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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.

Key Features of BROKER DATA

  1. Has an ability to handle all types of lending, ie home loans, leasing, commercial and rural.

  2. Has an ability to handle aggregator business and direct business.

  3. Will systemize your business - How much more efficient and valuable will your business become?

  4. Complete Database System.

  5. Cashflow report, populated from commissions, manage your business from your finger tips.

  6. Marketing abilities - mail list, email list, birthday list.

  7. Commission tracking, including exception lists. Ability to populate and update commissions upon receipt of email spreadsheets.

  8. Complete Data Management System, completely integrated into software. Involves scanning of all your clients files and storing same in purpose built data storage facilities.

  9. 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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