Help us learn more about what a Broker needs

please answer these few questions on what's happening in the Broker business

We understand Aggregators provide a lot of tools, services and other technology to help support your business growth --
but often brokers don't use them and we want to know why!

Please note: this data is for internal research use only and is NOT being sold or shared with Aggregators. Our long term goal is to reduce the hours spent on researching the "right" technology or services for your Broker business and provide systems or processes you can implement - especially in the age of AI.

Whether you are a Mortgage, Asset or Commercial Finance Broker - we would like to hear from you.

Do you use your Aggregator's software (e.g. CRM, Fact Find, Appointment Calendar)? If not, why? *

Which Aggregator are you with? *

How many people in your team?

If we could wave a magic wand and solve your issues with tech and customer journey (from lead generation to post settlement) - what would they be? *

Name *

Email *

Phone

Are you happy if we email/contact you for any further questions? *

Yes

Can we use your comments in a public post? *

Yes

Only if it's anonymous

WHY HELP US?

We have spent years building CRM systems for various people in the finance industry. While many aspects of this are the same for everyone - no two brokers use the exact systems, tools or services to help grow and expand their portfolio.

Recently we worked on a project where the Broker was charge $2,000-ish per month for a widget that really didn't do all the fact find requirements -- and it blew our minds 🤯

We can't help but be curious as to why a Broker would be willing to spend so much on a tool. Don't Aggregators give you the tools and support for what you need?

It turns out - they do - but it is clunky AF

After years of working in the Workflow Management industry (aka CRM Design) - we'd like to pivot into figuring out what existing tools, systems and services can make the Broker life better!

AND it starts with letting us know what you do or don't like about your Aggregator tools...from there if we could wave a magic wand and solve your current business headaches - what would they be?

COMPLETE THE SURVEY