Welcome to ComplyEd
Your Compliance Program, One Platform.
The technology platform for compliance officers and providers. Build, manage, and monitor compliance programs for your clients — assessments, training, CDD, and audit-ready documentation.
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How It Works
Manage your compliance program with a streamlined platform. Configure self-assessments, track CPD hours against targets, and maintain audit-ready documentation. Get clear visibility into program progress with intuitive dashboards and configurable indicators.
Complete Self-Assessments
Answer structured questionnaires across Responsible Lending, Training, InfoSec, Client Management, and Regulatory Risks.
Track CPD Progress
Log training hours, categorise activities, and track progress against your annual CPD targets.
Monitor Program Progress
Track program progress with configurable indicators across all assessment areas.
Export for Audits
Download PDF summaries and Excel exports whenever you need audit-ready documentation.
Your Complete Compliance & CPD Platform
Features
Streamline compliance, track professional development, and reduce risk with our comprehensive platform designed specifically for Australian mortgage and finance brokers.
Self-Assessment Tracking
Complete structured self-assessments across five compliance pillars with traffic-light status indicators.
- Responsible Lending, InfoSec, Training, Client Management, Regulatory
- Question-by-question progress saving
- Historical submission viewing
CPD Hour Management
Log and track Continuing Professional Development hours against configurable annual targets.
- Manual entry with categories
- Progress vs target dashboard
- Automatic progress tracking
Compliance Dashboard
Get instant visibility into your program progress with card-based dashboards and configurable indicators.
- Program overview at a glance
- Next assessment due dates
- Quick action links
Document Library
Access compliance materials, training documents, and templates from a centralised library.
- Read-only access for brokers
- Linked materials for assessments
- Download for offline use
Register Management
Maintain breach and referral registers with full audit trails and Excel export capabilities.
- Breach register tracking
- Referral register management
- Exportable to Excel
Audit Trail & Exports
Generate audit-ready PDF reports and Excel exports for all compliance activities.
- PDF assessment summaries
- Excel data exports
- Full activity logging
Your Complete Compliance & CPD Platform
Benefits
Reduce compliance administration burden, mitigate risk with clear visibility, and stay audit-ready with documentation designed for Australian broking requirements.
Save Time
Reduce compliance administration by up to 80% with structured self-assessments and automated tracking.
Reduce Risk
Identify compliance gaps early with traffic-light indicators and proactive status monitoring.
Stay Audit-Ready
Generate audit-ready PDF reports and Excel exports instantly whenever regulators come calling.
Built for Brokers
Purpose-built for Australian mortgage and finance brokers with industry-specific compliance pillars.
About ComplyEd
ComplyEd was born from the real-world compliance challenges faced by Australian mortgage and finance brokers. Managing self-assessments, tracking CPD hours, and maintaining audit-ready documentation shouldn't require spreadsheets and manual processes.
Built by the team behind Humbletech and MCP Financial Services, ComplyEd leverages years of industry experience to deliver a compliance platform that understands the unique requirements of Australian Credit Licence holders and their representatives.
Our platform streamlines the compliance loop from self-assessment to CPD tracking to audit exports, giving team members more time to focus on their clients while administrators gain clear visibility into their compliance program.
Your Compliance Program Platform
Frequently Asked Questions
Find answers to common questions about our compliance and CPD management platform.
ComplyEd is a compliance technology platform that gives compliance officers and organisations the infrastructure to build, manage, and monitor their compliance programs. Configure self-assessments, track CPD hours, manage registers, and maintain audit-ready documentation — all in one place.
Getting started is easy. Your administrator will invite you to the platform via email. Simply click the magic link to log in, complete your profile, and begin working on your assigned assessments and training.
The platform supports configurable compliance categories. Your compliance administrator sets up the assessment areas relevant to your organisation, such as Responsible Lending, Training & CPD, Information Security, Client Management, and Regulatory Risks.
Progress is displayed using configurable indicators. Your compliance administrator sets the thresholds — for example, what score counts as on-track, needs attention, or requires review. These are tailored to your organisation's program.
Yes, the platform includes a full CPD tracker. Log your training activities, categorise hours, and track progress against your annual CPD target configured by your administrator.
Security is our top priority. The platform employs bank-level encryption, is built on Supabase infrastructure, and maintains strict access controls. All data is stored in Australian data centres.
Yes, you can download PDF summaries of each self-assessment submission. Administrators can also export comprehensive Excel reports including team member lists, CPD logs, and register data.
Assessment frequency is configured by your administrator and can be set to monthly, quarterly, or annually based on your organisation's program requirements.
Yes, administrators have a dashboard showing program progress across all team members in their organisation. This helps them monitor overall program status and identify areas that may need attention.