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.

See It in Action

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

50
%+
average email open rates
150
+
mortgage-specific templates,
ready to send
20–30%
higher refi volume from triggered campaigns vs. no engagement

Frequently Asked Questions

Does ActivePipe replace my CRM?

No. ActivePipe complements your existing CRM: MyCRM, Mercury, Podium, Infynity, or Salestrekker. Your CRM manages loan processing and active deals. ActivePipe nurtures your settled database and identifies clients ready to refinance. Together, you get seamless data sync, automated client journeys, and no double-entry. A single retained refinance covers the annual platform cost many times over. 

How long does it take to get started?

Most brokers are running campaigns within days of signup. Once your contacts are imported from your CRM, pre-built journeys can launch immediately. We verify your setup and provide training before you go live, so you get results from day one, not week six. 

Which CRMs does ActivePipe integrate with?

ActivePipe integrates natively with MyCRM, Mercury, Podium, Infynity, and Salestrekker. CSV upload is also available for brokers transitioning between platforms or working with additional contact lists. 

Are the templates ASIC-compliant?

Yes. All 150+ email templates are built with Australian Consumer Law and ASIC guidelines in mind. New Zealand advisers are covered for FMA licensing and Privacy Act 2020 requirements. You get professional, compliant content without needing a marketing team or in-house legal review. 

We already receive marketing support through our aggregator — why add ActivePipe?

Aggregator marketing tools are built for loan processing, not relationship nurturing. ActivePipe is purpose-built for post-settlement engagement: the part of your business that drives refinances, referrals, and repeat clients. Both serve different functions. Both deserve the best available tool for the job. 

Our database is a mess. Where do we start?

Messy data is exactly where we start. Whether your contacts live in your CRM, a spreadsheet, or both, we clean, deduplicate, and segment them so your database goes from a liability to a revenue source within days. 

Does ActivePipe work for New Zealand mortgage advisers?

Yes. ActivePipe serves both Australian brokers and New Zealand mortgage advisers. NZ-specific content covers first home buyer campaigns and adviser channel market insights. All templates comply with FMA licensing requirements and the New Zealand Privacy Act 2020. 

Your next refinance is already in your database.

Turn quiet engagement in your database into clear next steps.

Let’s go find it.