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Workflow Audit

Schedule a free, no obligation Workflow Automations Audit.
Get personalised insights on how to track your leads, increase revenue and maintain retention of post-settlement clients.

Optimising your assessment...

How We Help You?

Sometimes you know exactly what you need. Sometimes you just know something isn't working.

Either way we can help you figure out your next steps — book a chat.

If you've been thinking about your lead management...

And need more visibility over the status of your leads and opportunities. Want track post-settled loans. Have a better Fact Find experience.

— this is exactly where we like to start.

GoalTarget

If you've been wanting to automate or bring AI into your process...

You're doing things manually that should run automatically. You've heard about AI agents and workflow automation but don't know what's actually useful for a brokerage versus what's just noise. You want to work smarter without rebuilding everything from scratch.

— we'll show you what's genuinely possible.

If you need a new onboarding system or want to grow your brand...

Your client onboarding is inconsistent — every deal feels slightly different. You want video content or a social media presence but don't know where to start or whether it's worth it yet. You're thinking about what your business looks like to someone who finds you online for the first time.

— we'll tell you honestly whether now is the right time.

3x
Efficiency
-5h
Admin Time

Not sure which one is you?

That's fine. Most brokers who book a chat aren't sure either. That's what the chat is for.

We Find the Systems Gap — Not Just the Software

Most brokers come to us asking for one thing. What they actually need is often something else entirely.

This is how lead-flow management works. The symptom is rarely the root cause.

New Client Added
Welcome Email Sent (Auto)
Task Created for Team

1. For example:

A broker came to us wanting an AI-powered Fact Find software that could assess whether a payslip had the right merits to support a loan application. A smart ask — completely reasonable problem to want to solve.

  • Assess payslip merits automatically
  • Streamline the Fact Find experience
  • Save time on credit assessment

2. The System Reality

Here's what we found when we looked closer: None of the Fact Find tools available in the Australian market do this — right now. But that wasn't the end of the conversation. It was the beginning of a better one.

  • Current software has built-in limits
  • The symptom is rarely the root cause
  • Look for workflow gaps, not just software
TeamSynced & Aligned
GrowthWithout Burnout
System Capacity

3. The Solution Layer

Because there are ways to solve the underlying problem — Agentic AI, Copilot-style workflows, document processing layers that sit alongside the Fact Find tool rather than inside it. The Fact Find tool itself doesn't need to change.

  • Deploy Agentic AI & Copilots
  • Keep existing software tools intact
  • Build automation alongside your CRM
AI Agent
Client
Knowledge Base

4. What Needs to Be Built Instead

Instead of searching for non-existent software features, we design the workflow automation around your existing stack to capture, qualify, and flag issues early.

  • Client capture and qualification process
  • Clear roles for what admin handles vs AI
  • Document reviews flagging issues before calling
  • Side-by-side workflow automation support

This is what the Free Audit is actually for.

To look at how you currently operate — the whole picture, not just the part that seems broken — that's where the real gaps are.

Sometimes that's a CRM build. Sometimes it's automation layers. Sometimes it's a content system. And sometimes the most useful thing we do is connect you with someone in our directory who is better placed to help than we are.

We'd rather send you to the right person than sell you the wrong solution.

Why Broker Tools

Independent. Aggregator-agnostic. Growth Focussed

We build lead management processes that make your Broker business life easier to scale. Our goal is not to sell software - but find what tools, systems or strategies that help optimise the way you work.

How we make money

Implementation work is our primary income. We also earn affiliate commissions on some software via directory links — always disclosed, never influences the recommendation.

Not pay-to-play

Every directory listing is on merit. If a tool appears in our content or podcast it's because we know it, like it, or trust it. Highlighted recommendations are based on Broker Coach opinions not own.

A little biased

We favour integrated processes that make broker and applicant life easier. If an onboarding is clunky, we'll say so. If the handoff between people, process, and tools isn't seamless — our opinions show up.

Aggregator agnostic

We work across all aggregators and have no preference on which one you use. Your aggregator is your compliance partner. We are your growth partner.

Not Ready to Start?

Contact Us

Got multiple ideas, tasks or possibilities running through your head? Ask a Question and we'll get back to you in 24 business hours.

Contact UsIndependent · Aggregator agnostic · Growth Focussed

Frequently Asked Questions

Do I need to switch my current CRM?
No. We assess your current tech stack first. Often the issue isn't the tool — it's how it's configured. If a switch genuinely serves your goals we'll explain why and what the transition looks like. We have no software bias and if we earn a commission from a sale this will be disclosed on the call. Our preference is to recommend based on what you need, not what sounds good.
I'm already using [insert software] or my aggregator's CRM. Can you still help?
Yes — we are Aggregator agnostic. We have found that leads often get lost when they are not an opportunity yet. If you want to track those leads and post-settlement client retention, you may want a pre-aggregator project management or CRM software. However, the goal is always the same, build systems for the way you work.
Which package should I start with?
That's exactly what the free Workflow Audit is for. Most brokers start with Visibility — because you can't optimise or grow what you can't see. But every business is different and we won't recommend a package until we understand yours.
How long does implementation take?
Lead tracking (CRM) setup can take 3 to 6 weeks depending on complexity. From there we allow another 6 weeks for testing and tweaking the process. For custom client onboarding processes or other workflow automations, anywhere from 1 to 12 weeks - we scope this with you on the call. Knowledge Base Content Development, 4 - 12 weeks, on the call we confirm the requirements.
Do you work with all aggregators?
If the aggregator platform has an API, webhook, or integration pathway we can connect with - we work with them. Where direct integration isn't possible we design workflows that complement your aggregator requirements without creating compliance risk.
What's the difference between BrokerTools and a broker coach?
Broker coaches keep you accountable for growth goals — that's valuable and different to what we do. Think of us as a form of tech support or project managers who support or growth as you need us. We build, hand over, and step back. Only stepping in if requested. If you need a coach, our directory has great ones.
Is the Workflow Audit really free?
Yes. It's a genuine 45-minute working session — not a sales call with a discovery wrapper. You'll walk away with a clear picture of your biggest workflow gap and specific recommendations, whether or not you choose to work with us.

Disclaimer

Broker Tools' Workflow Optimisation Program is designed to support brokers in reviewing their workflows, systems, and operational options. The program makes use of frameworks developed by Tiny Digital Habits, which remain the intellectual property of their creators. 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.