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Getting Started

This guide walks you through creating your ListHouze Mortgage Manager account, completing onboarding, and getting verified so you can start receiving leads.

Creating Your Account​

  1. Navigate to listhouze.com/signup/mortgage-manager
  2. Enter your email address and create a password
  3. Click Sign Up
  4. Check your inbox for a verification email and click the confirmation link

Your account is now created. You'll be prompted to select your role - choose Mortgage Manager.

Country Selection​

During signup, you'll be asked to select your operating country:

  • Australia - Enables AU-specific features like state-based stamp duty, LMI calculations, and ABN verification
  • New Zealand - Enables NZ-specific features like Low Equity Premium (LEP) calculations and NZBN verification

Your country selection determines your directory placement and the public URL prefix for your profile.

Onboarding Flow​

After selecting Mortgage Manager as your role, you'll complete a short onboarding form:

Display Name​

Your professional name as it will appear on your public profile and in the broker directory. This is pre-populated from your account name if available.

Email​

Your professional contact email for receiving lead notifications and client enquiries.

Specialties​

Select the areas you specialise in. You can choose from:

  • First Home Buyers
  • Property Investors
  • Refinancing
  • Commercial Loans
  • Construction Loans
  • Self-Employed
  • Low Doc Loans
  • SMSF Lending

Specialties are optional during onboarding - you can add or change them later from your profile.

Once you submit the onboarding form, your broker profile is created and you're taken to your dashboard.

Verification Workflow​

Your profile goes through three verification stages before it becomes publicly visible:

Draft​

Your profile has been created but is not yet submitted for review. Use this time to:

  • Complete all profile fields (company name, bio, office location, etc.)
  • Upload your profile photo and banner image
  • Add your service areas and lenders panel

Pending​

You've submitted your profile for verification. Our team reviews your details, typically within 1–2 business days. During this time:

  • Your profile is not yet visible on the public directory
  • You can continue editing your profile
  • A status banner on your dashboard shows your verification progress

Approved​

Your profile has been verified and is now live on the broker directory. You can:

  • Appear in search results on the broker directory
  • Receive lead enquiries from buyers
  • Collect client reviews
  • Access all features included in your subscription plan

Once verified, your profile displays a "Verified Broker" badge and gets a public profile page at /mortgage-brokers/your-slug.

First Steps After Approval​

Once your profile is approved, we recommend:

  1. Complete your profile - Fill in every section to maximise your directory visibility. See Profile Setup.
  2. Choose a subscription plan - Upgrade from the free tier to unlock CRM access and more enquiries. See Billing & Subscriptions.
  3. Check your lead pipeline - Monitor incoming leads from your dashboard.
  4. Share your profile - Your public profile is available at listhouze.com/mortgage-brokers/your-slug. Share it with clients and on social media.
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