Identify savings for your mortgage clients before rate changes even hit the market
The only lead finding platform for Canadian mortgage brokers
Broker Scout is the fastest innovating platform for Mortgage Brokers looking to find more deals, save time and increase profitability. With our innovative what-if/forecasting feature, you can identify potential savings opportunities for your clients before rate changes have even happened, and stay ahead of the banks or other brokers. This means you can prioritize and contact the clients who will benefit the most, and provide them with valuable information to help them make informed decisions, keeping them in your portfolio, not the bank's.
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Trust Broker Scout to compliment your mortgage origination system and be your go-to tool for success in the mortgage industry.
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How it Works
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Broker Scout tracks mortgage portfolios with insights and automated alerts. Enter your clients' mortgage details to compare options in real-time and save them for later, so you can add educated value, and potentially save your clients money, during your next conversation. We also monitor your saved mortgages to find you refinancing opportunities and changes in client circumstances so you can stay on top of their needs.
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Enter mortgage details individually or upload your full portfolio at once
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Start at the dashboard. Broker Scout allows brokers to evaluate what-if scenarios for speculative rate changes, against your entire book of business all at once. Conducting what-if analysis builds trust with clients and increases loyalty, leading to repeat business and referrals in a competitive market.
Add tags for easy filtering
Zoom in to see your leads.
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We're constantly monitoring and analyzing your saved mortgages to find profitable refinancing opportunities
Zoom in further to see the details page - check out all the tabs - so much juicy info!
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Running what/if analysis shows clients that brokers are looking out for their best interests, building trust, increasing loyalty, and boosting the chances of repeat business and referrals in a competitive market.
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Broker Scout is the only platform that offers you the ability to forecast rate changes and evaluate which of your clients would benefit. This enables you to have valuable conversations with clients before their renewal becomes competitive, and more frequently than just an annual review. Don't wait for rate changes to contact your clients and compete against discount rate providers or their bank.
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"For years, we wasted countless hours and resources trying to manually calculate penalties and client savings to find refinance opportunities from our database. Broker Scout automatically does the time-consuming math for us daily and sends us a list of leads so we can focus on closing deals. Whether you are a new or experienced broker, Broker Scout will make you more money."
~ Matt Parker
Smith Manoeuvre Certified Mortgage Professional
The Matt Parker Group
"Broker Scout is an incredible tool for Mortgage Brokers to serve their database actively. The analytics that they provide allows you to look for opportunities to grow your business and, more importantly, enable you to serve your database better and differentiate yourself compared to the banks and other brokers. If you are a Mortgage Broker who is passionate about serving and providing value to your clients, then an investment in Broker Scout is a must, in my opinion."
~ Craig Vetter
Vetter Consulting
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With Broker Scout's in depth data analysis, brokers can now confidently reach out to clients beyond their annual review, keeping a touch point even four times a year or more, knowing that they have valuable information to share. Broker Scout empowers brokers to proactively offer personalized solutions that meet their clients' needs, ensuring a positive experience and building long-lasting trust.
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