FOR FINANCE BROKERS & BROKERAGES
One platform.
The entire
broking journey.
From the first conversation to the next signature.
Bring your workflow together with HARLEDA.
PILOT NOW OPEN
01 / THE BIGGER PICTURE
More than a CRM.
A connected way to work.
Keep the conversation, the application and the next step in view. HARLEDA brings the broking journey into one platform.
02 / KEEP THINGS MOVING
Every opportunity.
A clearer next step.
Move through your pipeline with CRM and Kanban. Keep referral partners and conversations close to the work.
Book a demo ↗
03 / ON THE MOVE
The next step.
In your hands.
Complete the application on your phone or tablet. Bring the details together, then see the household picture in Client Budget.
Client Budget shows a household budget; it is not a lender serviceability assessment.
Explore the experience ↗04 / THROUGH TO THE SIGNATURE
Keep the detail.
Keep the momentum.
Request documents and guide clients through secure signing. HARLEDA Sign supports the review and signing journey, including broker-provided Privacy and BID documents.
Real product screens. Fictional demonstration records. HARLEDA does not generate a broker’s BID advice.
05 / ABOUT HARLEDA
Built by a broker.
Shaped by the work.
Why should one client journey need so many separate systems?
A question from the founder’s own experience as a finance broker.
HARLEDA began as a desktop finance application, built by a broker to support the practical work of gathering client details and working through figures. That starting point led to a broader challenge: the everyday work of broking often happens across separate tools. Managing opportunities, communicating with referral partners, collecting documents and arranging signatures can mean moving repeatedly between systems.
Each tool serves a purpose. Bringing the work together is the opportunity.
Founded by finance broker Ram Aruna, HARLEDA is being developed to connect the journey from the initial referral and first conversation through to applications, client budgets, document requests and signing.
The aim is continuity: clearer communication, less repeated information and greater visibility over the next step. Clients can complete their application on a phone or tablet, while referral partners have a dedicated place to stay connected.
HARLEDA continues to be developed, tested and refined. The product film shows genuine interactions using fictional demonstration data. The HARLEDA pilot is now open.
Be part of the next chapter ↗THE NEXT CHAPTER
Let’s move
broking forward.
The HARLEDA pilot is now open.
Apply to take part and help shape what comes next.
Apply for the pilot
Help shape the future of broking.
The HARLEDA pilot is now open to finance brokers and brokerages. Tell us about your business to apply. We’ll follow up personally to confirm suitability, availability and access.
A FEW THINGS TO KNOW
Is the pilot open now?
Yes. Applications are open to finance brokers and brokerages. Apply using the form above and we’ll follow up personally to confirm suitability, availability and access. Submitting an application does not automatically create an account or guarantee a place.
Can I book a demo immediately?
Yes. Choose an available time on our Google Calendar booking page for a 30-minute walkthrough via Google Meet. Availability is Monday–Saturday, 8 am–8 pm Sydney time, with 24 hours’ notice. A calendar invitation and Meet link are generated after booking. You can also send a demo enquiry if you prefer a personal follow-up.
How are my enquiry details used?
HARLEDA collects your name, email, business name, enquiry and source so the founder can respond about your pilot application, a demo or a brokerage introduction. Submissions are stored in this website’s database on OpenAI Sites infrastructure and are available through a restricted founder inbox. Please don’t submit financial documents or sensitive client information. For access, correction or deletion requests, contact @harleda.platform on Instagram. The enquiry forms do not send automatic emails or subscribe you to marketing. Calendar bookings are handled separately by Google Calendar, which collects your booking details and sends the appointment invitation.