Windows Desktop Application
Download MBMS
The Mortgage Broker Management System desktop app for Australian
finance professionals. Secure, fast, and built for your workflow.
Current Version
v1.8.2 — October 2026
Download MBMS
MBMS-Setup.exe
~110 MB
Self-contained
Auto-updates
Getting started
1
Download & run — if Windows shows a security
warning, click More info → Run anyway . This
appears for new apps that aren't yet code-signed. After this
first install, MBMS checks for updates on launch and offers to
install them automatically — no need to come back here for
future releases.
2
Sign in your way — Microsoft, Google, or an
emailed code. Use the email address your administrator invited
you with; your organisation must be set up first.
System Requirements
🖥️
Operating System Windows 10 (1809+) or Windows 11
⚡
Runtime Self-contained — no separate .NET install needed
💾
Disk Space ~400 MB free space
🌐
Internet Required for all features
What's New in v1.8.2
Pipeline and documents
Approved onboardings start as New and move to In Progress when documents are requested
Lead shown in the same colour across the Pipeline, Dashboard and Reports
Medicare Card added to document requests; payslips upload one file each
Offer to email the client with the reason when a document needs to be provided again
Emails and branding
New email signature with Mobile, Email and Web lines; set your mobile in Settings > Users
Your own mailbox can only be used by you; shared mailboxes are labelled Shared
Full copies of lender submission and invoice emails saved to the client's communications
Uploaded logos are trimmed and shown in place of the organisation name; navy and gold used throughout
Everyday improvements
Invoice fields such as broker split save automatically
Clearer summary PDFs: owner names, credit card available balance and tidier loan details
Plain-English wording in the audit log, history and communications
Brokers can edit their own and their Processors' job titles
What's New in v1.8.1
Leads and pipeline
New pipeline flow: Lead (client invited), New (onboarding completed, awaiting review), then In Progress once approved
Invite Client replaces New Lead on the Dashboard and Pipeline
Leads section in Reports: invites sent, completed, converted to applications and time to apply
Brokers and Managers are notified when a client completes onboarding
Clients and emails
Redesigned client emails with your branding and clear buttons such as "Complete your details" and "Upload documents"
Available balance for credit card liabilities
Address suggestions for employer addresses
Onboarding review hidden from Processors
What's New in v1.8.0
Redesigned workspace
New Dashboard with today's work, the next 14 days, pipeline value and alerts for passed settlement dates and finance deadlines
Rebuilt Reports page: settled volume, pipeline funnel, lender and broker performance, commission and team workload by period
Redesigned Applications, Clients and My Work pages, with quick views such as Needs attention, With lender and Settling soon
Clearer Application and Client windows, consistent tabs throughout and dates shown as "18 Oct 2026"
Compliance
Optional best interests record per application: client objectives and priorities, options compared, recommendation and reasons, disclosure
Drafts can be finalised and locked; amendments are kept as new versions with the history preserved
Quicker everyday tasks
Australian address suggestions when entering client and property addresses
Change a settlement date, finance deadline or fixed rate expiry from a small pop-up instead of the full Edit window
Application status always visible, including on settled and closed applications
Speed and reliability
Faster loading through caching and compressed responses
Fixed an issue where quick status or priority changes could clear vehicle, property, service fee or commission details
What's New in v1.7.0
Connected mailboxes
Send and auto-log email from Titan, GoDaddy, Gmail, and now Microsoft 365 / Outlook.com — sign in with Microsoft, no password typed into MBMS
Replies detected automatically and matched to the right client and application
"Check Now" to check a mailbox immediately instead of waiting for the next scheduled check
Dashboard alert when a connected mailbox needs reconnecting
Nicer, more professional emails
Redesigned HTML emails with your organisation's logo, brand colour, and a proper signature block (name, job title, contact details)
Reusable email templates with an org-wide default per flow (document requests, onboarding invites, status updates, and more)
Onboarding & documents
Address history collection on the client onboarding form, with live Australian ABN/ACN formatting
Signature audit-trail certificate (opened/signed timestamps and IP) on signed privacy agreements
Application and onboarding PDF summaries now separate current vs. previous addresses in proper postal format
Other improvements
Cleaner Settings → Team Members row actions, and a fixed overflow-menu bug
Applications page right-click menu (open, email, add reminder, copy reference)
Faster, more reliable mailbox sending
What's New in v1.6.0
Faster, more reliable loading
Dashboard now loads all of its data at once instead of one piece at a time — noticeably faster on every refresh
Quick Search (Ctrl+K) results no longer intermittently vanish under load
Refreshed look
New navy & gold visual identity across the website and desktop app
Fixed several grey-corner and stretched-panel display glitches on Dashboard, Reports and Quick Search
Other improvements
Desktop sign-in fixes for freshly installed copies
Low-contrast toast notification icon replaced with a clearer vector icon