The Perfect Workflow
Everything you need to turn your aggregator CRM into an automated productivity machine
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What's in the box?
34 Stages
All 34 Stages designed to have one delegate responsible for each stage
46 Engaging Email Templates
Copy and Paste into your CRM so you can send authentic emails in just a few clicks or even automate them
44 Ultra-Detailed Task Templates
Extremely descriptive instructions on how to complete every single task in your business
86 Instructional Loom Videos
If the detailed task templates weren't enough, embed these Loom vidoes into your workflow showing your admin how to complete every single task step by step
Dozens of Sales Document Templates
Consultation Worksheets
(Word, PDF and reMarkable)
Finance Plan Templates
Post Settlement Strategy Reports
(Word, PDF and reMarkable)
Finance Plan Templates
Post Settlement Strategy Reports
Automations
Explanations and demonstrations on how and when to automate email and task templates
All the customisations your CRM needs to save you hours on every deal
Sensible Stages
The right number of stages with no responsibility overlap. One person responsible for each stage means accountability is simple.
Email Templates
Pre-written, customizable email templates designed to engage and inform clients at every stage of the mortgage broking process.
Tasks and Reminders
Automated tasks and reminders to keep you on track, ensuring you never miss a crucial follow-up with clients or prospects.
LOOM Videos
Comprehensive video tutorials that demonstrate how to implement each step, providing clear and visual instructions for seamless execution.
What this directory will do for you:
Close Workflow and CRM Gaps
Many brokers know their workflow and CRM systems are not optimised, leading to inefficiencies that eat into valuable time. We help you automate your entire workflow freeing you from the stress of missed opportunities and forgotten tasks.
Delegate Effectively & Effortlessly
Our detailed task instructions and comprehensive training videos ensure your admin staff or virtual assistants are well-equipped to handle tasks efficiently. Say goodbye to reverse delegation creep and focus on what you do best—closing deals.
Avoid Misguided Solutions
Stop wasting time and money on external software that doesn't solve your problems. The Perfect Workflow will show you exactly how to maximize the potential of the CRM you're already paying for, eliminating the need for additional subscriptions and reducing data entry tasks.
Save Time & Labour
Customizing workflows can be daunting. That's why The Perfect Workflow comes with the exact templates you can copy & paste. As an added bonus for Connective brokers, we can clone the entire workflow and install it in your Mercury CRM in one click saving you hours of manual labour.
Brokers who implemented the directory says
Prior to engaging with Dave to implement his workflow, my workflow was all over the place. There was no structure to my business and process, it was all done ad hoc.
Troy Powell - Mortgage Broker
Since implementing the new workflow, it has given my business a streamlined process and whilst it does take time to get used to, this workflow will assist me in scaling the business and with all the Loom videos, this has helped my VA and will assist further staff members moving forward.
We guide you every step of the way
Frequently asked questions
1. Don't aggregators provide a workflow already built into the CRM?
Yes they do, but it is usually pretty basic. Not enough stages, vague task descriptions, boring email templates and minimal in-built reminders and automations means most brokers rely on other software to track their deals.
The Perfect Workflow guides you in customising your aggregator CRM to plug these holes and get rid of those extra subscriptions.
The Perfect Workflow guides you in customising your aggregator CRM to plug these holes and get rid of those extra subscriptions.
2. What do I get when I buy The Perfect Workflow?
Pretty much everything you need to create a killer water-tight workflow in your aggregator CRM. All 34 stages of the perfect workflow including email templates, task and reminder templates and Loom videos demonstrating how tasks are to be completed. We also provide templated Finance Plan and Post Settlement Strategy reports you can customise and send to your clients.
3. How long does it take to implement?
I built my workflow over several years and it literally took me several hundred hours from beginning to end. In fact, I'm still working on it, trying to milk every last drop of efficiency out of my CRM.
When you purchase The Perfect Workflow, the really hard work has been done for you. You will still need to spend some time customising your CRM by copy and pasting from the portal, but we are talking several hours, compared to several hundred hours.
When you purchase The Perfect Workflow, the really hard work has been done for you. You will still need to spend some time customising your CRM by copy and pasting from the portal, but we are talking several hours, compared to several hundred hours.
4. Is this a subscription?
No. When you buy the Perfect Workflow, it is yours. You pay once, and that's it. You will have access to this online portal for as long as you need to fully customise your aggregator CRM.
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