A custom platform for a lending business tackles one specific leak: every broking group has the part of its operation that no product fits, run on a spreadsheet and a lot of goodwill: a specific referral-partner portal, a commission split and reconciliation process across an aggregator group, a client review and refinance-recall workflow. It works until it does not, and it quietly caps how many brokers or deals you can run without it breaking. Bamco builds it around the tools you already run, so it fits your operation rather than forcing you to change how you work.
Information current as at 4 July 2026
Every broking group has the part of its operation that no product fits, run on a spreadsheet and a lot of goodwill: a specific referral-partner portal, a commission split and reconciliation process across an aggregator group, a client review and refinance-recall workflow. It works until it does not, and it quietly caps how many brokers or deals you can run without it breaking.
This is not a generic problem with a generic tool bolted on. It is a specific leak in a lending business, and the system is built to close it. You can see the full picture of where a lending business leaks margin on the lending industry page.
A platform built to the exact process the off-the-shelf tools do not cover. We start with the workflow you currently hold together by hand, a referral-partner portal, a group commission-split and reconciliation engine, a refinance-recall process that flags clients due for review, and build a system around it that connects to Connective Mercury, Xero and the rest of your stack. You own it, it fits how you actually broke, and it scales past the point where the spreadsheet would have broken.
Bring us the idea you already have, or book an audit and we map where the money is leaking. Either way, you deal directly with the senior team that designs and builds it.
Week one. Early on, the messy manual process gets replaced by a system designed for it, so the workarounds and the spreadsheet that only one person understands stop being a single point of failure.
Month three. By month three the platform is carrying load the spreadsheet never could, connected to the tools you already run, and the thing that used to cap your growth is now a system that scales with the group.
Engagements typically start around $50k and are scoped after a systems audit, priced as a fraction of what a legacy build of the same capability would have quoted. You get a fixed-scope proposal with a real number before anything is built, and you own what we build. The point is not the price. It is that a well-built custom platform for a lending business is meant to pay for itself in multiples, by plugging a leak that is costing you every week it stays open.
Whether you can name exactly what you want built, or you just know something is leaking, the next step is the same conversation.