#broker-productivity

Articles tagged with #broker-productivity

Your CRM has live buyers in it. You just have not spoken to them in 90 days.
At some point in the last three months, a lead came in that did not convert immediately. Maybe the timing was wrong. Maybe they were not quite ready. Maybe they said they would be in touch and then we
May 25, 20264 min read
Why mortgage brokers spend more time chasing documents than advising clients
At some point in the first week of almost every mortgage case, the same thing happens. You send a message asking for payslips, three months of bank statements, proof of deposit, and photo ID. The clie
May 12, 20265 min read1
The Friday evening lead that buys from someone else on Monday morning
It comes in at 6.43pm on a Friday. A first-time buyer, referred by a friend, ready to move. They've found a property. They have a deposit. They want to know if you can help. You don't see it until Mon
May 6, 20265 min read3

#broker-productivity - SwitchToAI Blog — AI Automation for UK Businesses