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Built by brokers. Designed for efficiency.

Multiply Productivity

X-TOOLS helps mortgage brokers save time, improve consistency and deliver better client outcomes through structured workflows, intelligent templates and automated reporting.

Subscribe for $30/month

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X-TOOLS broker portal

X-TOOLS broker portal fact find dashboard

Transform experience into productivity

Leverage your expertise while X-TOOLS helps streamline administration, calculations, document preparation and reporting.

Why X-TOOLS

Why brokers choose X-TOOLS

  • Structured Fact Finds
  • Funding Position Analysis
  • Complex Scenario Modelling
  • Product Comparison Reports
  • Best Interest Duty Support
  • Application Notes & Templates
  • Word & PDF Report Generation
  • Reduced Manual Data Entry
  • More Time for Client Relationships

Everything in one broker workflow

Fact find

Capture complete client information

Guided fact find screens collect applicants, dependants, employment, income and commitments once — then reuse that data everywhere.

X-TOOLS broker portal

X-TOOLS fact find screen capturing primary applicant and co-applicant details

Scenarios

Model complex lending scenarios

Build and adjust structures quickly, test the numbers and see the funding position update as you work.

X-TOOLS broker portal

X-TOOLS scenario modelling screen

Comparison

Compare strategies and outcomes

Put options side by side so the trade-offs are obvious to you and easy to explain to your client.

X-TOOLS broker portal

X-TOOLS strategy comparison screen

Reporting

Generate professional comparison reports

Produce polished Word and PDF reports from the data you already entered — consistent every time.

X-TOOLS broker portal

X-TOOLS professional comparison report output

Compliance

Streamline compliance documentation

Application notes and Best Interest Duty support templates keep your file notes structured and complete.

X-TOOLS broker portal

X-TOOLS compliance documentation and application notes screen

Work smarter. Serve clients better.

X-TOOLS brings together data collection, scenario modelling, comparison reporting and compliance documentation in a single platform designed specifically for mortgage brokers.

Reduce administration. Improve consistency. Deliver better client experiences.

Focus less on paperwork and more on what matters most — helping clients achieve their property goals.

Pricing

Simple Monthly Pricing

Secure your monthly subscription. Easy billing, cancel anytime.

X-TOOLS Subscription

Broker Productivity Access

Full access to member portal metrics, loan processing & updates

Full Access

$30/ month

  • Full Access to Client Management Portal
  • Funding Position Templates / Reports
  • Exit Strategy Modelling & Reporting
  • Compliance Notes & Application Notes
  • 30-Day Money Back Guarantee
  • Secure Payments Powered by Stripe
  • Cancel Anytime
  • Productivity Tools – No Credit Advice

Payments processed securely by Stripe