I have been developing an in-house CRM system for Peach Financial Group since 2002 using FileMaker Pro. We wanted a system that was independent of their aggregator, which made life much easier when they moved aggregators in 2007. Around that time I released a free run-time stand alone version named Agent86 which has been used enthusiastically by a few brokers since then – just ask Laurie Gardner at NoFuss Home Loans in Melbourne.
The system has developed significantly since then as new versions of FileMaker have come onto the market and with the release of FileMaker 12 I have released KeyRelations V 5.0 you can now host the application on your desktop and share with up to 9 other users including iPad or even iPhones using a free FileMaker Go app.
To the best of my knowledge this is the first fully mobile, full featured CRM for mortgage brokers in Australia.
There is no need to sync devices, all you need is access to wifi or 3G mobile and you are accessing the full client database live just as if you were in the office. With the iPad version some of the reports don’t work, so you may need to get back to the office to use the automated email generator – this produces product information, credit guide, proposal and quotation and even a needs assessment if required. Of course it logs that these have all been provided and even logs when they are returned.
Imagine being able to walk into a clients office, update their scenario and portfolio, scan all of their documents including ID in excellent resolution and then using the optional KeyPanel app you can select products based on fitting the individuals criteria and compare actual cost of home loan over whatever period you like and make a recommendation – on the spot.
The CRM system is a full back office and customer contact system with retention of all email and phone contact summaries, commission tracking (subject to data availability from aggregator) and NCCP compliance. The best thing is that for a small office the costs are very low with FileMaker 12 available for $379 per desktop installation and FileMaker Go 12 for iPad completely free. You can even share your CRM over the web with up to 5 users absolutely free (some limitations on reports etc) – we don’t recommend this unless you are running a secure web server environment .
For a small one or two man brokerage Installation and training ( 4 hours virtual) costs only $750 one off with no ongoing fees, updates will be made available to use at your discretion.
If you have a group the system can be hosted ( from $59 per month) and each user can access the system from their office or home or laptop or iPad. Call me to discuss your needs and I will give you a firm price.