01.
We found many brokers have a unique way of working and since leaders such as Trello, Monday.com, Wrike to name a few are all free rather than shoe horn you into our kaliban system we simply link you to their’s.
02.
You can't grow if you don’t measure.
Interative management information allows for breakdowns by lender, adviser or by provider. This tool allows you to measure the business and income both future and past.
03.
Your customers can pay your fees by debit card or credit card and of course once you request payment the system will chase even chase it until its paid.
04.
Funny enough not paying for this ground breaking technology was high on the brokers agenda. So we took that on board and gave you cost neutralisers. Put simply this is clever use of technology for the benefit of your end user. However, they don’t pay us for it – they pay you. Clients love it, brokers love it more
05.
You wanted the ability for clients to do their own medicals or for you to complete on behalf of the clients and then get the client to approve it. The interactive form means that it only expands when it needs to. The information is stored allowing you to revisit it.
06.
This in simple terms means it dosent matter if you open on a phone, tablet, computer or 60” screen the technology will work. The + means we use smart facilities so brokers can identify what clients have updated or changed with a single glance.
07.
This is slowing gaining momentum in the industry and through Iress we can offer the ability to pre-poulate mortgage applications with a number of lenders including Accord, Leeds, Aldermore and TSB.
08.
This is one of the first things we built and still loved by brokers. Request all your documents in 3 seconds and then let the system chase the client for you – reminding them that they have not sent them to you. Then manage them all in a single location.
09.
We know some brokers are charged the earth to build a website and then more to keep it online. For OptiBroker users you can choose a website from a template and modify any part of it to suit your needs. If you want 100% bespoke – no problem. The monthly costs for hosting is NIL as you host it on the same server as your OptiBroker system.
10.
AML regulations mean we have to do a two by two search on every client, coupled with Pep and Sanctions searches. With the press of a button you can do a Pep or Sanctions or ID search. If you are still unsure who you are dealing with – no problem use our inbuilt bio metric scanner for facial recognition.
11.
The communication portal allows you to send messages to your client which are not only secure but are recorded for your use later.
12.
If OptiBroker is not right for you, leave, all we ask is 30 days notice so we can ensure you have all your data before we close everything down. That’s right – IT'S YOUR DATA!
You should note this can only be done by the owner of the business, who passes a biometric scan.
13.
OptiBroker is a community for brokers, we want this system to be the best in the industry. The only way we can achieve this is by listening to input from our customers. So here is how it works – you send us an idea, we put it to the community for a vote – they say yes - we build it for free. If they say no we give you the option of building it for you. This way we don’t say no to an idea only you do!
14.
This is built onto the website and is for use by all OptiBroker members, you can chat to other brokers or us about your needs, ideas or concerns and you can talk to each other about cases and problems you may be having. We are all in this together and if we can make each others life easier that’s a good thing right..? This community allows for anonymity for the membership.
15.
Some blarger companies may like the concept of OptiBroker but want to take what they like and leave what they don’t. They may want to add different functionality or even change the whole thing - Not a problem – OptiBroker is built using micro technology and is cutting edge – if you are happy to pay for the changes we are happy to build it.
16.
Brokers said they wanted a simple system they could easily use, so that’s what we built. Now its not without its little quirks and to help you through this we have a training avatar. When you log on he will assist you with navigating the system. Of course we also have a big old manuel and a digital interactive guide, but in honesty 90% of brokers don’t need any help at all using the system.
17.
There are many different areas of the system which can be tailoured to you and your brand.
It's your customer, so they should know they are dealing with you. The system can be tailoured to your business and not the other way around - how's that for refreshing?
18.
You're on your own with this one, the great thing is with OptiBroker you will have the time to push those shares of Tetley up, either that or with all this extra time - grow your own business.
