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The Customer Engagement platform that connects you directly to your clients 24/7
Engage - Automate - Retain

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Keep Your Customers In The Palm Of Your Hand

Created by brokers, for brokers, we are the Only customer engagement tool in the market who have designed an app to save time, retain clients and automate their processes – keeping you in front of your clients.

 BrokerIQ is the convenient Customer Engagement platform built specifically for mortgage and insurance brokers to communicate and share documents whilst giving clients a place to upload and access all of their financial data – all in one digital wallet.

No more waiting for your clients to check, read and reply to emails. Our brand-new 2-way chat function allows you to send real-time messages right into the palm of their hand. The platform enables clients to upload and store their important documents securely and effortlessly.

You are already one step ahead by using BrokerIQ.

What Sets Us Apart From The Rest?

SAFE AND SECURE

Our system is securely hosted in the cloud. Your data is safe.

MAXIMISE CLIENT RETENTION

Our two way chat function and frequent messaging, increases customer retention.

LOW COST

Our SaaS model provides a cost effective solution for your customer engagement needs.

MAXIMISE SUCCESS

Helping you to maximise your business success.

How It All Works

Transform a complicated process into a problem-solving solution

ENGAGE

Connect with your clients in a personal way with in app chat and branded notifications.

AUTOMATE

Streamline your processes with automation. Make sure you never miss a mortgage renew or policy review again.

RETAIN

Keep existing clients engaged by providing a personalised experience with branded video messages and voice messaging technology.

How Will BrokerIQ Benefit My Business?

The Customer Engagement platform that connects you directly to your clients 24/7

  • No more clients slipping through the net - We are on it.
  • No more re-entering data and re-uploading documents - Sorted.
  • With BrokerIQ your customer relationship is nurtured forever.

Jim Smyth

Mortgage & Insurance Broker, Firm Principal

“I can recommend Joanne to any Broker that is wanting to rebuild relationships with clients, retain clients and reduce admin.”

Aaron MacElhinney

Smart Mortgages, founder

“My experience with BrokerIQ has been very good. Joanne and the team have been fantastic.”

Testimonials

“We have watched the BrokerIQ platform develop in line with the needs of our service.”

Simon Smyth
First Stop Mortgages

“Since using the Broker IQ System we have been able to engage with clients more frequently and much more securely. With the Broker IQ system I am able to get notifications from the app when a clients is due giving me the opportunity to get in touch with clients and get their deal renewed. It looks very professional and keeps our business up to date with able to get their information in a matter of seconds.”

Jonathan Cowan

Being a broker, the transfer and storage of documents, being able to communicate with our clients is so so important. Broker IQ enables us to do this easily and our clients love it! Very happy with it.

Crane Financial

Broker IQ is a great way of staying connected with clients on an ongoing basis. It is useful for the clients to have all their policy documents on the app to access whenever they need them. Joanne delivers excellent customer service and is always very helpful.

Kerri Mc Crossan Bsc (Hons) CeMAP

Maximise Customer Retention Today

Book a demo now