My team won't keep a CRM up to date.

Correct, and that is why this one does not ask them to. It updates from what happened — a reply, a booking, a signed quote — rather than from data entry.

Is automated contact compliant in finance?

The machine handles enquiry capture, scheduling and reminders — it does not give credit advice or make recommendations. Everything regulated stays with you, and the audit trail is stronger than a notepad because every contact is logged.

What about clients whose pre-approval is expiring?

Expiry dates drive a campaign automatically. It is the single most valuable list a broker has and it is usually only worked when someone remembers.

Mortgage brokers · STN 04 — Chase

You can see
the whole line.

A rate move produces a wave of enquiries in 48 hours, and they go to whoever responds inside that window. Every open enquiry, what stage it is at, and what happens to it next. Without it, no idea what is open, what has gone quiet, or what this month actually looks like — and for mortgage brokers and finance brokers, that adds up to $63,800 a year.

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What it is costing now

~~$63,800~~

a year for mortgage brokers and finance brokers. Struck through because it is recoverable.

Based on 4 unanswered enquiries a month at $3,800 average settlement value, of which 35% would have converted. Your leak audit uses your numbers, not these.

What changes

Every open enquiry, what stage it is at, and what happens to it next.

One board showing every live enquiry and quote, what state it is in, and what the machine will do about it next. Not a dashboard you have to maintain — it fills itself from what actually happened. On the line this sits at station 4, chase — the point where enquiries either turn into settlements or quietly stop. Months between pre-approval and purchase. Without contact, the loan settles with someone else's broker.

The board — Mortgage brokers — chase station

RUNNING

Tue 9:14Web form — refinance, $680kWeb formConsult booked
Tue 14:02Missed call — first home buyerMissed callCallback 14:07
WedPre-approval expiring — 34 clientsCampaign9 replies
06:00Shift summary → principal's phoneReport3 consults booked

How it runs

What the pipeline board changes for mortgage brokers

01
It fills itself
Stages move on real events — replied, booked, quoted, won — not on someone updating a record.
02
Nothing stalls silently
Anything sitting too long in one stage surfaces instead of sinking.
03
You see the money
Open value by stage, so you know what is actually in front of you this month.

Straight answers

The pipeline board for mortgage broking — questions people ask

My team won't keep a CRM up to date.: Correct, and that is why this one does not ask them to. It updates from what happened — a reply, a booking, a signed quote — rather than from data entry.
Is automated contact compliant in finance?: The machine handles enquiry capture, scheduling and reminders — it does not give credit advice or make recommendations. Everything regulated stays with you, and the audit trail is stronger than a notepad because every contact is logged.
What about clients whose pre-approval is expiring?: Expiry dates drive a campaign automatically. It is the single most valuable list a broker has and it is usually only worked when someone remembers.

Same trade

Everything else that runs on a mortgage broker line

Same station

The pipeline board in other trades

Mortgage brokers · Pipeline board

Find your leak
in 10 minutes.

We count what is leaking out of your pipeline right now and put a dollar figure on it. Free, ten minutes, no login, no obligation.

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