Every deal runs on communication. From the first quote to settlement, brokers manage a constant stream of documents, questions and client updates. Comms Hub, built into AFOS, puts you in control of those conversations.

One place for every customer conversation

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

Optimise’s head of growth, Ahmad Elmustapha, said, “Comms Hub is a valuable addition to Optimise Aggregation, designed to speed up deals for our broker network.

“One of the features we’ve received the most feedback on since Comms Hub’s 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, little repetitive things that chip away at a broker’s time.”

SMS messaging, your way

Comms Hub also introduces more flexibility, giving brokers more choice in how they communicate with their customers.

Elmustapha added, “A large aggregation group like Optimise gets a huge scope of requests from brokers about how they want to talk to their clients. Some prefer to tailor SMS messages to customers rather than use templates, so we’ve made  that possible. A broker knows their customer best and Comms Hub gives them more freedom to manage the relationship their way.”

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 by text message, making it easier for them 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 base.

We’ll share more once these features are live.

Technology that helps brokers grow

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

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