Broker Flux
By building an end-to-end onboarding CRM with secure document collection, pipeline tracking, and automated diary notes, I turned a manual-heavy brokerage into a streamlined, scalable operation.
Challenge
A mortgage broker was drowning in manual processes—chasing documents via email, manually entering client data, and losing track of follow-ups. Every new client meant hours of admin work instead of helping people secure their homes.
Solution
- Secure Document Portal — Bank-grade encrypted uploads with real-time tracking of what's received and what's missing
- Pipeline Management — Kanban-style board tracking each client from enquiry to completion
- Automated Diary Notes — Every interaction logged automatically without manual input
- Meeting Scheduling — Client booking interface synced with calendar, eliminating back-and-forth emails
- Follow-Up Automation — Smart reminders ensuring no client slips through the cracks
Impact
- 10h+ saved per week on admin tasks
- Zero missed follow-ups with automated tracking
- 100% document visibility—no more chasing clients
- Bank-grade security for sensitive financial documents
- One-click diary note generation system
Ready to streamline your operations?
Let's discuss how I can help automate your workflows.
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