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Keep Your Customers In The Palm Of Your Hand

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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.

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What Sets Us Apart From The Rest?

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How It All Works

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Transform a complicated process into a problem-solving solution

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How Will BrokerIQ Benefit My Business?

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

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Jim Smyth

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Mortgage & Insurance Broker, Firm Principal

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

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Aaron MacElhinney

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Smart Mortgages, founder

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

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Testimonials

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Maximise Customer Retention Today

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