on payroll.

Hire a processor

  • Weeks to recruit and onboard
  • A salary and someone to manage
  • Handles the file admin

Forma

  • Live in a day
  • Runs the fact-find, chasing, compliant file and portal fill
  • You stay on the client relationships and settlements
More settlements, less grind

The admin isn't just annoying, it's your growth ceiling.

The average broker loses about 25 hours a week to admin. Every hour on paperwork is an hour you're not writing loans.

~25 hrs
a week the average broker loses to admin, that Forma hands back to writing loans
Minutes
to assemble a compliant file, down from two hours, so you take on more files, not more hours
Zero
fields re-keyed by hand into the portal
Every file
tracked and audit-logged, so growth never gets messy
Built for trust

Grow fast without dropping the ball.

Every file tracked, chased, and audit-ready by default.

Australian-hostedClient data stays onshore
Bank-grade encryptionIn transit and at rest
NCCP & BID-awareAudit-trailed by default
Client-approved sharingConsent on every hand-off
Get started

Ready to write more loans?

Watch Forma take one of your real client files from the first conversation to a lodged application, with nothing re-keyed, and see what it frees you up to go and do.

Book a demo Watch the product tour