Training Support
Implementing new systems and processes is only part of the journey; ensuring your team can effectively utilise them is equally crucial. Our Training Support service is designed to equip your staff with the necessary skills and knowledge to seamlessly integrate these changes into your operations.
Process Training
System Training
Standard Operating Procedures (SOPs)
BrokerEngine Setup & Configuration

- Outbox Setup: Configure your email outbox to ensure client communications are sent directly from your domain, maintaining brand consistency.
- touchSMS Integration: Integrate touchSMS to enable seamless SMS communications with clients, enhancing engagement and responsiveness.
- Zapier Connection: Set up Zapier integrations to automate workflows between BrokerEngine and other applications, increasing operational efficiency.
- Email Signature Configuration: Implement standardised email signatures across your team to ensure professional and consistent communication.
- User Details Configuration: Complete any missing information such as phones, email alias, address, brand setup, and permission level settings.
- Third-Party Integrations: Assist with the integration setup of DocuSign, FLEX/Suite360, Cashdeck, illion BankStatements, and Quickli as required.
- Email Automation Settings: Configure email behaviours within automations, including options to send emails as drafts, directly to clients, or to internal team members for review.
While BrokerEngine offers onboarding support through their Kickstart Program, which includes data import, onboarding, training, and support, the setup and configuration requires your time and basic technical ability. If you prefer to delegate the setup and configuration to experienced professionals, our premium onboarding service is an ideal solution. We handle the technical aspects and coordinating with the BrokerEngine support team on your behalf, allowing you to focus on your core business activities with the confidence that your BrokerEngine system is configured optimally.
BrokerEngine Workflows & Checklists
Approach 1: Guided Customisation Using Default Templates
Ideal for those starting with BrokerEngine's default workflows and checklists, this approach involves:
- Weekly one-hour workshops to review and modify default workflows based on your feedback.
- One hour of direct access to your BrokerEngine account for our team to assess and suggest improvements.
- Update to the workflows and checklists as required (limits apply per workshop session).
Approach 2: Implementation of Pre-Documented Processes
If you have existing process documentation in spreadsheets or detailed flowcharts that outline triggers (e.g. specific stages in the loan approval process) and corresponding actions (e.g. client emails, team tasks, system outputs), we can:
- Translate these documents into custom workflows within BrokerEngine.
- Provide user-friendly templates for you to define your processes if they aren't already documented, which we then implement into the system.
Approach 3: Comprehensive Process Discovery and Custom Build
For businesses seeking a thorough analysis and overhaul, this approach includes:
- In-depth discovery sessions to map out your entire business process, including client, lender, and referrer interactions.
- Collaboration to develop content for client/referrer communications and internal task instructions.
- Creation of fully customised workflows and checklists within BrokerEngine, tailored to your specific operational needs.
- Provision to add delivery of detailed documentation (SOPs) to serve as a knowledge base for your team.

By choosing the approach that best fits your needs, we can help you optimise BrokerEngine to enhance efficiency, ensure compliance, and improve client satisfaction in your mortgage broking business.