More Deals. Same Database.
Mortgage broker marketing automation built for Australia and New Zealand. Capture refinance opportunities, retain more clients, and convert your existing database into repeat business.
Every broker has hundreds of past clients who trusted them once.
But most won’t think of you when they next need finance.
ActivePipe changes that. Automatically.
What ActivePipe Delivers
- Activate your entire database
Re-engage past clients with automated, personalized campaigns that keep you top of mind. - Turn past relationships into pipeline
ActivePipe flags engagement and alerts you when it is time to reach out. - Protect your trail and increase loan book value
Consistent follow-up builds loyalty, reduces churn, and helps protect future revenue. - Scale without adding headcount
Run always-on campaigns in the background, from post-settlement to anniversary touchpoints.
Unlock More From Your CRM
ActivePipe integrates seamlessly with the CRMs used across leading aggregator networks, turning the client data you already have into automated marketing that drives real pipeline.
What You Get
Refinance Alert Engine
- Automated notifications 30, 60, and 90 days before fixed-rate expiry
- Triggered email sequences with market context built in
150+ Mortgage-Specific Templates
- Pre-built for post-settlement nurture, investor newsletters, RBA updates, and more
- ASIC-compliant and ready to send from day one
Pre-Built Campaign Journeys
- 3-year Post-Settlement Nurture and 12-month Investor sequences included
- Days to launch, not months of setup
Market Insights Automation
- RBA rate updates sent within an hour of each decision
- Suburb-level property updates for 200+ ANZ locations that position you as the local expert
Why Brokers Choose ActivePipe
ready to send
Frequently Asked Questions
Does ActivePipe replace my CRM?
No. ActivePipe complements your existing CRM — we don’t replace it. Your CRM manages listings and deals. ActivePipe adds the intelligence layer that nurtures your database and identifies who’s ready to move. Together, you get seamless data sync, automated client journeys, and no double-entry. The investment pays for itself with a single listing generated from your database.
Can ActivePipe work with a messy database?
That’s exactly where we start. Most agents have contacts spread across their CRM, spreadsheets, old email lists, and business cards. ActivePipe cleans and organises all of it — removing duplicates, validating contact details, standardising formatting, and importing from multiple sources. CSV files work perfectly. We also work during CRM transitions. Your database will be cleaned and ready in days.
How long does it take to set up ActivePipe?
Most users are set up in a few days. Once contacts are imported, pre-built campaigns can launch immediately. We don’t just hand you a login — we ensure proper setup with training so you generate results from day one.
What CRMs does ActivePipe integrate with?
ActivePipe integrates with leading real estate CRMs including Rex, AgentBox, VaultRE, Eagle, Box+Dice, MyDesktop, etc. For more complex platforms, we offer engineering support and CSV upload alternatives while configuring deeper integration. The best way to confirm your setup is during a demo.
What training and support does ActivePipe include?
We’ve seen what happens when automation tools have poor training and wrong setup. Agents end up paying without understanding the value. That’s why we do things differently: setup verification before you launch anything, step-by-step training showing exactly how each feature works, a single point of contact throughout, and ongoing training as your team grows. You’ll know how to use the Intent Engine, read behavioural signals, and follow up on hot leads from day one.
We tried automation before — it didn’t work.
We hear that a lot. Usually it’s because of wrong setup or poor training. That’s exactly why we do setup verification and comprehensive training before you launch anything. We don’t just hand you a login — we ensure you understand the system and generate results. Walk us through what happened, and we’ll show you how we prevent those same issues.
Our database is a mess.
Messy data isn’t a blocker — it’s our starting point. We clean and organise data from wherever it lives: CRM, spreadsheets, old systems. We validate, remove duplicates, then activate it with intelligence. Your database will be working for you within days.
Your next refinance is already in your database.
Turn quiet engagement in your database into clear next steps.