Pocket Leadz vs BrokerEngine for Mortgage Broker Leads

If your problem is the deal, from fact find to lodgement to settlement, BrokerEngine is the better tool and Pocket Leadz does not try to replace it. If your problem is the lead, getting back to every Facebook, website and referral enquiry within seconds, chasing the ones who go quiet and getting them booked in, Pocket Leadz was built for exactly that, by a working broker who used BrokerEngine in his own business and wanted better lead handling than it gave him. Plenty of brokers will be best served by both.

By Ross McFarlane, a working mortgage broker and the founder of Pocket Leadz. Published 30 October 2026.

Pocket Leadz publishes this page, so read it knowing that. We have tried to be fair: every statement about BrokerEngine links to the page we found it on, and the places where BrokerEngine is the better choice are set out as plainly as the places where we are. Prices and features last checked 30 October 2026. See how comparisons are researched and the Pocket Leadz facts page.

Who each one is for

BrokerEngine

Australian broking firms that want one system for the whole deal: Broker Wizard to package applications, the FinanceVault portal to collect documents, loan scenarios and strategy reports, Best Interests Duty tools, deal checklists, loan maintenance workflows, and links to aggregator platforms, including direct ApplyOnline lodgement for AFG brokers on BrokerEngine Plus. It launched in 2015 and says it serves more than 3,000 mortgage professionals.

Pocket Leadz

Brokers whose leads come from their own Facebook and Instagram ads, a website form, a link in bio page or referrers, and who lose some of them in the gap between the enquiry and the first conversation. Pocket Leadz answers each one by text and email within seconds, rings the broker's phone, books them in and keeps following up until they reply. It has no fact find, document portal, lodgement, BID notes or loan maintenance, and is not trying to.

Why this comparison exists

Pocket Leadz was built by a working mortgage broker for his own business. He ran BrokerEngine, and what he wanted more of was on the lead side: the minutes after a Facebook enquiry lands, the broker who is in an appointment when it does, and the enquiry from last month who never booked. Pocket Leadz is what he built for that.

So this page is not neutral about lead handling, and it says so. It is just as clear about where BrokerEngine is the better tool, because on everything after the client says yes, it does far more.

How each one handles a new enquiry

In BrokerEngine

BrokerEngine keeps leads on their own board, separate from active deals. Enquiries from your website or referrers come straight in, automated sequences keep them warm, an email or text can go out automatically if someone does not book in, and leads can be shared with the team. Workflows start when a card moves into a stage with a published workflow, and BrokerEngine comes with default workflows you can customise. Texts send through a touchSMS account you connect and load with credits; BrokerEngine notes that new integrations may need to be enabled for your group. For Facebook lead ads, the route we found is Zapier templates that create a BrokerEngine card for each new lead.

In Pocket Leadz

You connect your Facebook Page directly, with no Zapier. Each lead form's name becomes the lead's tag and picks its flow, so a Self Employed form gets the self-employed messages and a First Home Buyer form gets theirs. If a name does not match, you get a notification and choose the flow yourself.

The first text and email go out within seconds of the lead landing, inside the hours you set and in the lead's own time zone, and the owner's phone gets a push. The flow carries on with texts, emails and call tasks, and stops by itself when the lead replies, books a time or is moved to the column you mark as the end of the chase. Australian texts can go through Mobile Message, which handles the Australian sender registration, or through Twilio.

Both can send something automatically. The differences are in what surrounds it: the direct Facebook connection, the flow chosen by the form, the phone alert, the booking page, and what happens when someone enquires twice.

Routing, ownership and repeat enquiries

On the Team plan, Pocket Leadz rotates new leads between brokers. A new enquiry from a phone number or email already on the board is folded into the existing card and stays with the broker who owns it. If that broker is already talking to the person, or they are an existing client, nothing automatic is sent and the broker gets an alert instead. Assistant logins can work every lead and are never handed one of their own.

BrokerEngine's strength here is the deal team: custom team roles such as credit analyst, loan processor and settlement officer, with tasks allocated to them automatically, and permissions over who sees and edits what. We did not find lead rotation between brokers described on the pages we read, so ask in a demo if you need it.

Getting them booked in

Pocket Leadz has a booking page with booking types, each with its own length, questions and hours, synced both ways with Google or Outlook so outside appointments block your times. A booking from someone already on the board goes to the broker who owns them, and reminders go out by text and email.

BrokerEngine's SMS page shows booking confirmation and reminder texts sent from workflows. Its feature list does not describe a public booking page, and its own knowledge base covers connecting Calendly through Zapier, so if you use a separate scheduler today, that is likely to stay the same.

Where client data is held

BrokerEngine lists Australia-based hosting. Pocket Leadz stores its data with Supabase in a United States region. If your licensee or your privacy policy requires client information to stay in Australia, check with them before you put leads into Pocket Leadz.

