Software

Taco will reduce mistakes, improve productivity and increase profits.

Taco broker software

Is part of the Insight Development Group, made up of Insight Processing and Taco Software.

We're an Australian based company that specialises in Mortgage Broker Software and Australian based outsourcing for the finance broking industry.

Established in 2006, the company is well known and respected across the Mortgage Broking industry. Come and explore one of Australia's best broker software platforms to find out how to streamline and automate your practice.

Improve staff efficiency by up to 40%, substantially reducing your wage overheads at the same time.

Fully Customisable

Taco is a fully customisable Australian broker software platform. Built to be user friendly to any tech novice, Taco is fully customisable allowing you and your team to create your own workflow, templates and automation.

Knowledge

Built for our team of processors. Insight have been processing for 15 years, and built a wealth of knowledge around best practice when it comes to tracking loans.

Performance

Faster than any other Australian broking software platform. Your admin team get quick at what they do, and their software should not be a bottleneck on their productivity. Taco is powered by a Google database that is designed for infinite scalability.

Web based

Access from anywhere. Taco is designed for web and mobile, so you can even run it from your phone.

Build your own screens... Create workflows that exactly suit your business. You can customise tasks, forms, email templates and more...

Built for speed... A web based platform that won't slow you down. No more waiting for pages to load. Taco lets you work at your maximum speed, which is essential for efficient loan processing.

Document collection... Build in document collection tool for managing the presubmission and document collation process.

Manage Leads... A simple way to manage leads and referrals. Taco will incorporate lead management into your daily task list to ensure prompt followup.

More detail than you can imagine... Detailed input for different types of loans, like construction, guarantor, purchases or refinances. The screens adapt to give you the level of detail for the current type.

Schedule tasks fast. Create and complete tasks faster than ever before, or have them automatically create for you based on completion of other events.

See everything at a glance... Taco turns your loan applications into a visual representation of the loan structure and current status, making it easy for anyone on your team to come up to speed with the deal, and what's coming next.

Developer & Director

Matt has a business degree majoring in computer science, a background in the development of large scale banking systems, and a passion for refining processes for small business.

Matt has spent years developing high level software as the head developer for some of the worlds largest investment banks overseas having lived in England for 2 years.

After moving back home to Australia Matt continued to work for international companies and was actively involved in the development, processes and solutions for Bankers Trust, ABN Amro and Macquarie Bank.

Mortgage Choice Pty Ltd, an Australia listed company purchased Prime, a web based broker software solution platform back in 2012.

Matt has a unique mix of 20 years software development and 10 years mortgage broking experience which have resulted in the creation of software for the business that is perfectly suited to facilitating the exact workflow required to provide the highest levels of service to your clients.

Since introducing Taco to our business it has had a huge impact on our productivity, error rate, approval turn around times and stress levels. We cannot thank Matt and team enough for their support and guidance. To have access to the developer directly, who understands the industry and process means that you get a customised program that becomes an integral part of the business. We have also loved the ease of making changes ourselves with your drag and drop feature.Absolutely genius! Thanks again, Chris

Chris (Sunshine Coast - Mortgage Broker)

When we first came on board with Taco I was worried about the customisation part of the process, not being overly technically savvy. Matt was a tremendous help, very hands on and before I knew it was confidently building my processes. I will say though, the best practice processes that Taco already have in place are incredible, there was stuff in there I didn't know I needed and now I can't imagine how I did it without those processes previously. The customisation has been great though for my business considering I have two offices in two different states, it's had a huge impact on our business and I estimate our total wage cost has reduced by 30% due to the automation in the software, reporting and recording. I'm a customer for life!

Amanda and Brad (Northern NSW and Southern QLD Mortgage Broker)

Taco Single User Subscription

A$110.00 A$88.00

Streamline your business and improve your customer service.

Basic Features:

CRM

Loan tracking

Best practice loan tracking templates

Best practice templates for client, lender, real estate and solicitor automated communication

Automated loan processing workflow

Detailed construction tracking

Valuation specific workflows

Pricing workflows

Reporting features:

Monthly Submissions

Monthly Approvals

Monthly Settlements

Active Loans

Lead Overview

Valuation Tracking

Resources:

Full access to training videos

Continuous improvements to workflow and templates

More Information

Additional User Subscription

A$110.00 A$44.00

If you are a multi-operator with more than one user your subsequent users are discounted to $40 + GST each.

Example:

User 1 $80 + GST

User 2 $40 + GST

User 3 $40 + GST