Stop chasing documents.
Readyfile sends your client one link. They fill in the details, upload what's needed, and you get a complete, organised file ready for the lender. No more email chains, no more missing payslips.
Made for small teams, not enterprise.
Readyfile is built for individual brokers and small offices. It plugs the gap between "we do this over email" and a platform that costs more than it saves. If you have a CRM you like, keep it. Readyfile handles the part it doesn't do.
You already know where the time goes.
Three things quietly eat the week in every broking office.
The chasing.
Three follow-up calls to get one payslip. Your client manager spends half their week on it.
The mess.
Documents scattered across email, SMS and WhatsApp. Something is always missing at the worst moment.
The risk.
Client IDs and bank statements sitting in personal inboxes and phones, with no record of who has what.
Four steps. That's the whole thing.
Add your client.
Name, email, mobile. Takes ten seconds. No data entry beyond that.
Send the link.
By email, SMS, or both. Your client opens it in their browser. No app, no password, no account to create.
They fill it in.
The form asks only what applies to them, and builds a document list from their answers. Automatic reminders chase anything still missing, so you don't have to.
You get the finished file.
Every document, named and organised, plus a summary of their answers. Download it as a ZIP, PDF and CSV.
Built around how broking actually works.
A form that adapts.
PAYG and ABN income at the same time, a trust or SMSF in the structure, five liabilities of different types. The form follows the client, not a template.
A document list that builds itself.
Declare three liabilities and get three statement slots. Say you have no licence and it asks for a passport instead. Nobody uploads a document they don't need.
Every applicant gets their own link.
Co-applicants and guarantors fill in their own section on their own phone, private from each other. You see the merged file.
Reminders that run themselves.
Polite, automatic, and they name exactly what's still outstanding. Escalates from email to SMS when a client goes quiet.
Know where everything stands.
One clean list of clients with status and completion percentage. Not a CRM. Nothing to migrate, nothing to learn.
"How do I get this?" answered.
Step-by-step guidance for a Notice of Assessment, a BAS, payslips, bank statements. Fewer questions landing back on you.
Your clients' documents, handled properly.
We hold identity documents, payslips and bank statements. We have built Readyfile around that responsibility, not around it being convenient for us.
Hosted in Australia.
All data stored in Australian data centres. Nothing leaves the country.
Encrypted in transit and at rest.
Documents are encrypted the moment they arrive and stay that way.
Private links that expire.
Each participant gets a unique, expiring link that only opens their own section. Revoke it any time.
Every action logged.
Who uploaded what, when, and when you downloaded it. A full audit trail, because you may need to show one.
Retention you control.
Keep files for as long as your obligations require, and set abandoned applications to purge automatically.
Malware scanned on upload.
Every file is checked before it reaches you.
Built for the Australian Privacy Principles. If a client asks where their documents are, you have an answer.
Simple pricing. No lock-in.
Prices in AUD, excluding GST. A collection is one client, from link sent to file downloaded.
Pay as you go
No monthly fee. Pay only when you use it. Ideal if you write a handful of loans a month.
Includes: all templates, email and SMS delivery, automatic reminders, full document package.
Start freeSolo
10 collections included, then $9 each. For the individual broker.
Includes: everything in Pay as you go, plus saved templates, priority support.
Book a demoOffice
50 collections included, then $6 each. For small offices.
Includes: everything in Solo, plus multiple users, shared balance, team visibility.
Book a demoNeed it under your own brand? White-label with your logo, your name and your own subdomain is available at $500 per month. Talk to us
Questions brokers ask.
Does my client need to install anything?+
No. They tap the link and it opens in their browser. No app, no account, no password.
What if my client doesn't respond?+
Readyfile sends automatic reminders naming exactly what's outstanding, and escalates from email to SMS. You can also nudge manually or resend the link any time.
Where is my data stored?+
In Australia, in Australian data centres. It does not leave the country.
How long do you keep documents?+
As long as you need. You set the retention policy per account. Applications that are never completed can be purged automatically.
Can two applicants fill in their own sections separately?+
Yes. Each participant gets their own private link, and they cannot see each other's information. You see the complete file.
Do I have to change my CRM?+
No. Readyfile does one job and does not ask you to move anything.
See it with one of your own applications.
A fifteen-minute walkthrough. We'll show you the client's side and the broker's side, and you can decide if it saves you time.
Book a demo