Workflow Automations
for Brokers
Less admin. More clarity. Better flow.
Walk away with practical recommendations to simplify your CRM and a plan to automate the right parts of your workflow.
The Process
A Blueprint for Predictable Results
Analysis & Assessment
We explore your current workflow, systems, and CRM. We identify where admin piles up and where automations are breaking down.
Strategy & Clarity
We clarify what you’re trying to achieve—deal volume goals, team growth, and where you want more time freedom.
Recommendations & Growth
You get specific, practical guidance on what to automate, simplify, or ignore. A clear roadmap for your smarter system.
Your Complete Toolkit for Success
We address every aspect of your broker business logic, ensuring no stone is left unturned in your pursuit of efficiency.
Reduce Manual Admin & Double-Handling
Stop wasting time on data entry. We help you design workflows that automate lead capture, streamline document collection, and eliminate repetitive tasks.
- Automate lead capture from website to CRM
- Streamline document collection & compliance
- Reduce data entry errors
Improve Pipeline Visibility
Never lose track of a deal again. We help you design a cleaner, faster CRM that gives you instant clarity on your pipeline stages and bottlenecks.
- Clear deal stages that match your actual process
- Automated follow-up reminders for stalling deals
- Pipeline health retention reports
Scale Without Growing Pains
Build a business that can handle volume. Whether you are a solo broker wanting to hire, or a team wanting to scale, we design systems that grow with you.
- Standard Operating Procedures (SOPs) built into your CRM
- Role clarity and task delegation workflows
- Onboarding systems for new staff
AI Enablement & Agent Support
Future-proof your business by assessing where AI can genuinely help. We help you build client-facing chatbots, internal knowledge bases, and agent support tools.
- Client-facing Chat Bots & Knowledge Bases
- Internal Agent Support & Summaries
- Assessment of AI opportunities for your specific model
Why Broker Tools?
We don’t sell software. We design workflow systems. We are independent and non-aggregator aligned, meaning our only goal is to make your business run better!
Independent Advice
No software bias or hidden commissions.
Practical Design
Built by people who understand compliance and deal flow.
Ready to Optimise the Way you Work?
Book a free Workflow Assessment today.
No pressure. Just practical advice on how to optimise your broker business.
Frequently Asked Questions
What happens during the assessment session?
Do I need to switch my current CRM?
Is the session really free?
How long does a typical implementation take?
Do you work with aggregators?
It's a big sticking point for most Brokers in automating their workflow and though AI Agents can do browser actions on your behalf, most Aggregators don't like this as it can introduce system vunerabilities. So we need to find a balance between automating the way you work and data safety.
What is the difference between a Broker Coach and Broker Tools?
We are not coaches, if you need someone to keep you and your team accountable for your growth goals, view our Broker Coaches/Mentors.
Think of us like as short-term Project Managers, we help systemise and scale the way you work. Allowing you the chance to breathe and set your own growth trajectory. We design CRMs, Client Onboarding and Workflow Automations. Anything outside of that, we partner with your support team or one of our service provider partners.
Disclaimer
Broker Tools' Workflow Optimisation Program is designed to support brokers in reviewing their workflows, systems, and operational options. As part of the program, we may present a range of tools, services, or approaches and, where appropriate, share our perspective on how different options may fit common broker workflows.
These insights are provided for decision support and educational purposes only. While we aim to offer thoughtful, experience-informed guidance, final decisions remain entirely yours. Broker Tools does not make decisions on your behalf, mandate specific tools, or assume responsibility for implementation choices.
Broker Tools does not provide financial, legal, tax, or compliance advice, and does not control or oversee any third-party providers. Outcomes will vary based on individual circumstances, business practices, and execution.
You are encouraged to apply your own professional judgement and conduct appropriate due diligence before adopting or changing any systems or processes.