Systems
A system joins our four products around one kind of business. It is built in your own database, so the system and every record in it are yours.
Book a free consultationHow a system works
Helm, your personal AI assistant, is the only one you speak to. Behind it, three systems run your office and keep Helm up to date.
Our systems
Each system is designed around how one kind of office works, then shaped to yours: your stages, your forms, your words.
Mortgage and insurance brokers
From the first enquiry to the funded deal. New enquiries are followed up, documents are filed as they arrive, clients are reminded about what’s missing, and you can ask about any file.
Your kind of business
Tell us where the enquiries come in, where the paperwork piles up and who does the chasing. That is how Broker Desk started.
Book a free consultationA day with Broker Desk
Your morning brief: three new enquiries overnight, two files waiting on documents, one deal closing this week.
Each new enquiry gets a reply from your own email, and its follow-ups are set.
A payslip arrives by email. It is renamed, filed to the client’s folder, and the checklist moves to 7 of 8.
A reminder goes to the client for the missing bank statement.
You ask Which files are still missing documents?
Helm checks Harbour and lists them.
Helm needs the office policy on late documents. Lighthouse finds it, page and source attached.
Yesterday’s enquiry replies to its follow-up, and the lead moves to Documents.
Every system
It runs in your own database and accounts. We never hold your client data, and the access we use to look after it can’t read it.
Built around your stages, your forms and your words, not a template you have to work around.
We look after it, improve it, and send you a plain note every month on what it did.
In a free consultation, we’ll look at where your time goes and show you the system that fits, or the one we’d build next.
Book a free consultation