Keep every client.
Grow every client.
Connect360 watches rates, equity and fixed-term expiries across your whole loan book, tells you exactly who to call and why, and prompts the conversation before another broker does.
$3B assets tracked
1,200+ opportunities surfaced
ISO 27001 certified
The back book is leaking
In the year to 30 June 2026, Australian borrowers moved $371bn in home loans to new lenders. 664,000 clients moved, about 1,800 every day, costing brokers an estimated $725m in trail and clawback.
For the average broker business, that’s $37k–$40k walking out the door every year, before a single new client is won.
Sources: Elula analysis of APRA data, FY26; Sherlok broker churn data.
Connect360 is a client retention and growth platform for Australian mortgage brokers. It turns a static list of settled loans into a live book, showing you which clients are at risk, which are ready to grow, and exactly what to say to them.
What is Connect360?
Connect360 is a client retention and growth platform for Australian mortgage brokers. It turns a static list of settled loans into a live book, showing you which clients are at risk, which are ready to grow, and exactly what to say to them.
Retain, Grow, Automate
Retain
Stop losing clients to other brokers and lenders
- Alerts on rate changes, fixed-term expiries and refinance risk across your entire book
- Bench-rate Repricing: find which variable-rate clients you can keep with a repriced deal from their current lender, before refinance is ever on the table
- Every client reviewed, on record, at full book scale
If you don’t show up, someone else will.
Grow
More deals from the clients you already have
- Equity and life-event signals that surface investment loan, top-up and next-purchase opportunities
- Filter your whole book live by lender, rate, fixed or variable, IO or P&I, LVR band, settlement date or loan value
- A one-click contact list showing who to call and why
Works alongside your CRM. Tells it who to call and when.
Automate
Your annual review, running every single day
- Set a rule in plain English once, and Connect360 runs it automatically
- Outreach from your own email address, or by SMS, on your schedule
- Timely check-ins that keep you front of mind without extra admin
Like a relationship manager working 24/7, so when the moment’s right, you’re the first call.
Connect360 works with your CRM
Your CRM runs your pipeline, your applications and your paperwork. Connect360 watches your settled book and tells you which clients need a conversation, and why. No rip-and-replace, and no change to how your team already works.
Six months on Connect360
+46% client engagement
+24% new opportunities from existing clients
+16% revenue from existing clients
Same clients. Same book. More revenue.
“Integrating Connect360 with Effi CRM gives mortgage brokers powerful tools to improve client retention, identify opportunities and engage customers at the right time. It helps brokers unlock greater value from their database while working within their existing CRM workflow.”
– Mandeep Sodhi
Founder and CEO, Effi Technologies
“Connect360 has transformed the way I manage my business. I now reach out to clients at the right time, leading to more conversions and long-term relationships.”
– Navjeet Matta
Gain Home Loans
Connect360 helps you:
- Identify cross-sell and upsell opportunities like investment loans and guarantor deals
- Surface refinance-ready clients based on rate changes and equity data
- Re-engage cold leads with the right offer at the right time
Powered by the Property Dollar
Connect360 is built on Property Dollar, the Australian proptech platform tracking live property and loan data for 15,000+ investors.
It gives brokers:
01
Real-time property and equity insight across their book
02
Repricing and refinancing opportunity
Automation that works without the overwhelm
03
See Connect360 on your own book
In 20 minutes we'll show you where your book is leaking and which clients you could call this week.
Because great brokers deserve better tools.
Your Data. Protected by Global Standards.
Connect360 is certified under ISO/IEC 27001:2022
The world’s gold standard for information security.
What it means for you:
- Your client’s personal and property data is protected with bank-level security.
- We follow strict global protocols for privacy, encryption, and risk management.
- You can use Connect 360 with total peace of mind.
Security isn’t just a promise. It’s certified.