Every deal runs on communication. From the first quote to settlement, brokers are constantly chasing documents, answering questions and keeping clients in the loop. Comms Hub, built into AFOS, puts you in control of those conversations, and our latest release makes it more reliable and flexible than ever.

One place for every customer conversation

Comms Hub is designed to handle both sides of broker communication. There’s the transactional messaging that happens while you go back and forth with a client on a deal, and there’s the marketing you send to your wider database to win repeat and referral business. Comms Hub brings both together, so you can manage every customer touchpoint from the same platform you use to write deals.

Optimise’ head of growth Ahmad Elmustapha said “Comms Hub is just another edition to Optimise Aggregation, that speeds up deals for our broker network. It’s the little repetitive things that chip away at a broker’s time.
“One of the features we’ve received the most feedback on since Comms Hub release is the ability for a broker to nominate their favourite documents, so they automatically send with every application email. That means fewer clicks and less searching.”

With a large aggregation group like Optimise we get a huge scope of requests from different brokers for how they want to talk to their customers. Elmustapha added “We’ve developed the ability for brokers to send tailored SMS. Some of our brokers prefer to tailor an SMS to customers while some prefer templates. A broker knows their customer best and we’ve given them the ability to do that.

MMS support for busy customers

Not every client has time to log in and upload a document to their portal. Customers can now send photos directly to you by text message, making it easier for busy clients to get you what you need and keep their application moving.

Coming soon: your own marketing campaigns

The next stage of Comms Hub will let you create your own email and SMS marketing campaigns for your database. Because every brokerage is different, you’ll be able to build email templates that suit your customer base and use segmentation to drill down to specific customer types.

That means sending the right message to the right clients, whether it’s a check-in with customers nearing the end of their loan term or an update aimed at your business finance clients.

We’ll share more once these features are live.

Technology that helps brokers grow

Comms Hub is one part of AFOS, the proprietary platform Optimise brokers use to manage applications, access a panel of 40+ lenders and stay compliant.

Talk to our team to find out how Optimise can support your brokerage.