Examples
ONE CLIENT.THREE REQUESTS.
Follow Callum and Mia Brennan from the first meeting to a better rate two years on. Each step is one message from you. Walter does the admin across your systems and waits for your OK before anything reaches a lender or a client. The Brennans are made up.
- 1
Monday, after the first meeting
THE PROPOSAL,SAME DAY.
The deal, today’s lender rates and your template, turned into a PDF and an email waiting for your OK. The Brennans have it before they’ve had time to ring another broker.
A broker asks Walter for a lender proposal for Callum and Mia Brennan. Walter reads their fact find in BrokerEngine, compares lenders for their situation, writes the proposal on the brokerage's template, saves it as a PDF and drafts an email with it attached, which the broker sends.
New chatAsk anything
- 2
Wednesday, they said yes
LODGED WHILE YOUTAKE THE NEXT CALL.
Payslips, statements and history pulled together, CommBroker filled in from your own Chrome, and a note to the Brennans in your words. Walter asks before it submits.
A broker asks Walter to get the Brennan refinance into CommBroker and update the clients. Walter reads the deal in BrokerEngine, finds Callum and Mia in HubSpot, pulls their payslips and statements from Outlook, checks seven years of history in the brokerage's database, puts the application together, fills in CommBroker in the broker's own Chrome and asks before submitting, then drafts an update to the clients that the broker sends.
New chatAsk anything
- 3
Two years later
KEPT BEFORE THEYSHOP AROUND.
Their fixed rate is ending. Walter spots it six weeks out and lines up a better rate, so the Brennans stay with you instead of rolling onto the revert rate.
A broker asks Walter who is coming off a fixed rate in the next 60 days. Walter finds the Brennans in BrokerEngine, compares what they could be paying, asks CommBank to match the best rate through CommBroker after the broker confirms, then drafts a note to the clients that the broker sends.
New chatAsk anything
Your brokerage
WHAT WOULD YOUHAND OVER FIRST?
Tell us the work that eats your team’s week. We’ll show you what Walter does with it.
Book a chat
TELL US ABOUT
YOUR BROKERAGE.
No pitch deck, no pressure. Tell us roughly how your team runs and where the hours go, and we will come back with where Walter would take work off them first.