Loading Directory...
Type a plain-English question or scenario, and our AI will match you with the right tools, categories, and articles.
Found 59 listings
Matching tools, products, and services
Deep dives, comparisons, and expert feedback
ActivePipe provides pre-built content, automated campaigns, and engagement analytics so brokers can maintain relevance, generate repeat business, and grow their business with consistency. In this review, Xavier Jones explains that brokers don’t need to reinvent marketing — they need the right tools and systems to automate communication and focus on client relationships.
In this episode of Broker Tools, we catch up with Ruth, founder of Stryd — a trail book and loan health check platform built specifically for mortgage brokers in Australia who want to stay on top of their loan book and engage in clawback prevention strategies. Stryd monitors every loan in a broker’s portfolio daily against live market data, surfaces the customers who need attention, and gives brokers the insights to act as their clients’ trusted adviser rather than their bank’s. This episode is a deep dive into why proactive customer retention is not an admin function — it is a revenue growth strategy — and how Stryd is building the infrastructure to make that possible for every broker in Australia.
Kaddim helps Australian Mortgage Brokers automate document collection, client communication, and file management. With templates, client portals, automated reminders, and upcoming OCR-powered file renaming, Brokers can dramatically reduce admin, speed up deals, and scale their business more profitably. Testimonial Donut then turns those great client experiences into powerful marketing assets through automated Google reviews and testimonials.
Listen to our conversations or follow our playbooks
In this episode, Cat Matson from Impactful Presenters explains her “Earn the Right” framework, allowing Mortgage, Asset Finance and Commercial Brokers to use their real stories, experience, and identity to communicate in a way that builds trust, creates connection, and makes them unforgettable in the minds of clients and referrers.
In this episode of Broker Tools, Sam Panetta from Broker Coach breaks down the "Art and Science" of content marketing. From identifying your "Competitive Edge" to the accountability of getting your "reps" in to build brand consistency. Sam explains how brokers can move from being unknown to becoming a leading authority of your niche
ActivePipe provides pre-built content, automated campaigns, and engagement analytics so brokers can maintain relevance, generate repeat business, and grow their business with consistency. In this review, Xavier Jones explains that brokers don’t need to reinvent marketing — they need the right tools and systems to automate communication and focus on client relationships.
In this episode of Broker Tools, we chat with Ekta from Great Creates — a gifting studio that helps businesses create memorable, meaningful client touch points through strategic gifting. This is not a conversation about branded pens and Christmas hampers. It is a conversation about how to use thoughtfulness as a genuine client retention strategy. For brokers who want to stay memorable long after settlement, build the kind of relationships that generate referrals without asking for them, and turn clients into advocates — this episode is essential listening.
Anthony from Fusemate shows brokers how to simplify and automate their business using Go High Level (GHL). From mapping workflows to leveraging automation, AI, and dashboards, brokers can free up time, improve visibility, and focus on growth. This episode is packed with practical steps that brokers can implement today
James Tuckerman from B2B School explains why authority, positioning, and content are now the real growth engines for brokers. By becoming known for one specific problem and repeating it across platforms, brokers can attract better leads, command higher trust, and build a business that scales through reputation rather than hustle.
Capture leads via your CRM, onboard clients using AI Automations, and track revenue growth with the right broker tools.
