16 Crm · Broker
Broker Business Suite
Team-based broker CRM and business operations.
Overview
This is the complete broking pipeline, built for a team rather than an individual.
It runs the full sequence: a lead arrives and is qualified; it is assigned to an owner; it is matched against inventory; activity is logged against it; it becomes a client; the client becomes a deal; the deal accumulates documents; the deal closes; and the revenue is recorded against the person who earned it.
Every stage has a holding place, so a lead cannot quietly fall out of the pipeline between two of them. Team performance, conversion between stages and revenue by member all fall out of the same records rather than needing separate reporting.
What you end up with: A pipeline from first enquiry to recorded revenue, with nothing falling between stages.
Who it is for
- Broking businesses with a team, where several people work the same pipeline and someone has to see the whole of it.
Features
Everything this resource tracks, grouped the way it is laid out.
Pipeline
- Lead capture Every enquiry recorded with source and requirement.
- Qualification A consistent qualification basis and score.
- Assign owner Assignment to a team member, with the date.
- Match inventory Requirement matched against available inventory.
- Activity Calls, visits and meetings logged against the lead.
- Client conversion The point a lead becomes a client relationship.
- Deal creation The deal, its value and its expected fee.
- Documents What the deal needs, and what is still outstanding.
- Close Closing the deal, won or lost, with the reason.
- Revenue Fee received, recorded against the member who earned it.
Team
- Team structure Members, roles, territories and reporting lines.
- Assignment rules How leads are distributed, written down.
- Individual targets Lead and deal targets per member.
- Team performance Activity, conversion and revenue by member.
Analysis
- Stage conversion Where leads are actually lost between stages.
- Source performance Which lead sources produce deals, not just enquiries.
- Revenue by period Fees expected and received, period by period.
- Pipeline health Coverage against target, and where the gaps are.
Included resources
Files delivered with this product.
- Xlsx Lead-to-Revenue Pipeline The full pipeline with every stage and its holding place.
- Xlsx Team & Assignment Register Members, territories, targets and assignment rules.
- Xlsx Inventory & Matching Inventory with live requirement matching.
- Xlsx Activity & Client Records Activity log and client relationship register.
- Xlsx Deal & Document Register Deals with documents outstanding and close dates.
- Xlsx Revenue Record Fees expected and received, by deal and by member.
- Pdf Business Operating Manual The full operating routine for a broking team.
Questions about this product
An internal business operations toolkit. It does not provide brokerage services, regulated financial services, or any professional registration.
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