Broker Management

Empowering Brokers as Strategic Partners in Lending

At Moroku, we envision a lending ecosystem where brokers are empowered as trusted, tech-enabled partners of our clients, unlocking growth, innovation, and speed for our lenders. Our mission is to provide brokers with intuitive, data-driven tools that make loan origination effortless, transparent, and scalable.

Through seamless digital onboarding, AI-powered document intelligence, and dynamic dashboards, we will increasingly eliminate friction from fragmented workflows and enable brokers to serve their clients with precision. By turning broker relationships into real-time strategic channels, not just transactional pipelines, we will enable lenders to access broader markets, make smarter decisions, and build enduring trust.

Where broker excellence meets platform intelligence.

Over the next twelve months Moroku will roll out a series of innovations to drive broker performance

The purpose of broker access within Moroku Lending is to create a seamless, intelligent interface through which brokers can originate and manage loan applications on behalf of their clients, while maintaining full visibility into their business relationship with the lender.

Here’s how that purpose unfolds:

Core Objectives of Moroku Lending Broker Access

  • Efficient Loan Origination Brokers can quickly enter or upload client applications using AI-powered form parsing, reducing manual entry and improving submission speed.
  • Real-Time Status Management Brokers get a centralised dashboard to monitor every application from pending to settled, with key milestones, alerts, and progress tracking.
  • Strategic Business Oversight Lenders provide brokers with insights into performance metrics, conversion rates, and client lifecycle activities, enabling smarter portfolio growth.
  • Flexibility with Fragmented Channels By leveraging Moroku’s orchestration layer, brokers can submit applications in any format (PDF, email, CRM), reducing integration effort and boosting onboarding velocity.
  • Enhanced Client Experience Timely communication, pre-filled fields via OCR, and adaptive workflows ensure brokers can deliver a fast, frictionless journey for borrowers.
In short, broker access won’t just be a data entry portal—it’s a strategic interface for scaling origination, improving compliance, and deepening lender-broker partnerships.

Key Capabilities

Broker Onboarding & Access

  • Broker receives an invite with credentials to access the embedded broker dashboard
  • Permissions are configured per Moroku Client

Broker Onboarding & Access

  • Broker selects loan type: Personal, Home, Business and customer details
  • Enters applicant details manually or uploads documents (PDF, email, scanned forms)
  • AI-powered OCR and LLMs (e.g. Donut, LayoutLM) parse and pre-fill application fields – see channel integrations
  • Broker reviews and confirms affordability and serviceability inputs:
    • Income sources, liabilities, expenses
    • Property details and valuation (via CoreLogic or Domain APIs)
    • Credit history (via Equifax, Illion, or Basiq integrations)

⚙️ 3. Submission & Decisioning

  • Application submitted into Moroku Lending’s decisioning engine
  • Real-time conditional approval generated (often within minutes)
  • Broker receives status updates and can view decision rationale
  • If additional documentation is required, prompts are sent to broker and applicant

📂 4. Application Management

  • Broker dashboard shows all active, pending, and completed applications
  • Filters by status, product type, client name, or submission date

🤝 5. Business Relationship Management

  • Aggregated view of broker performance by broker for the Moroku Client and for the broker to view their own performance: YTD, Last Year, conversion rates, approval times, average loan size
  • Access to lender-specific updates, policy changes, and product news
  • Gamified engagement via Moroku Odyssey: brokers earn recognition for speed, accuracy, and volume
  • Optional integration with commission tracking or referral systems

🔄 6. Post-Settlement Engagement

  • Brokers can track post-settlement activity: redraws, top-ups, refinancing
  • Receive alerts for client anniversaries or retention opportunities
  • Option to re-engage clients via embedded messaging or nudges
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