The Brokers Briefcase
The paperwork side of broking, handled. Tools that clear your desk so you can spend the day on the deal instead of chasing a payslip.
Australian owned. Built by First Aboard Pty Ltd.
In the case
Two tools, shipping today
Sold separately. Take one without the other, add the second when it earns its place.
For your clients
FirstAboard Onboarding
The intake your clients actually finish.
One white-labelled link. They fill in their details, upload documents and photos, connect their bank and sign, all from the phone in their hand. You get a clean summary back instead of a shoebox.
- No-code workflow builder, so the questions are yours
- Documents, photos and open banking in the one flow
- E-signatures included, no per-envelope fees
- Your branding on it, not ours
$49.99/month per broker
Take a lookFor your desk
FirstAboard PDF
The PDF app that never uploads your files.
Read, edit, sign, redact, merge and fill PDFs on Windows. It does the work on your own machine, which matters when the document in front of you is a client payslip.
- 16 tools, including redaction that truly removes the text
- Australian TFN and licence-number redaction built in
- Signing and e-sign requests included
- Works as a tool inside Claude
$4.99/month, or $49.99/year
Take a lookBeing built now
Not available yet. This is what is on the bench, so you know where it is going.
Smart Fill
Upload any form, approve the questions, send one link. The answers come back and the finished PDF fills itself.
Lender policy search
Ask a policy question in plain English and get the answer with the lender and the wording behind it, instead of nine PDFs and a guess.
Social media agent
Keeps your socials ticking over without you writing a post at 10pm. Drafts the week, you approve, it schedules.
Whatever is eating your evenings
We build the parts of broking still done by hand. Tell us what you are doing at 9pm that a computer should be doing, and it goes on the list.
Why it is one briefcase
Broker software has a habit of arriving as five logins, five invoices and five support queues. This is deliberately not that.
Built by someone who writes loans
Every tool in here started as something wasting our own time on a real deal. If it does not survive one, it does not ship.
Your clients' data stays theirs
Hosted in Sydney. The broker is the data controller, not us, and the PDF app does its work on your machine rather than our servers.
Priced like software, not like a lender
Flat monthly pricing. No per-envelope signing fees, no per-client charges, no seat minimums, no lock-in contract.
Pick up the briefcase
Start with onboarding or start with the PDF app. You do not need both on day one.
Questions? Email support@firstaboard.com.