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Broker Smart Office

​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
We offer customised training that focuses on how to incorporate new automations and workflows into your existing business processes. Recognizing that each mortgage broking business operates differently, our training is tailored to align with your specific operational needs. We utilise tools like Scribe and Loom to create clear, step-by-step guides and video tutorials, ensuring your team can confidently execute and maintain the implemented solutions.

System Training
Understanding the functionalities of new software is essential for maximising its benefits. Our system training covers the core features, navigation, and best practices of platforms like BrokerEngine, enabling your team to utilise these tools effectively. By demystifying the software's capabilities, we help your staff become proficient users, reducing reliance on external support and fostering self-sufficiency.

Standard Operating Procedures (SOPs)
Additionally, we assist in developing Standard Operating Procedures that document the automation and integration solutions implemented. These SOPs serve as valuable references for current and future team members assisting with onboarding, promoting consistency and efficiency.

Our Training Support service ensures that your team is well-prepared to embrace technological advancements, enhancing productivity and maintaining a competitive edge in the mortgage broking industry.

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​BrokerEngine Setup & Configuration

Setting up BrokerEngine effectively is crucial for maximising its benefits in your mortgage broking business. Whether you're new to BrokerEngine and seeking a swift, efficient onboarding, or an existing user who hasn't fully configured the system, our service is designed to streamline the setup process for you.
Configuration includes:

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  • 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.
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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

BrokerEngine provides default workflows and checklists to help mortgage brokers manage their processes efficiently. However, to fully align the platform with your unique business operations, customisation is often necessary. We offer three distinct approaches to assist you in tailoring these workflows and checklists to your specific needs:
Approach 1
Approach 2
Approach 3
Approach 1
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).

These sessions continue as requested or until your workflows function as desired.
Approach 2
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.

This method is cost-effective and allows you to define your processes in a familiar format before integration.
Approach 3
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.

This comprehensive service can be combined with our Training Support offerings to deliver a turnkey solution, resulting in a highly customised BrokerEngine setup. Please note that this approach requires a significant investment in time from your team for workshops and information sharing.
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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.