Stash for Mortgage Brokers

Turn your loan book into your next opportunity

Monitor the properties behind your trail book, track values and potential equity, and find natural reasons to reconnect with your clients.

Built by the team behind Pricefinder · 13M+ Australian properties

Loan book monitorComing soon

Your trail shouldn’t just sit in your CRM

Upload your loan book or connect your CRM. Stash matches client addresses to properties and turns your trail book into property intelligence you can monitor.

  • Upload a CSV or connect your CRM
  • Every client address matched to the right property
  • Values, potential equity and market activity tracked over time
  • Alerts when something worth a conversation happens
Stash loan book monitor with property snapshot, share update with owner card and suburb growth map
Integration
Stash+SalesTrekker

Connect Stash with your CRM

Add property intelligence to your CRM workflow, starting with SalesTrekker, without another database to manage. See property values, potential equity and reasons to reconnect, right where you already work.

Keep your broker workflow. Add live property intelligence.

Keep your existing workflow

Keep managing clients and loans in SalesTrekker. Nothing to migrate.

Enrich client properties

Link property records to estimates, sales history and market activity.

Monitor your loan book

Track client properties and flag the changes that matter.

Find reasons to reconnect

Use property and market events to guide timely follow-ups.

From loan book to opportunity

Turn property changes into client conversations

Connect your loan book and let property intelligence show you which clients and properties are worth a call.

Step 1

Connect your loan book

Upload a CSV or connect your existing CRM or broker workflow.

Step 2

Stash matches the properties

Client addresses become structured, monitorable property records.

Step 3

Monitor property intelligence

Track estimates, sales, market activity and property events.

Step 4

Identify opportunities

Surface the clients and properties worth reconnecting with.

Step 5

Start the conversation

Create a task, campaign, report or follow-up in your workflow.

Client opportunitiesComing soon

Never miss a reason to reconnect

Property and market activity create natural prompts to call your existing clients. Stash flags them for you.

Alert

Equity opportunity

Estimated value growth may have created usable equity.

Alert

Property value growth

A client’s estimate has moved significantly since purchase or their last review.

Alert

Property listed

A property in your loan book has appeared on the market.

Alert

Nearby sale

A sale nearby is a natural reason to share an updated local market view.

Alert

Ownership milestones

Clients who have owned for a set period may be ready for a review.

Alert

Investor opportunities

Spot clients who may be ready for their next purchase.

Alert

Market movement

Local value and market changes across your whole book.

Alert

Comparable sales

Recent comparable sales worth sharing with your clients.

Alert

Client campaigns

Segmented campaigns and follow-up workflows, triggered by property events.

Equity opportunity

Understand the property behind every loan

Get a clearer view of the property securing each loan, with estimates, comparable sales, market trends, imagery and location data, before a review or refinance conversation.

Property estimatesCurrent estimates and how values have changed.
Comparable salesNearby transactions and recent sales evidence.
Suburb intelligencePrice growth, trends and sales activity.
Sales & market historyPrevious sales and available ownership history.
Live market update report on a phone
Live reports

Be proactive about refinance

Share live property reports with every client in your loan book. They update as the market moves, and Stash tracks who opens them, so you know who to call before they shop around.

  • Branded live reports for every client property
  • See who opened, how often and when
  • Hot, warm and reactivated signals to prioritise calls
  • Start the refinance conversation at the right moment
New business

Find your next lending opportunity

Find property owners who fit your lending strategy, or work with buyers agents through Find a BA. Filter by location, property type, value, sales history, ownership period and market activity.

Couple holding the keys to their new home

Two ways to find your next client.

Search & segment properties

Filter properties that fit your lending strategy.

Build targeted campaigns

Turn a search into a prospect list and a direct mail campaign.

Connect with buyers agents

Reach buyers agents with active buyers through Find a BA.

Build referral relationships

Meet borrowers earlier in their property journey.

Connect your workflow

Bring property intelligence into the tools you already use

Start with a CSV upload, or connect your CRM, broker platform or workflow. Stash adds the property intelligence behind the scenes.

Connect your data

One loan book. Live property intelligence.

Match client properties

Link every client address to the correct property.

Enrich your loan book

Add estimates, sales, market and location data.

Access property estimates

Keep estimates current and flag the changes.

Connect to your CRM

Use Stash alongside the CRM you already have.

Create client segments

Group clients by property, market and loan data.

Automate follow-up

Trigger tasks, campaigns and reports from property events.

Talk to our team

See how Stash could work for your brokerage

Leave your details and our team will get in touch to talk through your brokerage and workflow.

  • Built by the team behind Pricefinder
  • 20+ years in property data
  • 13M+ Australian properties

hello@stashproperty.com.au · 07 4243 4600

Your next deal is already in your loan book

Monitor every client property, spot the equity and listings that matter, and reconnect at the right time.