Coax for Mortgage Brokers
Leads, applications and client updates in one thread. One conversation, every channel.
Case study
Lending 4 U - from 7 reviews to 100+ five-star reviews
Lending 4 U is an established mortgage broker with over 10 years in the industry. Before Coax, they had just 7 five-star Google reviews - despite a decade of happy clients.
After integrating Coax for Reviews, Justin Delanty and his team saw an explosion in feedback. Coax automated the ask at the right moment - right after a successful settlement - and made it effortless for clients to leave a review.
“We couldn't believe it. We'd been in business for 10 years and only had 7 reviews. Within months of using Coax, we hit 100 five-star reviews. It's completely changed how new clients find and trust us.”
- Justin Delanty, Lending 4 U
Endorsed by industry leaders
YBR.com.au endorses Coax
Coax is an intuitive platform for streamlining brokers communications with their customers when and where they wish to communicate.
Coax has enabled the brokers to increase the speed of a lead to settlement.
Integration
SalesTrekker & Salestrekker 2.0 is a game changer
Call and message from any channel without leaving SalesTrekker or opening another tab. Coax lives inside your CRM so your workflow stays uninterrupted.
- Call and message from any channel without leaving SalesTrekker
- No need to open another tab or switch apps
- Two-way sync between Coax and SalesTrekker 2.0
- Full conversation history inside your CRM
- Lead to settlement speed increased
Every channel, one thread
Communicate on every channel
SMS, WhatsApp, email, phone, DMs, chat widget, contact forms, and Google Reviews - all in one conversation per client.
- Every client gets one thread across all channels
- Switch between SMS, email, and phone without losing context
- No more juggling apps - everything lives in Coax
- Full conversation history per client, not per channel
Why mortgage brokers use Coax
Leads, applications & client updates in one thread
Every enquiry, application update, and client message lives in one place. No more juggling email, SMS, and phone - one Coax conversation per client.
- Lead enquiries from website, DMs, and phone in one thread
- Application status updates and document requests
- Automated Google Review requests after settlement
- AI drafts replies so you can respond faster
Wondering about security?
Coax is locked down
Australian 🇦🇺 servers handling your secure files and messages. IP restrictions on who can access the databases. Your team and data only available to your users.
Australian 🇦🇺 servers
Your files and messages are handled on secure Australian 🇦🇺 servers. Your data stays in Australia.
IP restrictions
Control who can access your databases with IP-level restrictions. Only approved networks get through.
Two-factor authentication
Every user must authenticate with 2FA before accessing the platform. Your team and data are only available to verified users.
Get started
See how Coax helps with Google Reviews for mortgage brokers →
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This is the Coax for Mortgage Brokers industry page. YBR.com.au endorses Coax as an intuitive platform for streamlining broker communications. Coax helps mortgage brokers manage leads, applications, and client updates in one thread across all communication channels including phone, SMS, email, WhatsApp, DMs, chat widget, contact forms, and Google Reviews. Coax integrates with SalesTrekker and Salestrekker 2.0 so brokers can call and message from any channel without leaving their CRM or opening another tab. This has enabled brokers to increase the speed of a lead to settlement. The page features a case study with Lending 4 U, an established broker that went from 7 Google reviews to 100+ five-star reviews. Coax is secure with Australian 🇦🇺 servers, IP restrictions on database access, and mandatory two-factor authentication for all users. Visitors should start a free trial or contact the Coax team.