Optimising Your Brokerage: Workflow Tips for High Performance

Every brokerage has its own unique processes and methods that work best for its owner and staff. However, there are some ways to optimise workflow that can help you improve your operations.

High-performing brokers build their business around the customer. They have a clear picture of what their business stands for, what its mission is, and how it delivers an exceptional experience to clients.

When it comes to creating workflows that delight your customers a solid foundation of technology is crucial, but finding the right tools and staff can be a challenge.


Here are some tips from top-performing brokers and experts on how to streamline your brokerage’s workflow for maximum efficiency and success.
  1. Write out your processes
    Sole traders who work on their own can often recite every step of their process from memory, but many don’t write it down. This can lead to confusion and inefficiency as the business grows and new staff are brought on board. Hussain Mufti of Mufti Finance suggests writing down your processes as you go, even if they change over time. This will help you evaluate their efficiency and make improvements, as well as serve as a manual for new team members.
  2. Understand your clients’ behaviour
    Data-driven insights can help you refine your workflow and focus on the most important aspects of your business. According to Them Lam, General Manager – Aggregation at AFG, understanding your business fundamentals through analytics is crucial for a high-performing broker and brokerage. Analytics can help you track your pipeline, cash flow and customer demographics, allowing you to make better business decisions. AFG even uses AI and machine learning to predict when a customer is at risk of leaving, so you can take action to retain them.
  3. Invest in the right support
    There’s no one-size-fits-all solution, but high-performing brokers offer valuable lessons. Kyle Manson of CFC Finance, emphasises the importance of having the right support in place. Whether that means hiring a team of experts or utilising the latest technology, investing in the right tools and resources can make all the difference in streamlining your workflow and achieving success.

Optimising your brokerage’s workflow is a vital step in achieving high performance and success. From writing down your processes, to utilising data-driven insights and adapting your offerings, to investing in the right support, these tips from top-performing brokers and experts can help you streamline your workflow and achieve your goals. Remember, an airtight workflow begins with one step, so start taking action today to optimise your brokerage’s operations.


Want more tips and insights?

Download our guide to Customer Experience and Workflow Optimisation to help you build scalable workflows and create customer experiences that drive repeat business.

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