Hi and welcome to Broker Tools, where we unpack the tools, systems, and strategies that help brokers optimise the way they work.
If you’ve just subscribed — you’re in the right place. [If you haven’t you can do so here: Subscribe to Broker Tools]
Broker Tools was built for Mortgage, Asset, and Commercial brokers who want clarity, not confusion, when it comes to software, systems, automation, and growth decisions.
This page is your starting point.
🎥 Start Here: Watch the Broker Tools Onboarding Video
Before you dive in, we recommend watching our short onboarding walkthrough. It shows you how to navigate the site and get value quickly — without getting overwhelmed.
[Embed onboarding video here]
In the video, we cover:
- How the Broker Tools website is structured
- How to use the directory and comparisons effectively
- How to find tools relevant to your broker type and business stage
- How to avoid common mistakes when evaluating software
If you’re short on time, even a quick skim will save you hours later.
Why Broker Tools Exists
Most brokers don’t suffer from a lack of software.
They suffer from:
- Too many tools that don’t talk to each other
- Platforms that promise “AI” or “automation” without explaining the limits
- Decisions made in isolation, without understanding downstream impact
- Advice that’s either sales-driven or too generic to be useful
Broker Tools exists to cut through that noise.
We focus on:
- What tools actually do (not just what they claim)
- How systems work together across the broker journey
- What matters at each stage of your business
- Practical, broker-specific context — not SaaS marketing fluff
How to Use Broker Tools (Without Overthinking It)
You don’t need to read everything or use every feature.
Here’s how most brokers get value:
1. Use the Directory as a Shortlist Tool
Browse categories like CRMs, marketing, automation, AI, security, mindset and document tools to understand what’s available — and what’s actually fit for purpose.
2. Read Comparisons Before Demos
Our comparisons are designed to help you ask better questions before booking demos or committing to trials.
3. Match Tools to Your Stage
Not every broker needs the same setup. What works for a solo broker won’t always work for a growing team — and vice versa.
4. Use Guides to Sanity-Check Decisions
Our guides focus on workflows, integrations, and operational reality — the stuff that’s often missed until it’s painful to fix.
What You’ll Find Inside Broker Tools
- Unbiased tool reviews & comparisons
- Workflow-focused guides for real broker operations
- Clear explanations of AI, automation, and integrations
- Expert insights from people working inside broker businesses
- Content designed to reduce risk, not just increase efficiency
Everything is built to help you make better decisions — not faster mistakes.
A Quick Note on “More Tools”
We don’t believe the answer is always adding another platform.
Often, the better question is:
- Are you using what you already pay for properly?
- Are your tools creating leverage — or friction?
- Are you solving the right problem, or just the loudest one?
Broker Tools is here to help you slow down just enough to get it right.
Not Sure Where to Start?
Take the Quiz or Read a Resource
We’re here to support better conversations, clearer decisions, and systems that actually work for brokers.
Welcome aboard,
The Broker Tools Team
