Choose Optibroker For Your Business Digital Needs
Optibroker - A customer relationship Management tool which will tick all of your boxes. Optibroker is a fully interactive Mortgage and Insurance software platform developed in conjunction with mortgage advisers for mortgage advisers
Value That Drive Success
- 01- TRANSPARENT
- 02- RESPONSIVE
- 03- IMPACTFUL
Customization Optibroker Platform
The future is digital, there’s no doubt about it. At Optibroker, we believe that each digital touch-point is an opportunity to create meaningful interactions and build a mutually beneficial connection between an adviser and a customer.We know that when you communicate with your customers you want to do this is a certain way – YOUR WAY ! so we made Optibroker so it can adapt to your requirements and the message you wish to deliver. That’s right opti broker will mould around your business and not the other way around.
Want to follow up to your clients and know how you are doing or what they think of you ?.
Have your own individual survey to measure what is important to you.
These communications can also be personalised to firm or even broker level, if you don’t have time, once again you have some off the peg options ready to go. It should be noted any one of these can be switched on or off by the adviser.
These events include :
- Mortgage renewal: Clients get emails 6, 5 and 4 months before the mortgage is due for renewal
- Building and contents renewal: Clients will get automated quotes every year on renewal
- Income protection: If they purchased – an automated email is sent to say please send in last years income figures so we can review this for you.
- If they did not buy it from you : the system will personalise a quote and let the client know how much it will cost should they want to reconsider
Life and critical illness the system will personalise a quote and let the client know how much it will cost should they want on an annual basis.
Opti broker have introduced indicative quotes for life and G I to give you a starting point for your conversation. However, to give you a middle and end we also provide a full client analysis, going off to the risk calculator to see likelihood to claim, explaining what financial provisions are in place for clients and of course providing multiple quotes.
Now we worked out the above average adviser can get this all together and put in a personalised report in 30 minutes, with Optibroker ANY adviser can do it in 3 seconds.
What Do They Think?
Want to follow up to your clients and know how you are doing. You can have your own personalised survey.
management information is collated to reflected how your customers truly feel about your advisers and business.
Our integrated Partners Include Optibroker Partners
Different mortgage advisers like different systems even in the same firm, we found many worked with more than one provider– so we have given you the tools to source with any of the top three companies, your Opti broker system is fully integrated with Trigold, Mortgage Brain and Twenty 7 Tec.
Well most of the advisers we spoke with liked the exchange or I pipeline, so we integrated with them both. However, not content with simple integration we added a number of sales functions to aid you in the process.
We currently seamlessly integrate with both of these providers allowing you a greater choice and the option of presenting the quotes from each or both should you wish.
we combined this with a sales functionality allowing customer to get their own quotes as well as auto renewal quotes without any input from you the adviser.
Brokers seem particularly keen to have the ability to collect fees or money from clients so we incorporated the stripe payment facility. This allows you to create your own payments account and of course request payments through the Optibroker system –However, we don’t just leave it at requesting payments, if the customer forgets or is slow to pay we give them a text an email reminder every so often. I say every so often as you decide for every customer how often this will be.
Linked into the communication part of the portal you can set meetings with your client through any of these chosen methods. As always the choice is yours, and if you change your mind no problem we just switch it across to a different provider.
Text and Email Facilities
We integrated with the text provider to ensure a clear path of communication with your customer over an above an email. As consumers we may not always be near our computers but usually our mobile phones are not far away. The text message facility is a fantastic one to relay messages to your client. The system has an automatic message facility to chase documents, payments, or you could simply just say happy birthday.