Turn your financial brokerage into a local powerhouse with our automated sales, marketing and customer follow up solutions, designed to build your customer base and extend the lifetime value of every customer.
Effectively close customers that are ready to go, and develop your ‘looking to buy in 6 months’ leads into prospects that will be yours when you’re ready.
Our automation package is all-in-one, from developing new business to rolling past customers onto the next financial product when they’re ready.
Step into 2016 and supercharge your brokerage by leveraging software tools to boost your time. Our solution will give you your time back to close prospects while automatically managing the leads that aren’t quite ready.
9 Infusionsoft Campaigns
- Capture & Welcome
Effectively capture and organise leads, and show them that you’re the brokerage they’ve been looking for.
2. New Prospect Wow
Make an effortless first impression with educational emails and helpful tips to show your prospects that they’re in safe hands, and differentiate yourself by showing prospects you can give them value before they even ask for it.
3. RBA Announcements Broadcasts
Easy templates to keep your customers in the loop following RBA and Budget announcements.
4. Manage Your Sales Pipeline
Stop leaving money on the table. Know what deals you have on, who you need to get back to, and when.
5. Pre-Approval Watch
Manage your pre-approved customers while they find their dream property, so you don’t lose the deal once you’ve done all the hard work.
6. Bubble Up Prospects
Track prospect engagement automatically, so you can powerfully make the ‘just checking in’ phone calls at the precise moment your prospects are ready to be closed.
7. Capture Customer End Dates
Building a successful brokerage is about building a strong compounding commission. Proactively protect your trailing as your customers approach the end of their financial products.
8. Develop Repeat Business
It’s not just about selling products; be a positive part of your customer’s wealth creation by identifying ways to partner with customers for the long haul, and help them develop their portfolio over time.
9. Effortless Referrals
Brokers are made by their referral network. Proactively seek out referrals with a process that really drives referrals from existing customers.
All you need is a browser.
Our systems go beyond just getting you organised. They can be used anywhere you have an internet connection, on any computer, anywhere in the world.