Your BrokeragePracticeAdvice FirmAgencyBusiness
One Operating System.
Stop running your business across a dozen tools that don't talk. Your pipeline, client portal, compliance, and reporting — finally in one place, with your clients' data kept in Australia.
For mortgage, insurance, and asset finance brokers and financial planners who've outgrown spreadsheets and patched-together SaaS.
Live now · Your data hosted in Australia · No credit card to explore.
See your whole book in one place.
Every client and deal on one board, from first contact to close — no spreadsheets, nothing slipping through the cracks.
Software that speaks your language.
Not another generic CRM built to sell software. ZiplineOS is shaped around how financial services businesses actually work — applications and settlements, renewals and claims, fact-finds and reviews. Choose your world.
The five modules you'll live in.
Start with the ones that run your day — pipeline, clients, portal, marketing, and compliance. Nine more sit underneath, connected and ready when you need them.
Input
Your pipeline from first enquiry to settlement — every deal, stage, and task on one board.
- Kanban boards for deals and tasks with drag-and-drop stages
- Visual workflow builder with conditional branching and triggers
CRM
Every client, company, and conversation in one place — no more hunting across inboxes and spreadsheets.
- Unified activity timeline — emails, notes, and deal updates in one stream
- ABN Lookup integration for instant company verification
Collect
A branded client portal your clients actually use — requests, approvals, and secure documents without the email chase.
- Magic link access — no passwords for your clients
- White-labelled portal with real-time status visibility
Broadcast
Stay in front of your book — campaigns, renewals, and automated journeys that keep clients coming back.
- Visual journey builder for multi-step automated campaigns
- Contact lists, segments, and preference centre management
Compliance
Evidence your obligations as you work — configurable rules and a real-time flag inbox, not a year-end scramble.
- Rule library with reusable templates and severity levels
- Flag inbox to triage, acknowledge, and resolve issues with email digests
Why teams switch to ZiplineOS.
The advantages that only show up when your pipeline, clients, and compliance live in the same place — not bolted together after the fact.
Everything shares one record
Update a client once and it's right across your pipeline, portal, and reporting — no re-keying, no exports, no overnight syncs, no middleware bill.
Compliance, evidenced as you work
Rules run in the background and flag issues in real time, so your obligations are documented as they happen — not reconstructed the week before an audit.
Enterprise controls, without the invoice
Role-based access, SSO, and full audit logging built in from day one — the security larger firms expect, not locked behind an enterprise tier.
Shaped to your process, not a template
Map your exact workflow — stages, triggers, approvals — with no code. The tool fits how your team already works, instead of the other way around.
Live in days, not quarters
Switch on the modules you need and bring your book across — most teams are up and running within a week, not stuck in a six-month rollout.
Your clients' data stays in Australia
Hosted on Google Cloud in Sydney and built for the Privacy Act 1988 — no offshore storage, no data-sovereignty headaches.
One operating system. Built to grow with you.
ZiplineOS is a complete platform on day one — and an ecosystem you can keep building on. Start with the modules every business needs, then shape it around yours.
Start lean, add as you grow
Switch on the modules you need today, then keep building. New modules, new capabilities, new connections — ZiplineOS is designed to grow with your business, so you never outgrow it.
Need something unique? Build it with us
When an off-the-shelf module can't capture how your business really works, partner with us to build custom software for your exact needs — plugged straight into the same connected ecosystem. Software as the solution to your everyday business problems, not just another subscription.
Explore custom software with Code NexasBuilt for financial services, shaped to how you work. Proudly built in Australia, for Australian brokers and advisers.
Run your brokerage on one platform.
ZiplineOS is live. Create your account and start replacing the disconnected tools holding your business together — today.
From $129/month · no credit card to start
Questions about a larger rollout? Talk to our team.