Helping your Brokerage increase revenues

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BROKERSPOT is our HubSpot CRM solution that helps you run your business.

We make it easy for you to migrate to the CRM,  implement a modern website, and take advantage of business reporting dashboards.

Start generating more leads, and look after customers with ease

 

Book a meeting
  • Fixed Price

    Our pricing is just one, easy to understand fee. No hidden costs making it simple for you to budget

  • Low time impact

    We know your time is precious, so our execution approach minimises the time you need to spend on the project.

  • Quick launch

    We work with HubSpot everyday, so we can implement quickly once the project is agreed.

  • Money Back Guarantee

    We are so confident you will be happy with BROKERSPOT, that if you aren’t, we offer a full refund!

Whats included in BROKERSPOT

You get everything you need to market, operate and report across your Brokerage business.

  • Modern Website

    • A website that works seamlessly across web browsers, and all mobile phones showcasing your business, services, team, call to actions, live web chat and more
    • Carefully created to work with search engines to drive traffic and generate online leads that are relevant and convertible into closed won deals.
    • Telling your brand story and proposition, showcasing your experience through key statistics, client reviews and case studies
  • Sales Management

    • Sales process aligned to how your brokage operates with custom pipeline & deal views in HubSpot that easily allow you to track from lead, prospect to closed won in your sales pipeline
    • Branded quotation templates and process, available to quickly send to new or renewing customers all via HubSpot
    • Email templates for new customer onboarding, renewals, expiring loan reminders and seasonal greetings are pre-built and ready to go
  • Brokerage Dashboards

    • View all current and historic loan balances in a way that suits you. Filtered by year, month, the lender or the customer.
    • Quickly see who are the top performing vendors, which customers are repeatedly using your brokerage and who is the most valuable to retain.
    • See the commission paid by lender, deal or Broker within your organisation. Track commissions over a month, year, quarter and report easily on activity internally and externally to partners

Client feedback

Tom Ladds countryside finance

Tom Ladds

Partner of Countryside Finance


I highly recommend aimest for their exceptional ability to modernize and streamline business operations.

Their strategic and consultative approach exceeded my expectations, providing valuable guidance that has already significantly increased our revenue generation, and created new marketing ideas and ways to improve customer care AIM is not just about taking what is offered.

They can actively contribute to the success of  your business

View case study

Suitable for any case

Features
Website Design
Site pages development
Hubspot Setup & Configuration
Data Migration
User Training
Email Templates
Reporting dashboard
Secure, Hosted Reporting Dashboard

Starter
£ 4 648

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6 pages
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2 hours

1 templates
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1 dashboard

Scaling
£ 6 296

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10 pages
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5 hours

3 templates
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2 dashboards

Advanced
£ 7 896

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15 pages
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10 hours

5 templates
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4 dashboards
On-going support
(report refreshing, HubSpot onboarding support)

How we implement

Creating the perfect website

  • Our UX/UI designer creates a compelling modern design 
  • Clearly articulating your value proposition 
  • Helping build client trust. We describe all information customers find important when considering their brokerage services. 
  • We optimise pages for lead generation relevant to your services

Implementing and integrating HubSpot

  • Full integrates with website, and a single source to capture all leads 
  • We prepare an optimal CRM setup for a brokerage business 
  • We migrate all your existing data into the new HubSpot CRM
  • Your data is ready to manage your sales process, account management and execute email marketing with the new templates in HubSpot  

Regularly updated Brokerage dashboards

  • We create a bridge between HubSpot CRM and PowerBi 
  • We build a dashboard based on your exact requirements, showing exactly what insights are useful for you to make decisions
  • We update the report on a frequency, day and time that suits your schedule

Get in touch with us today