For mortgage brokers
Start the loan review with the portfolio in view
See the loan, ownership and portfolio context your client has authorised before you sit down to review the lending.
Free for 90 days, up to 10 clients. No sales call required.
Product proof
Loan and portfolio context, shared by the client
Open the client record, check the loan dates and see the wider portfolio before the review. The client decides what you can access.
Founder walkthrough · 1:22
A client record, in context
The client controls the connection
Access starts read-only. A client can approve book edits, change permissions or revoke access. BrickTrack keeps the shared property record; it does not provide tax, lending or investment advice.
- 01Create your professional profile and invite a client.
- 02The client accepts the connection and chooses your access.
- 03Review their loan and portfolio record before the conversation.
- 04Keep the record available for the next client-authorised review.
Can I try it without a sales call?
Yes. Create an account, verify your email, then choose your role and practice details. The pilot runs for 90 days and covers up to 10 clients.
Does this replace my professional software?
No. BrickTrack gives you the client-authorised property record. Your advice, checks and professional systems remain yours.
Try the workflow with your own pilot account
Set up your professional profile, then invite a client when you are ready.
Create your pilot account