Power Your Business
A Complete Brokering Tech Stack.
Navigate 2.0 has landed, Compass has strategically invested into the growth of its technology capabilities and with Navigate 2.0 you now have everything to manage, grow and automate your brokerage business. Most importantly all under your own brand.
From marketing and CRM to client onboarding and partner management, we’ve got all the tools in a single platform so you can build your business with confidence.
- An all-in-one SaaS solution
- Enterprise CRM platform
- Built-in marketing, automation & AI tools
- White-labelled secure client & partner referrer portals
- Full suite of 45+ business management applications
- AI & loan matching tools
- Simple online client lead capture tools
- Track deals in real-time
Included in your aggregation and Navigate 2.0 licensing are our
The Benefits of Navigate?
Power Your Brokerage Business with the Complete Lending tech stack
You own your data and your clients – download or delete at any time, with full transparency
Fully integrated website tools and open APIs – connect effortlessly to your digital ecosystem
Marketing that moves the needle – pre-built EDMs, social templates, and live strategy sessions
Real support, when you need it – our expert team is here to help every step of the way
Earn More, Effortlessly
All-in-One, White-Labelled Platform – CRM, marketing, comms, and workflows under one roof
Scalable & Customisable – grow your business without outgrowing your tech
Built for Referral Growth – empower partners with live deal tracking and co-branded tools
Get Started Fast – full setup in days, not months
Locally Supported – built in Australia, for Australian brokers
Tools That Work for You
Ready-to-use Marketing & EDM Templates – included with your subscription
End-to-End Lead Capture Journeys – widgets, forms, OCR, digital fact finds and e-signatures
Real-Time Client & Deal Tracking – across CRM and partner portals
Fast Implementation – go live in under 48 hours with full onboarding support
What’s Included
Completely White-Labelled Platform
Run everything under your own brand – from client portals to emails, web chat, and dashboards.
Full Enterprise CRM
Track deals, manage pipelines, set workflows, and automate tasks in one powerful dashboard.
Partner & Client Portals
Offer real-time deal visibility, secure document sharing, and messaging with your customers and referral network.
Digital Fact Finds + OCR Integration
Smart, pre-filled forms with built-in optical character recognition for faster, cleaner data capture.
Appointment Scheduling
Sync calendars, send reminders, and let clients book time with you directly online.
AI Assistant
Automate workflows, suggest next steps, respond to FAQs, and prioritise leads using built-in AI.
EDM Campaigns & Templates
Create beautiful email campaigns and newsletters with drag-and-drop ease.
Social Media Marketing & Management
Plan, schedule, and post across all channels with access to ready-to-use templates.
Phone, SMS & Email Integrations
All your client communications – unified and synced to your CRM in real time.
Built-in E-Signatures
Secure, compliant e-signing of documents – no extra software required.
Website Tools & Online Lead Capture
Engage visitors with custom landing pages, embedded forms, and real-time web chat.
Our vision is to build a cooperative environment where the industry leading brokers have a say.
Award Winning
