13 Crm · Broker
Broker Professional Toolkit
A professional broker CRM with a written operating SOP.
Overview
The difference between a broker with a CRM and a broker with a practice is not the software. It is whether there is a routine that gets followed when the week is busy.
This toolkit is the full pipeline — leads, matched inventory, logged activities, deals with expected fees, and a client register that survives past the transaction — together with a written standard operating procedure covering the daily, weekly and monthly rhythm.
The SOP is the part most brokers are missing, and the part that makes the rest hold up under pressure.
What you end up with: A pipeline that stays current because there is a routine that keeps it so.
Who it is for
- Established brokers running a steady pipeline who want it operating on a system rather than on memory.
Features
Everything this resource tracks, grouped the way it is laid out.
Pipeline
- Lead register Full lead capture with source, requirement and qualification score.
- Qualification A consistent basis for deciding which leads deserve time.
- Inventory matching Match a lead's requirement against what you represent.
- Stage discipline Lead, qualify, assign, match, activity, client, deal, close.
Activities
- Activity log Calls, site visits, meetings and follow-ups with outcomes.
- Next step capture Every activity ends with a next step and a date.
- Site visit record Which properties a lead was shown, and what they said.
- Activity by period How much real activity happened, not just how busy it felt.
Deals
- Deal register Deals with value, stage, probability and target close.
- Fee calculation Fee percentage against deal value, and expected fee.
- Fee received What has actually been received against what was expected.
- Documents outstanding What is still missing on each live deal.
- Lost reasons Why deals were lost, recorded honestly enough to learn from.
Clients
- Client register Clients past and present, with relationship history.
- Lifetime value What each relationship has produced over time.
- Referrals Which clients referred others, and how many.
Operating SOP
- Daily routine What to do every working day, in fifteen minutes.
- Weekly review The weekly checks that catch what the daily routine misses.
- Monthly review Pipeline health, conversion and revenue against target.
Included resources
Files delivered with this product.
- Xlsx Lead & Qualification Register Leads with requirement, qualification and stage.
- Xlsx Inventory & Matching Sheet Inventory with matching against live requirements.
- Xlsx Activity Log Calls, visits and meetings with outcomes and next steps.
- Xlsx Deal Pipeline Deals with value, fee, probability and close dates.
- Xlsx Client Register Clients, relationship history and referrals.
- Pdf Broker Operating SOP The daily, weekly and monthly operating routine.
Questions about this product
A workflow toolkit and operating procedure. TrustBrick does not provide brokerage services, act as an agent, or issue any professional licence or registration.
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