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