Welcome to ComplyEdu
Compliance & CPD Made Simple.
The all-in-one compliance platform for Australian mortgage and finance brokers. Track self-assessments, manage CPD hours, and stay audit-ready.
Start Your Free Trial
How ComplyEdu Works
Simplify your compliance management with our streamlined platform. Complete self-assessments across five key pillars, track CPD hours against targets, and maintain audit-ready documentation. Experience clear visibility into your compliance status with intuitive dashboards and traffic-light 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.
View Compliance Status
See your overall compliance health with traffic-light indicators across all five pillars.
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 compliance status
Compliance Dashboard
Get instant visibility into your compliance health with card-based dashboards and risk indicators.
- Overall compliance status 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 ComplyEdu
ComplyEdu 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, ComplyEdu 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 brokers more time to focus on their clients while ACL holders gain clear visibility into their compliance posture.
Your Complete Compliance & CPD Platform
Frequently Asked Questions
Find answers to common questions about our compliance and CPD management platform.
ComplyEdu provides a comprehensive compliance and CPD management solution specifically designed for Australian mortgage and finance brokers. Our platform automates self-assessments across five compliance pillars, tracks CPD hours against targets, and generates audit-ready documentation.
Getting started is easy. Your ACL administrator will invite you to the platform via email. Simply click the magic link to log in, complete your profile, and start your first self-assessment.
ComplyEdu assesses compliance across five key areas: Responsible Lending, Training & CPD, Information Security, Client Management, and Other Regulatory Risks. Each pillar contributes to your overall compliance score.
Your compliance status is displayed using traffic-light indicators. Green means compliant, amber indicates attention needed, and red signals overdue or high-risk areas requiring immediate action.
Yes, ComplyEdu includes a full CPD tracker. Log your training activities, categorise hours, and track progress against your annual CPD target set by your ACL administrator.
Security is our top priority. ComplyEdu 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. ACL administrators can also export comprehensive Excel reports including broker lists, CPD logs, and register data.
Assessment frequency is configured by your ACL administrator and can be set to monthly, quarterly, or annually based on your organisation's compliance requirements.
Yes, ACL administrators have a dashboard showing compliance status across all brokers in their organisation. This helps them monitor overall compliance posture and identify brokers who may need support.