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Introducing Our 8-Week Kickstart Program

How 3,000+ Busy Brokers Like You Have Seen A Real Impact with BrokerEngine in 8 Weeks

“We’ve seen too many brokers invest in powerful software only to struggle with implementation, feel overwhelmed by the features and never realise the ROI they were promised. That’s why we created the Kickstart Program, to ensure every BrokerEngine broker can see a quick and meaningful impact on their firm’s operations and growth.”

“But We Don’t Have Time for This Right Now…”

We hear this constantly, and we understand it completely. You’re already working long hours, juggling client demands, and managing a growing firm. The thought of adding “learn new software” to your plate feels overwhelming.

Here’s what successful brokers have taught us:

The firms that grow sustainably aren’t the ones working the hardest, they’re the ones working the smartest.

Consider this:

  • How many hours do you currently spend each week on manual tasks that could be automated?
  • How much time does your team waste hunting for client information across different systems?
  • What’s the cost of a deal that falls through because something slipped through the cracks?

The Kickstart Program is designed for busy brokers.
Each week requires just 1-2 hours of your time. That’s less than most brokers spend in traffic each week. But those few hours invested upfront will save you 10+ hours every single week going forward.

You can’t afford NOT to make this investment in your business.

The Hidden Cost of Software Implementation Anxiety

You know the problems all too well. Clunky systems that don’t talk to each other. Manual processes eating up hours every week. Deals slipping through cracks. The constant worry that as you grow, you’re losing control and sacrificing quality.

You’ve researched BrokerEngine. You understand how our automated workflows, integrated systems, and proven processes solve exactly these challenges. The logic is clear, the ROI makes sense, and you’re ready to move forward.

But there’s still that nagging voice in your head:

“What if we can’t figure it out? What if it disrupts our current operations? What if we’re left to fumble through this on our own?”

And the biggest concern of all:

We’re already stretched thin… where will we find the time to learn a whole new system?”

Here’s the reality:

You can’t outwork your growth problem. This challenge won’t disappear by putting off a better system. The longer you delay, the more time you waste on inefficient processes, the more deals slip through cracks, and the harder it becomes to scale your business.

That’s exactly why we developed the BrokerEngine Kickstart Program.

Your Pathway to Transforming
Your Firm

Our Kickstart Program isn’t just about showing you where the buttons are. It’s a comprehensive 8-week journey designed to transform how your brokerage operates, ensuring you realise the full value of BrokerEngine faster than you thought possible.

Here’s what makes our approach different:

Built by Brokers,
for Brokers

BrokerEngine is built by brokers for brokers. We’ve onboarded thousands of brokers just like you, and we know the systems, the workflows, and the common challenges. Whether it’s setting up your tasks, migrating data, or mapping out how your team works, we’ll guide you through every step, because we’ve walked in your shoes.

Pre-Loaded with
Best-Practice Templates

Get hundreds of out-of-the-box workflows and email templates, built from years of real-world testing inside an award-winning mortgage brokerage firm. From lead capture to post-settlement reviews, every template is designed to reflect what actually works, not just in theory, but in practice. Use them as-is or customise them as you see fit.

Industry-Leading Response Times

When you have a question, you get answers. Our average response time is under 10 minutes, because we know that in the mortgage industry, time is money.

Seamless Integration with Your Existing Tools

BrokerEngine connects with thousands of apps through Zapier, so your existing software can work better together. Whether it’s lead capture, marketing or admin, automating the handover between tools makes your workflow faster, smoother and easier to scale.

Dedicated
1:1 Coaching

You’re not thrown into a group training session and left to figure things out. Every customer gets a dedicated Customer Success Specialist, your personal coach for the entire journey.

Proven
Methodology

After supporting 3,000+ mortgage professionals since 2015, we know exactly what works. Our structured approach eliminates guesswork and accelerates your path to success.

Your 8-Week Journey to
BrokerEngine Mastery

Kickoff

Ready to Grow YOUR Business

Foundation Setting

  • Sign Up to BrokerEngine – Your growth journey begins
  • Complete our questionnaire – We learn about your unique business needs
  • Account creation & login within 2 hours – No waiting around
  • Book your Kick Off Call – Your success journey officially starts

Why this matters:

We hit the ground running. While other software companies might take days to get you access, we understand that momentum matters in business decisions.

