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BROKER DATA was born from a
need by Finance Brokers to have a
software system that can manage their
ever growing business requirements.
BROKER DATA also provides a
complete data management system that
allows your files to be scanned and stored
offsite in purpose built storage facilities.
BROKER DATA has been designed
and built by a partnership involving Finance
Brokers - AAA+ Financial Solutions and IT
Specialists - Getonit Pty Ltd.
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Key Features of BROKER DATA
- Has an ability to handle all types of lending,
ie home loans, leasing, commercial and rural.
- Has an ability to handle aggregator business and direct business.
- Will systemize your business - How much more efficient and valuable will your business become?
- Complete Database System.
- Cashflow report, populated from commissions, manage your business from your finger tips.
- Marketing abilities - mail list, email list, birthday list.
- Commission tracking, including exception lists. Ability to populate and update commissions upon receipt of email spreadsheets.
- Complete Data Management System, completely integrated into software. Involves scanning of all your clients files and storing same in purpose built data storage facilities.
- Completely internet based software - access anywhere in world.
Key Questions to ask yourself
- Do you have a system at present that handles all
your business, ie aggregator business, direct
business? Do you have direct agreements, ie leasing,
home loans, commercial etc? • If the answer is no, how do you manage your business
efficiently? Do you track your commissions? How do
you make management decisions? Can you afford
another staff member or advertising?
- It is commonly accepted that the value of a brokers
business is two (2) times the value of the trail
income. How much more valuable would it be if it was
completely systemized? Maybe 2.5 - 3 times the
value of the trail income.
- How long has it been since you have been in contact
with your clients. If it is more than 3 months it is
considered that they are no longer your clients.
The marketing systems with BROKER DATA
allows you send newsletters (mail/ email), mail outs,
birthday emails, reminder letters nearing expiration
of loan etc.
- What happens if a fire occurs in your business
(heaven forbid), or a burgularly or vandalisim?
With BROKER DATA software, having all files
scanned and electronically stored offsite, you simply
buy another computer and plug in to the internet the
next day and away you go. With most broker
businesses, if these events occurred their businesses
would stop overnight or, at the very least, be severely
impacted…….Why do all major businesses use these
data storage facilities? Why aren't you?
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