The Growth Series

The Complete Tech Checklist for Brokers

In a world that is getting more digital by the day, it feels like there is a constant influx of new tech to contend with for brokers. This is especially important as the demands on mortgage brokers have changed and increased in recent times.

To help clarify things, we’ve put together an easy-to-use checklist to help you know exactly what tech you actually need.


Tech for brokers:

These are the key pieces of technology that brokers will need to adopt to succeed in an increasingly digital landscape.



  • As people spend more and more time online, a good business website has become paramount to success. And these days, good doesn’t just mean pretty.

  • A good website should enable buyers to answer common questions and self-serve to a degree. It should also make getting in touch feel easy and natural.

CRM (Customer Relationship Manager)

  • Businesses that use a CRM are better able to gather and store important data, to make data-driven decisions, and to respond quicker to leads.

  • A CRM also holds client information that can help with marketing and retention strategies, making your teams more effective.

Read more: How to make winning decisions using data


Video calling

  • Industry experts suggest that we will continue to use video calls as part of business-as-usual throughout 2021 and beyond. This new way of meeting may not replace face-to-face encounters entirely, but they will form an important part of business going forward.


  • Automating processes, regardless of business area, needs to be a top priority for brokers. The frequently changing lending criteria, the rapid response times demanded by clients, and the increase in demand due to government initiatives mean that brokers will continue to be busier and busier.

  • Automation can both alleviate the stress of an increased workload and remove instances of human error, increasing overall efficiency.

Read more: Automating business processes - a beginner’s guide


APIs (and integrations)

  • As we begin to gather, store, and utilise more data to make decisions and improve processes, ensuring that the data can be accessed from a central location is important.

  • APIs and integrations can help bring data from disparate applications and platforms into one place. This helps keep your data integrity high and makes it more easily harnessed.

Tech to pay attention to:

In addition to the technology that brokers will need within the business, there are also tech changes happening throughout the industry. Increasingly lenders are updating their platforms and processes as well. 

Things like using document upload functions instead of emailing documents to lenders can help create smoother, more efficient processes that help brokers get more done. If lenders that you are working with have changed their processes to allow for automation, it makes sense to take advantage of that. 

Similarly, there are more ways to digitise important documents. There are even digital ID verification tools available now that can make it easier and faster for clients to get ID and documents to you.

Learn more: Podcast #46 - Data insight part 1

The technological landscape will undoubtedly continue to change going forward, so it’s important to stay as up-to-date with the latest advancements and changes in the industry. Keeping an eye on the future will help ensure that you are better prepared to grow.


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