systems and processes

All brokers want to know the answer to this age-old question: What makes one broker better than the next? If you ask us, it all boils down to something we like to call the broker’s rhythm. So the follow-up question is usually, “what is the broker’s rhythm?”  Is it their process? The way they provide [...]

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The results are in: the Allianz Risk Barometer 2022 has labelled cyber attacks as the number one threat to businesses across the globe — and your brokerage is no exception. Cybercrime has risen by 13% since 2019 and shows no sign of slowing down, so it’s time to get in the know about protecting your [...]

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As a mortgage broker or loan writer, you’re dealing with an unprecedented number of clients, increased client expectations, more compliance conditions than our industry has ever seen and the emergence of digital lenders….it can all be a little overwhelming. Especially if you are yet to embrace technology as your friend in business.  Firstly, let’s put [...]

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