Week 1

Kickstart YOUR Success

Building Confidence Through Quick Wins

  • Kickoff Call with your dedicated coach – Learn the key features and configurations
  • Meet your Customer Success Specialist – Your ongoing partner for success
  • Complete assigned learning modules (2 hours) – Focused, digestible training
  • Submit your data for import – We handle the technical heavy lifting

The result:

By the end of week one, you’ll have your first “aha moment”, seeing how BrokerEngine can streamline your current processes.

Week 2

Know YOUR Stuff

Hands-On Application

  • Data import completed for you – Contacts, in-flight deals and settled deals seamlessly migrated
  • Targeted learning modules (2 hours) – Building on week one foundations
  • Feature-focused group sessions – Learn alongside other successful brokers
  • First practical application – Send your first document request through the system

The milestone:

You’re now actively using BrokerEngine for real client work, experiencing the efficiency gains firsthand.

Week 3

Refine YOUR Process

Customisation and Optimisation

  • Private coaching session – 2-week check-in to refine your workflows
  • Workflow automation refinement – Customise the system to match your ideal process
  • Define your customer experience – Ensure client touchpoints reflect your brand

The breakthrough:

This is where BrokerEngine stops feeling like “new software” and starts feeling like “your system” – perfectly tailored to how you work.

Week 4

Elevate YOUR Process

Innovation and Vision Realisation

  • Strategic coaching session – What’s missing? What’s your vision?
  • Custom solution development – We help you create what you need
  • Optional group sessions – Continue learning from the community

The transformation:

You’re no longer just using BrokerEngine – you’re leveraging it to elevate client experiences and create a competitive advantage for your firm.

Weeks 5-8

Transform YOUR Firm

Full Implementation and Mastery

  • Weekly check-ins with your coach – Continuous refinement and support
  • Process evolution – Adapt and optimise as you gain experience
  • Optional feature-focused sessions – Deep dive into advanced capabilities
  • Full system deployment – Unleash BrokerEngine’s complete potential

The outcome:

Your brokerage is now operating at a new level – more efficient, more scalable, and delivering superior client experiences.

Beyond 8 Weeks

Your Success Continues

The Kickstart Program is just the beginning of your relationship with our Customer Success Team:

Ongoing Support That Actually Works

  • Quarterly strategic check-ins: Ensure you’re maximising ROI as you grow
  • Daily feature-focused group sessions: Two per day, every business day
  • Direct calendar access: Book unlimited private sessions with your specialist
  • Comprehensive Knowledge Base: Hundreds of articles and videos at your fingertips
  • Learning Management System: Continue mastering advanced features

Real Results from Real Brokers

“As we have grown, we’ve found it more and more important to ensure we don’t sacrifice quality as we grow volume. BrokerEngine handles all the details so brokers can be more productive and clients can experience a better service.”

Leigh Deledio
UFinancial, MPA Top 100 Broker

“We needed a system that was going to be able to assist us in streamlining our processes while maintaining high quality. BrokerEngine freed up our growth bottleneck so we could continue serving new clients.”

Karli Martin
Frankli, Young Gun of The Year

Why Growing Firms Choose BrokerEngine's Kickstart Program

Accelerated Time-to-Value

While other software implementations can take months to show results, our customers typically see efficiency gains within the first two weeks.

Risk Mitigation

With dedicated coaching and proven methodologies, our structured approach minimises risk and maximises your chances of success.

Maximised Business Growth

Our structured approach ensures you’re not just using BrokerEngine, but leveraging it to drive real business growth.

Partnership, Not Just Software

You’re not buying software, you’re gaining a partner committed to your long-term success.

Ready to Experience
the Difference?

Don’t let implementation anxiety hold your growing firm back from the technology that could transform your business.

See BrokerEngine and the Kickstart Program in action.

Request a Demo
Join the 3,000+ mortgage professionals who've made BrokerEngine their competitive advantage.

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