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My evolution from broker to referrals software creator – Graham Wilson

by: Graham Wilson, director, TrackerHub
  • 23/01/2019
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My evolution from broker to referrals software creator – Graham Wilson
When I began my journey as a broker in 2011, I quickly learned that being self employed meant that each month I am no longer guaranteed a salary from the bank I had just literally left and that finding business and leads were purely down to me, myself and I.

 

 

Across 2011 – 2013 I began to network heavily and call into estate agents, solicitors and accountants as I knew that they were a vital source for leads. The general feedback was that they either had or didn’t have an adviser, or they did but he or she never kept them up-to date with case feedback or remuneration for completed mortgages and/or protection.

This was therefore a great way to get my feet under the table and so I started to design and email out example emails containing a snippet of a spread sheet with client names, stages at which the cases are up to (eg. survey, offer, completed) along with the name of the individual referrer, branch and monetary value of cases.

The very first agent loved it and said that they had never seen an update which was easy to read with up to the minute details, which meant that they could easily update their system and therefore they knew exactly where referrals were up to week by week.

From this, I built further connections as I perfected my feedback tracker system across 2013-2018, which was very manual at the time, and later moved to online spreadsheets which could be shared as ‘view only’ and I managed to track and gain further momentum across multiple estate agents and businesses.

From last year (2018) and with the volume of introducers growing substantially I decided to move forward with the joint venture, developing a system that could do all of the above previously mentioned and more, which TrackerHUB now offers.

I can confirm that new features are being added almost daily while the demo is being tested with selected broker firms across the UK.

 

The concept

 

The system is derived from my original idea, which is to provide the introducer with a dashboard with real time data showing the introducer or individuals exactly how cases have progressed with auto emails that drive them back to your branded TrackerHUB system.

Referrals can also be sent via their own dashboard direct to the associated adviser, meaning that client details are safe under GDPR. The system even accounts for when advisers are on holiday and can even temporarily redirect leads to other nominated advisers meaning that no leads are ever lost as everything remains on the system until it is moved forward.

My other thought was to provide a BACS report which the referrer could search and pull off a BACS statement at any time within a financial year, whilst offering analytics about succession and to highlight any training needs.

 

Creating the paper trail

 

Self-employed advisers can also use the built in business register and auto invoicing which has also become very popular among brokers currently trialing the system. We have built in an authorisation tool for companies to use when they authorise a file via TrackerHUB, which allows the adviser to produce an invoice.

My views are that introducers play a key role in the broker market and our aim here at TrackerHUB is to bring brokers and introducers together under one unique tracking platform.

We are also working on a TrackerHUB IOS and Android App, as well as a refer a friend plug in for adviser websites.

This will be able to offer the ability to track personal referrals and offer automatic email updates along with remuneration by way of vouchers, cash or charitable donations which the referrer can annotate at the very start of the referral.

Referrals are very precious and could account for lost revenue, which is why I strongly believe that the broker market is in need of another system like ours to bridge the gap between the financial world and the consumer.

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