Side by side

BrokerEngine's column is taken from the sources at the foot of this page. Where we could not confirm something on BrokerEngine's own pages, the cell says so rather than guessing.

Main job

Pocket Leadz: Lead capture, follow up, routing and booking

BrokerEngine: The whole deal, from lead management to after settlement [1]

Price

Pocket Leadz: US$79 a month Solo; US$249 a month Team with five seats

BrokerEngine: $163.90 inc GST per broker a month and $108.90 per support user; lodgement-enabled version $220 and $143 [2]

Setup fee

Pocket Leadz: None; yearly plans include a 20 minute set-up call with the founder

BrokerEngine: Kickstart program, $1,000 + GST per broker group [2]

Free trial

Pocket Leadz: 14 days, card taken at sign up

BrokerEngine: No free trial (stated in its FAQ); free demo on request [1]

Facebook lead ads

Pocket Leadz: Direct connection; the form's name sets the tag and flow

BrokerEngine: Through Zapier [5]

Leads kept apart from deals

Pocket Leadz: Yes, leads board and deals board

BrokerEngine: Yes, a separate leads board [3]

Automatic first message

Pocket Leadz: Text and email within seconds of arrival; late-night texts held until morning

BrokerEngine: Workflows send email or SMS when a card enters a stage [4]

Text costs

Pocket Leadz: Your own Mobile Message or Twilio account, at their rates

BrokerEngine: Your own touchSMS account; BrokerEngine says from 5c inc GST a message [6]

Lead rotation between brokers

Pocket Leadz: Yes, on Team

BrokerEngine: Not described on the pages we read; team roles allocate tasks [7]

Phone alert for a new lead

Pocket Leadz: Yes, push to the owner's phone

BrokerEngine: No native phone app; its FAQ says it runs in a browser on any device [1]

Public booking page

Pocket Leadz: Yes, synced with Google or Outlook

BrokerEngine: Not described in the feature list [7]

Email from your own address

Pocket Leadz: Each broker's Gmail or Outlook, or your own domain

BrokerEngine: Email Outbox from your own domain (Office 365 or Google Workspace) [7]

Fact find, documents, lodgement, BID

Pocket Leadz: No

BrokerEngine: Yes: Broker Wizard, FinanceVault, BID tools; direct ApplyOnline lodgement for AFG brokers on BrokerEngine Plus [9]

Hosting

Pocket Leadz: United States

BrokerEngine: Australia [7]

	Pocket Leadz	BrokerEngine
Main job	Lead capture, follow up, routing and booking	The whole deal, from lead management to after settlement [1]
Price	US$79 a month Solo; US$249 a month Team with five seats	$163.90 inc GST per broker a month and $108.90 per support user; lodgement-enabled version $220 and $143 [2]
Setup fee	None; yearly plans include a 20 minute set-up call with the founder	Kickstart program, $1,000 + GST per broker group [2]
Free trial	14 days, card taken at sign up	No free trial (stated in its FAQ); free demo on request [1]
Facebook lead ads	Direct connection; the form's name sets the tag and flow	Through Zapier [5]
Leads kept apart from deals	Yes, leads board and deals board	Yes, a separate leads board [3]
Automatic first message	Text and email within seconds of arrival; late-night texts held until morning	Workflows send email or SMS when a card enters a stage [4]
Text costs	Your own Mobile Message or Twilio account, at their rates	Your own touchSMS account; BrokerEngine says from 5c inc GST a message [6]
Lead rotation between brokers	Yes, on Team	Not described on the pages we read; team roles allocate tasks [7]
Phone alert for a new lead	Yes, push to the owner's phone	No native phone app; its FAQ says it runs in a browser on any device [1]
Public booking page	Yes, synced with Google or Outlook	Not described in the feature list [7]
Email from your own address	Each broker's Gmail or Outlook, or your own domain	Email Outbox from your own domain (Office 365 or Google Workspace) [7]
Fact find, documents, lodgement, BID	No	Yes: Broker Wizard, FinanceVault, BID tools; direct ApplyOnline lodgement for AFG brokers on BrokerEngine Plus [9]
Hosting	United States	Australia [7]

Where BrokerEngine is the better choice

You need the deal side: fact find, document collection, product scenarios, strategy reports, BID notes and lodgement.
You are an AFG broker who wants direct ApplyOnline lodgement through BrokerEngine Plus.
Your licensee or privacy policy needs client data held in Australia.
You want proactive loan reviews, maintenance workflows and client segmentation by lender, rate and settlement date.
You run a support team of credit analysts, processors and settlement officers who need tasks allocated by role.

