Our Methodology
Our Methodology explains how BrokerTools operates and the questions we ask. Walkthrough our People, Process and Technology framework, and how it connects to Reporting & Intelligence, Retention and Clawback Prevention. We go beyond Market Intelligence and Software Comparison to provide Workflow Intelligence — mapping how work moves through Mortgage, Asset and Commercial Finance businesses to make growth feel automated.
We solve practical business operating questions.
BrokerTools helps brokers understand the people, processes and technology involved in the way they work — and identify opportunities to automate, simplify or improve those workflows. We start with practical questions.
People
- Who is on your team?
- Who is responsible for each part of the work?
- Broker
- Assistant
- Processor
- BDM
- Outsourced support
- Service provider
- Technology (AI agent)
- Aggregator
And then: who needs to do what, and when?
Process
We look at what actually happens when work enters your business. For example, if a lead came through your business today:
A. What data do you collect?
What information do you need at the beginning?
B. Where is that data stored?
CRM? Spreadsheet? Email? Application platform? Someone's head?
C. How do you follow up?
Who follows up? When? How do they know it's due?
D. Where does the client go next?
What system, person or service receives the information?
E. What happens if they get stuck?
How do you know? Is there an alert? A task? A report? Or does someone simply notice?
F. What is repetitive?
Is there a process where someone is effectively doing copy → paste → copy → paste? Can it be automated? And if it can't — why not? Sometimes the answer is that the human needs to remain in the loop. That's important too. Automations & AI isn't about removing people from every process. It's about making sure people are spending their time where they're actually needed.
Technology
Then we look at the technology supporting the workflow.
- What system does what?
- What talks to what?
- Where is information duplicated?
- Where does information stop moving?
- Where does someone manually transfer information from one system to another?
And critically: what is the handover between people, process and technology? That's often where workflow problems become visible.
Reporting & Intelligence
A workflow isn't finished just because the task was completed. We also ask: how do you know what's happening? What are you tracking?
- Leads
- Conversion
- Follow-up
- Pipeline
- Applications
- Settlements
- Turnaround
- Outstanding tasks
- Client activity
- Referrals
- Retention
- Revenue
- Clawbacks
And: can you actually see the state of the business?
Retention & Clawback Prevention
We also look beyond the initial transaction. What happens after settlement? How are clients retained? How are annual reviews managed? How are referral opportunities captured? What prevents clients from disappearing? What systems are in place to identify potential clawback risk? Because growth isn't just about getting the next lead. It's also about protecting the business you've already built.
Our Focus:
Make Growth Feel Automated
We live in the world of Workflow Automation and Market Intelligence for Mortgage, Asset and Commercial Finance Brokers. Our focus is how work moves between People, Process and Technology.
We don't create the rules.
Instead, we implement systems, services and automated workflows that help businesses navigate those requirements and meet their operational needs.
What happens as a broker depends on governments, aggregators, and sophisticated bank and private lending systems that are constantly changing. Understanding and advising on those requirements is outside of our services.
How to choose a mentor or aggregator depends on the individual broker, their business, their circumstances and their priorities. If you need help making those decisions, speak with a broker coach or the relevant industry professional.
BrokerTools is here for anything related to:
- Marketing workflows
- AI agents
- CRM design
- Client onboarding systems
- Follow-up automations
- Data flows
- System integrations
- Process mapping
- Workflow optimisation
We're not here to tell you how you should run your brokerage.
We're interested in understanding how you currently run it — and then asking:
- could this work better?
- Could this be connected?
- Could this be automated?
- Does a person actually need to do this?
- And if they do, are we giving them the right information at the right time?
We're Building a Map, Not a Leaderboard
BrokerTools doesn't rank or compare aggregators.
We don't determine which business model, lender, aggregator or industry pathway is best for you. That's what your industry body, mentor or broker coach is for.
We map the people, processes, technology and services around the broker so you can better understand what's available and how those pieces might fit together.
Our industry knowledge is informed by brokers, coaches, service providers and software providers, alongside our own research and experience.
How BrokerTools Makes Money
BrokerTools is not a “pay-to-play” advertising model.
We don't sell better rankings, favourable reviews or preferential placement.
We may generate revenue through partnerships, referrals, affiliate arrangements, paid projects, services and other commercial relationships.
Where a commercial relationship is relevant to what we're presenting, we will disclose that to you.
A commercial relationship doesn't mean we consider a provider the “best” option.
We're building a useful map of the ecosystem — so you can decide for yourself what is “best” for you.
If you have a question about any of the people, process or technology on our platform, please contact us. We'd love to hear from you.
Make growth feel automatedwith Broker Tools workflows.
Browse the directory and compare software or services made for the Mortgage, Asset or Commercial broker in Australia. Need help to uncover the ideal tech stack for your workflow and growth goals? Work with us.