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I have just had my own system built for me.
A few things I wanted:
Simplicity - I can enter a client and mortgage in 15 minutes. I looked at loads of systems. This is one job we have to do but earns us no money, it should be quick.
On the back of entering a clients name/email address/fee - I can generate our terms/fee agreement at the click of a button and send it out and they can sign up to the portal.
Click of a button generates a fully finished suitability letter.
Run reports for the FCA returns - admittedly I do not have this boxed off yet, its a little complex but I have some of it done. Its on my list of jobs.
Click of a button generates an invoice.
I have a dashboard where I have my pipeline, I can filter my cases by stage and adviser. I can see how much I wrote and completed month by month and it tells me which cases are coming up for renewal in the next 6 months. I did this to get rid of my spreadsheet.
Thats it.
Nothing fancy, just do the basics, do it well and simple. I hate doing admin so I want to spend as little time as possible doing it.
Looking at your website I dont know how good/bad your system is. All I would say is the pricing would put me off a little but I can be a bit tight.
- Why are you limiting client numbers? 250 clients could be 125 mortgages which maybe 2 years worth of clients. I have been putting our clients from the last 3 years on the system (not finished yet) and I am at 350. So your basic plan is not really of much use to anyone I dont think.
- Your next plan is £199, thats a bit pricey. Its double the lowest plan, thats a big old jump. Which then doubles again to the next one but that comes with 5 licenses. I think most brokerages have less than 5 people.
IF I was still looking, your pricing would put me off getting in touch personally.
