Transform the way Buyers Agents, Real Estate Agents, Brokers, and Builders work. WealthGoal is more than a CRM. It’s a complete ecosystem where property, finance, and client management come together powered by AI.
Manage the full client journey: qualification, property sourcing, builder access, and finance integration.
Showcase projects directly inside the ecosystem where agents and brokers are already connected.
WealthGoal centralises every stage of the property journey, from qualification to finance to delivery, inside a single professional ecosystem.
• Buyer’s agent capabilities to qualify clients, source properties, negotiate and manage contracts.
• Broker network with access to 120+ banks, enabling instant loan comparison and finance structuring.
• Direct access to Australia’s leading builders, unlocking exclusive projects and premium stock.
• Fully integrated communication suite including email, SMS, WhatsApp, calls, reminders and transcripts.
KYC, goals, serviceability and risk profile captured in minutes.
Compare 120+ lenders, model scenarios, and export compliant proposals.
Builder connection rules, shortlist by 44‑point criteria, automated follow‑ups.
Start fast with ready‑made workflows inspired by top performers.
Manage property, finance, and client workflows in one connected ecosystem. Faster decisions, fewer errors, complete visibility.
Spot inefficiencies instantly, optimise tax and debt, and project financial capacity with clear, data driven intelligence.
Work seamlessly with verified agents, brokers, and builders in a secure environment that keeps every step transparent.
Automate key processes, reduce time to close, and increase revenue without increasing workload.
WealthGoal is where property professionals connect, grow, and close smarter.