Where Pocket Leadz is the better choice

Facebook and Instagram ads are a big source of your leads, and you want them in without Zapier.
You want follow up by text and email that starts the moment a lead lands and picks its messages by the form they filled in.
You have a few brokers and want leads rotated between them, with repeat enquiries going back to the broker who already knows the client.
You want a booking page synced with Google or Outlook and a phone alert for every new lead.
You only need lead management, and a full broker operating system per broker is more software than that one job needs.

Using both

For a growing brokerage this is the set-up we would suggest: Pocket Leadz takes the enquiry, answers it, chases it and books the first appointment, and the deal moves into BrokerEngine for the fact find, documents and lodgement. One limit to know: today Pocket Leadz sends a lead out through its Zapier or Make connection when the lead arrives, not when they are ready to proceed. So either let every lead land in both, with BrokerEngine's lead workflows switched off so nobody gets two welcome texts, or add the client to BrokerEngine by hand at the fact find. BrokerEngine's Zapier app can create cards. We have not run that exact connection end to end, so test it with a dummy lead first.

What it costs

BrokerEngine prices are from its pricing page on 30 October 2026, in Australian dollars including GST, paid monthly. Both are cheaper paid yearly. Pocket Leadz prices are in US dollars, as shown at checkout.

Pocket Leadz Solo: US$79 a month. One broker plus one assistant login.
Pocket Leadz Team: US$249 a month. Five full seats, extra full seats US$39 a month, assistant seats US$19 a month, round robin, up to 5 businesses from one login.
BrokerEngine (all aggregators): $163.90 per broker a month, $108.90 per support user ($136.58 and $90.75 a month paid yearly).
BrokerEngine Plus, lodgement-enabled for AFG: $220 per broker a month, $143 per support user ($184 and $120 paid yearly). This is a bundled Suite360 fee that also covers AFG's Flex platform.
BrokerEngine Kickstart onboarding: $1,000 + GST per broker group.

These are not like-for-like. BrokerEngine's price covers the whole deal; Pocket Leadz covers the lead. If you would keep BrokerEngine for the deal side anyway, the useful question is whether Pocket Leadz on top is worth it for the leads it saves, not which one is cheaper. On both sides, texts are paid to the SMS provider you connect.

Common questions

Can Pocket Leadz replace BrokerEngine?

For lead management, yes: that is what it was built to do better. For anything after the client decides to proceed, no. There is no fact find, document portal, loan scenarios, BID notes, lodgement or loan maintenance in Pocket Leadz.

Does Pocket Leadz work with my aggregator?

There is no aggregator connection. Pocket Leadz sits before the aggregator platform, at the enquiry. BrokerEngine says it works alongside any Australian aggregator, with dedicated pages for AFG, Connective, Finsure and LMG.

Is automated texting and calling allowed in Australia?

Both products help, neither decides it for you. Commercial texts and emails need consent and a way to unsubscribe under the Spam Act, and calls are covered by the Do Not Call Register rules. Pocket Leadz honours STOP replies for good, only texts inside the hours you set in the lead's own time, and limits its optional automatic callback to weekdays until 8pm and Saturdays until 5pm, never a Sunday, in the lead's time. Check your own consent wording with your licensee.

Who built Pocket Leadz?

Ross McFarlane, a working mortgage broker, for his own business first. More on the about page.

Sources

Each was opened and read on the date shown. Third-party sources are marked.

BrokerEngine FAQ, checked 30 October 2026
BrokerEngine pricing, checked 30 October 2026
BrokerEngine for Connective brokers (lead management), checked 30 October 2026
BrokerEngine help: what are workflows, checked 30 October 2026
Zapier: BrokerEngine and Facebook Lead Ads (third party), checked 30 October 2026
BrokerEngine: SMS for mortgage brokers, checked 30 October 2026
BrokerEngine features, checked 30 October 2026
BrokerEngine about, checked 30 October 2026
BrokerEngine: AFG sign-up, BrokerEngine Plus and ApplyOnline, checked 30 October 2026
BrokerEngine knowledge base: Zapier and Calendly, checked 30 October 2026

BrokerEngine is a trademark of its owner. Pocket Leadz is not affiliated with, endorsed by or sponsored by BrokerEngine. If anything here is wrong or out of date, tell us at support@pocketleadz.com and it will be corrected and re-dated. Nothing on this page is legal advice; texting, calling and emailing leads carries rules that depend on where you and they are, and on the consent you hold.

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See it with your own leads

The fairest test is the one on this page: connect a lead source, send yourself a test enquiry, and watch what happens in the first minute. Pocket Leadz has a 14 day free trial. A card is taken at sign up and nothing is charged until day 15, and you can cancel from Settings before then.

Start your free trial

Texts send through your own Twilio or Mobile Message account at their rates, and email through your own Gmail, Outlook or Resend account. Prices are in US dollars.