From FirstAboard
The Brokers Briefcase
The software side of broking, in one place. Tools that take the paperwork off your desk so you can spend the day on the deal instead of chasing a payslip.
The Briefcase has its own home at thebrokersbriefcase.com.au
What is in the briefcase
Two tools are shipping today. They are sold separately, so you can take one without the other.
For your clients
FirstAboard Onboarding
Client onboarding, done right.
Send one white-labelled link. Your client fills in their details, uploads documents and photos, connects their bank and signs, all from their phone. You get a clean summary back.
- Structured intake built on a no-code workflow builder
- Document and photo collection, with open banking
- E-signatures included, no per-envelope fees
- Your branding, not ours
$49.99/month AUD per broker
Learn moreFor your desk
FirstAboard PDF
The PDF app that never uploads your files.
A Windows desktop app to read, edit, sign, redact, merge and fill PDFs. 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 actually removes the text
- Signing and e-sign requests built in
- Australian TFN and licence-number redaction patterns
- Works as a tool inside Claude
$4.99/month AUD, or $49.99/year
Learn moreComing next
More on the way
We build the parts of broking that are still done by hand. If something on your desk is eating your evenings, tell us and it goes on the list.
Why it is one briefcase
Broker software has a habit of arriving as five separate logins and five separate invoices. This is deliberately not that.
Built by a broker
Every tool starts as something that was wasting our own time. If it does not survive a real deal, it does not ship.
One login, one company
Everything here is First Aboard Pty Ltd. One account, one place to send your clients, one invoice to reconcile.
Australian, and private by default
Hosted in Sydney. Client data stays yours, and the PDF app does its work on your machine rather than ours.
Pick up the briefcase
Start with onboarding or start with the PDF app. You do not need both, and you can add the other whenever it earns its place.
Questions? Email support@firstaboard.com.