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Work Less
Earn More

An efficient workflow allows you to spend less time in front of the computer and more time in front of leads.

Learn how I went from working 10 hours a day settling $1-2 million per month, to settling $4-6 million per month and knocking off work at lunch time.
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The Problem:

Before building The Perfect Workflow, I experienced the typical problems of any mortgage broking business:

  • I regularly lost clients that I had done a stack of work for
  • I spent most of my time chained to my computer instead of out in the community drumming up business
  • Important dates snuck up on me causing stress and an underlying anxiety that I wasn't accross every single deal
  • I was typing the same email dozens of times
  • My support staff made repeated mistakes
  • I suffered from Reverse Delegation Creep where I fixed mistakes rather than address why they occured
  • I wasted time and money subscribing to software that I thought would solve my problems
  • I would have to trawl through emails and backchannel messages to work out where a deal was at
  • I would forget to complete important tasks as they weren't documented

The Solution:

A customised workflow in your aggregator CRM that ensures attention to detail, maximum efficiency, ideal customer experience and maximised profits:

  • 34 stages ensuring file ownership, accountability and easy reference to see where a file is at in one glance
  • 46 Engaging Email Templates. Copy and paste into your CRM so you can send with a few clicks, or even automate
  • 44 Ultra-Detailed Task Templates with clear instructions on how to complete even the simplest of tasks
  • 86 Instructional Loom Videos you can embed straight into your own workflow
  • Dozens of Sales Document Templates. Consultation Worksheets, Finance Plan Templates, Post Settlement Strategy Reports
  • Automations. Explanations and demonstrations on how and when to automate email and task templates
  • Implementation support
  • Monthly Zoom sessions demonstrating udpates to the workflow and open Q&A
  • Private Facebook group membership to share productivity hacks

The Outcome:

A customised workflow within my aggregator CRM that ensures my business achieves maximum efficiency:

  • I never lose clients from lack of contact
  • I work on average 4 hours per day 
  • I spend most of that time talking to clients, leads and referrers, rather than doing the busy work 
  • Important dates never catch us by surprise
  • Communication is always in my voice and templated, taking a couple of clicks to send 
  • My admin staff complete tasks exactly how I want them to be done, every single time
  • I never have to rework tasks completed by admin
  • I got rid of unneccesary subscriptions and use my aggregator CRM for almost everything
  • I can pinpoint where an application is at and what needs to happen next just by looking at which stage it is at
  • I rarely have clients call me asking for an update
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Stages

Why most workflows don't have enough stages
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Tasks & Reminders

Delegate effectively and never let a client slip through the cracks
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Emails

Be real. Educate. Cover your ar$e
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Sales Documents

Why compliance docs are not sales docs

Join Us Today

Ready to take your mortgage broking business to the next level?

Join us and start your journey toward unparalleled efficiency and success.

BROKER WORKFLOW NERD

Meet Dave Hirst

Dave is an experienced mortgage broker with a background in education and a passion for simplifying the complex world of finance.

While building his own business, Dave became frustrated with the disjointed processes and workflows that wasted his time. This frustration ignited an obsession with developing streamlined processes and workflows, not just for himself, but to help other mortgage brokers grow their businesses too.

Dave is more than just a finance expert—he’s a teacher at heart. He’s dedicated to educating his clients and colleagues, ensuring they have the knowledge and tools they need to succeed.
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