Brokerdesk’s CRM system is a specialized workflow solution designed for mortgage brokers, integrating seamless team collaboration with powerful automation. This allows brokers to focus on high-value activities and support more clients effectively. By streamlining and organizing information, Brokerdesk enables brokers to handle data more efficiently and manage client interactions with ease.
Leveraging our strong IT foundation and extensive back-office service experience, we’ve built the CRM system to consolidate and categorize all relevant information. This system is designed to simplify complex information management, offering a robust solution that addresses brokers’ needs for clarity, efficiency, and streamlined workflows in managing client portfolios and communication.
Your tech stack was never built to cope with detailed and time-sensitive loans.
You waste hours managing tasks, prioritising work and staying aligned.
It’s fiddly and time-consuming to deliver a superior Client Experience.
Supercharge your brokerage with automated tasks, emailsand SMS messages that free you up to focus on high-value work.
We offer these services:
Our CRM system is designed to help you automate even your most complex mortgage brokerage workflows with ease and precision. Equipped with a range of default options, it allows you to select and customize workflows that best suit your needs, tailoring them for optimal efficiency. For different scenarios, our CRM offers specialized modules, ensuring that you have a clear, organized view of your tasks at all times.
Tasks progress automatically based on preset timelines and deliver notifications to keep you on track. We’ve also built in flexible email templates and an intuitive task input function, allowing you to quickly communicate with clients and assign new tasks without hassle. This enables seamless, real-time collaboration across your team, ensuring that everyone remains aligned and can work together effectively.
Most brokers spend hours each week simply checking deal progress, updating tasks, and marking off completed items. As a company grows, maintaining visibility and control over a larger team and a growing client base becomes even more challenging.
Our CRM system is designed to streamline these processes with a range of service dashboards that clearly indicate which stage each transaction is in, removing the need for constant manual follow-up. Automated task prioritization gives you a real-time overview of team workloads at a glance, without the need for individual emails, Teams, or Slack messages. This ensures everyone is informed and aligned, enabling brokers to focus more on high-value activities and client relationships rather than getting lost in administrative work.
Starting with a pre-configured standard setup, we offer clients greater flexibility to customize their task workflows to include the information they need and to follow their desired processes. Whether it’s optimizing the way information is displayed or tailoring the workflow to your preferences, we ensure the entire process is efficient and aligned with your specific requirements.
Our CRM system categorizes tasks based on different time phases and offers an intuitive dashboard view, allowing you to easily monitor the real-time progress of all your projects. This design helps you manage each stage of your projects with precision while effectively avoiding oversights or confusion, ensuring a more efficient and organized workflow.
ISO 27001 Certified Organization
Our Information Security Management System is certified according to ISO/IEC27001:2022