BizMyte captures your meetings, checks your documents and builds your compliance records as you work. No more piecing files together from your CRM, email, folders and spreadsheets. Less admin. Nothing missing. Nothing to reconstruct.
From a single onboarding link to an audit-ready file: document checks, consent capture, and the immutable trail behind every decision.
Brokers are judged on the file. Income evidence, identity, expenses, consent, the reasoning behind a recommendation. It all has to be there, correct, and defensible months later. Today that work lives in inboxes, folders, and memory. When a reviewer asks "why," the answer is hard to find.
Payslips by email, statements in a portal, IDs over text. Nothing checked the same way twice.
The compliance record is reconstructed after the fact. That is the part most likely to fail a review.
When an aggregator or ASIC asks what happened and when, there's no single source of truth.
BizMyte's document intelligence reads payslips, bank statements and identity documents, pulls out the figures that matter, and tests them against the checks every mortgage and finance broker is responsible for. You get a clear verdict to sign off, not a blank page to start from.
Every client, loan, property and compliance field in a single registry, with saved views, Excel-style filters and a complete history behind each row. Find any file in seconds, and know its compliance status at a glance.
Request the documents you need and receive them the same way: one secure link, one encrypted portal built to a Tier-1 security envelope. The client completes their details and uploads straight into the file, so nothing lands in your inbox or a shared drive. And every meeting, on Teams or in person, gates recording behind explicit consent that stays on the file.
For your home loan with BizMyte
Run Teams or in-person meetings with consent on the record, and keep the transcript and an AI summary on the client's file, and ask an assistant that has already read each client's history.
BizMyte can produce a transcript and an AI summary of key points, action items and risks from your meetings, attached to the client record and ready for your next review.
Answers about a client, drawn from their file, in one place, instead of a hunt across your CRM, inbox and folders. Ask for their history, last meeting, documents or outstanding items and the assistant replies in seconds, grounded in that client's record, with follow-up emails and meeting notes a click away.
Every obligation on a file is checked, and the result is written to the record: what's met, what's failed, and why. An expired ID, an undisclosed liability, a missing bank statement: each is flagged the moment it's assessed and kept, never quietly overwritten. So when a reviewer asks what was checked, and when, the file already answers, in full and unaltered.
Send a secure link. The client completes their details and uploads documents through the portal, straight into the file, with a trail.
Consent is captured before a word is recorded. When a meeting is transcribed, the transcript and summary can land on the client file, with actions and risks noted.
BizMyte checks each document against your compliance obligations and surfaces what needs attention. You review and sign off.
Every verdict, edit and consent lands in an immutable record, ready the moment an aggregator or ASIC asks to see it.
BizMyte is built and hosted to the standard a regulated practice should expect: engineered on Microsoft Azure, with controls that assume your data is sensitive, because it is.
Hosted in Australian Azure regions. Your clients' data is stored in the country.
Data encrypted in transit and at rest, with secrets and identities managed, never embedded.
A team model with Principal, Broker, Assistant and Compliance roles, each seeing exactly what they should. Rolling out for practices.
Verdicts and consents are added, never altered. The record holds up under scrutiny.
Nothing is truly lost. Archived records and document versions stay recoverable.
Who viewed, downloaded or shared a document, and when. The file keeps its own visitor log.
In 30 minutes we'll walk one file from onboarding to audit-ready: document checks, consent capture, and the immutable trail behind every decision. Bring your hardest compliance question.
BizMyte is mortgage broker software for Australian brokers that keeps client meetings, documents, consent and compliance records organised in one place, so files are complete, checked and review-ready without the admin.
Australian mortgage and finance brokers, broker principals and compliance teams, from single-adviser practices to aggregator groups. If you're responsible for defensible client files, BizMyte is built for you.
It's built around APRA and ASIC expectations and Best Interests Duty. BizMyte verifies documents against your obligations, captures consent before recording, and writes every decision to an append-only audit trail, so the compliance record is created as you work, not reconstructed afterwards.
No. BizMyte does the checking and the record-keeping; the broker makes the call. Every output is a reviewable result you approve before it's final. The relationship, the advice and the decision stay with you.
BizMyte is a secure web application at my.bizmyte.com.au that works on desktop and mobile, with nothing to install.
No. BizMyte works alongside your aggregator systems as the place where the client file evidence comes together: meetings, documents, consent and compliance records connected in one view.
On Microsoft Azure, in Australian regions. Your clients' data is stored in Australia, encrypted in transit and at rest, under Australian law.
BizMyte is built for teams, with a four-role model — Principal, Broker, Assistant and Compliance — giving each person the access appropriate to their work. Multi-seat practice access is rolling out; talk to us about early access for your firm.
Yes. BizMyte's document intelligence reads payslips, bank statements and identity documents, extracts the key figures, and tests them against your compliance checks, giving you a clear verdict to sign off rather than reviewing every document from scratch.
Yes. BizMyte is built around Best Interests Duty for Australian brokers. It captures the reasoning behind each recommendation, the documents that support it, and the consents obtained, in an append-only record, so a BID file stays defensible months later.
Document verdicts, consents, onboarding events, edits and lifecycle changes, each timestamped, attributed, and only ever added, never overwritten. When a reviewer asks what happened and when, the trail answers in order, with the reasoning attached.