Built for mortgage & financial advisors
Your one-stop shop mortgage platform
We have made the mortgage assessment process simple and accurate for advisors and consumers.
Everything you need, in one platform
From client meetings to lender-ready documents, AffordX brings your entire mortgage workflow together in one place.
Income & Expense Analysis
Fast, accurate servicing insights from real transaction data.
Document Writer
Generate compliant advice documents in minutes.
PDF Form Filler
Pre-fill lender forms with one click.
Soft Credit Check
Understand credit position early without impacting scores.
Property Valuation
Instant property insights, built into your workflow.
What do you really need as an advisor?
Trust
Make cold conversations warm
AffordX empowers you to share data-driven insights with your clients, transforming cold, uncertain conversations into warm, informed ones. This allows you to establish credibility and build stronger client relationships from the very beginning.
Volume
Improve conversion rate
Now that you've earned your client's trust — with intuitive workflows and guided explanations, clients feel more confident throughout the process, leading to deeper engagement, less friction, and higher conversion rates for you.
Automation
Shorten submission time
AffordX takes the hassle out of paperwork by automating income and expense analysis, saving you time and reducing errors. Our smart tools also generate clear, structured diary notes from client interactions so you can stay focused on advice, not admin.
Helping people get a mortgage is hard. AffordX makes it easier.
Superb consumer experience
Delivering a great customer experience is essential for your success as a mortgage broker. That's why our platform is built with both you and your clients in mind, ensuring every interaction is seamless, efficient, and stress-free. From intuitive user interfaces to real-time support, we're here to help you create lasting relationships with your clients.
Simplified advisor workflow
AffordX helps you deliver fast and precise assessments to your clients, making the mortgage process smoother for everyone involved. Our platform is designed to help advisors like you work more efficiently, with data-driven insights that improve client confidence and decision-making.
Private AI
AI features? Yes, you're in safe hands.
We use secured, privately hosted AI models to automate your workflow.
Tired of writing diary notes when you already know what needs to be written? Let AffordX do the heavy lifting.
All the tools you need, in one place
Tired of juggling multiple platforms to complete affordability assessments? From credit checks to property reports, AffordX brings all the essential services you need into one seamless platform. Say goodbye to switching between systems and hello to efficiency.
Build a trusted relationship with your client
AffordX helps you build trust with your clients by offering transparency, accuracy, and secure data handling. Our platform provides clear, data-driven affordability assessments that your clients can rely on, ensuring you become their go-to advisor — fostering relationships based on confidence and long-term loyalty.
Built for brokers, by brokers. Designed to be loved.
Platform & data security in our DNA
From encrypted data handling to secure banking integrations, every element of our platform is designed with your clients' protection in mind. You can rely on us to safeguard the information that matters most.
4 easy steps
Complete an affordability assessment
Connect
Effortlessly connect with your customers and access their bank transactions, credit report and property of interest.
Categorise
AffordX automatically calculates income and expenses, categorising them into your preferred spending categories.
Check
Use the built-in tools to review and revise expenses with your customers. All changes are tracked and logged for complete transparency.
Complete
In less than 10 minutes, you and your customer can complete the affordability assessment together.
Interested in our offering?
Reach out today — tell us about your practice and we'll show you AffordX in action.