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.
Multiple secure communication channels
directly to your customers.
Our two way chat function and frequent messaging, increases customer retention.
Efficiently ready for retina devices that
screen have higher models.
Helping you to maximise your business success.
Transform a complicated process into a problem-solving solution
Connect with your clients effortlessly through app based technology. Maintaining the personal connection.
Automate your processes to save admin effort with automated renewals and review notifications. Send bulk communications to selected clients. Automatically keep track of client communications.
Keep in front of your clients with communications via secure 2-way in app chat, push notifications and voice/video messaging technology to improve retention rates.
The Customer Engagement Platform that connects you directly to your clients 24/7