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ISCOVER
Automation, synchronised databases and remote VPNs are among the tech brokers have said make their lives easier.
In this month’s issue of The Adviser magazine, we’ve focused on technology and tools that take friction out of brokers’ processes. To understand what kind of support brokers use, this month we asked brokers what platforms do you use to make your job more efficient?
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Repricing with Sherlok
We’ve recently started using Sherlok to automate our client retention services. In the past we have paid admin staff full-time to do the work. Those admin staff now have more time to support with new clients. It’s been an incredible time saver for us and puts us continually at front of mind with our clients.
In the past four weeks, since using Sherlok we’ve saved our clients $20,546 in interest repayments, one client we saved $5,430 in one year! Our loan book is quite large, which makes it impossible to be able to reprice everyone’s loans.
Sherlok’s AI analyses the whole loan book and then tells us which clients are most at risk and prioritises repricing those clients first. Then for the loans that can’t be discounted Sherlok provides a refinance comparison to the market that is basically a warm refinancing lead.
Tracy Kearey, Mortgage Advice Bureau Connexion (MAB Connexion)
LastPass and remote VPN
There are some simple things we do such as having the database sync with my mobile phone, so that everyone’s name and number are in there. So when clients call, I’m already one step ahead.
There are little things too. For example, when we meet a client, I send them an electronic form so I’m not going back answering or asking questions. They can sit there on their mobile phone and give me all of the information that they need.
Little tips for within the office: we use a system called LastPass, which populates all of the passwords, which is game-changing because obviously there are so many passwords and logins we use.
Our IT support is also fundamental to what we do, so we all log in using a VPN so we can log in from anywhere and we have zero downtime. That way, we’re going to be supported wherever we are in terms of technology. So that’s seamless.
Lucy Blain, Blain Financial
Workflow with Trello
We’re using a different system outside the CRM to do our daily workflow with our external staff. So I don’t actually lodge tasks like that inside the CRM. Instead, we can log in and you can see all the detail on the customer and you can see where they’re at and use the workflow inside Trello.
I love Trello. So I’ve been using that for the last six years and that’s where I keep all my compliance and the communication between us and the banks and you and the customer. We record everything in Trello and we keep that as our compliance document at the same time.
Thuy Hook, EZ Financing
Mailchimp for marketing
We use Mailchimp as a platform for sending out our EDMS, and we use the conventional Facebook, Instagram, LinkedIn social media platforms. But basically, most of our work all comes out of Nexus, the CRM that Connective has provided us with.
We used to use other platforms, but now with the new Nexus, the way you can automate your system, the way you can have tasks, the way you can SMS from it, email out of it, we’ve really been able to harness it. It works really well for our business. This is not a plug for Connective; This is me being objective! So it really works well.
We also use all the Microsoft Word tools and Excel and Gmail, but now the new Nexus is pretty much where we live.
Peter Vassilis, Black and White Finance
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