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With so many options - each claiming to be the best - it’s tough to know which CRM will truly meet your brokerage’s needs. Should you stick with your aggregator’s CRM? Upgrade to something more customisable? Or try a solution that integrates seamlessly with your existing tools?
Our comparison guide breaks it down for you, providing:
A side-by-side look at key CRM platforms for brokers.
Features tailored to the finance industry, like referral tracking and document automation.
Honest insights to help you make an informed decision for the size and scale of your business.
Learn What's Working Now from Top Finance Brokers in our FREE CRM Guide
Get Access to the latest CRM trends from the Motii team + insights and steps to boost your businesses CRM performance.
Download the Free Guide NowAt Motii, we understand the unique workflows finance brokers navigate—from tracking deals and managing referrals to ensuring compliance and automating repetitive tasks.
With years of experience working alongside finance brokers, we know what it takes to implement CRMs that align with your goals and simplify your processes. Whether you’re starting from spreadsheets, relying on an aggregator’s CRM, or searching for a better way to manage your business, Motii has the expertise to deliver tailored solutions that work for you.
"Your licensee or aggregator may provide you with a CRM, but what they don't tell you is that a lot of these mortgage and finance CRMs are extremely limited. I had a lot of ideas in my head about how I wanted things to be systemised. What I needed was a team of experts that could help bring those ideas to life. Motii really changed the way our business operates. Now, nothing is being left to chance, and nothing is slipping through the cracks."
"We were using Excel spreadsheets to manage a high volume of referring brokers, but it wasn’t scalable. Motii’s knowledge of the finance industry and understanding of our complex processes stood out. We now have better visibility, improved collaboration, and a system that’s easy to use and saves us time. I’d definitely recommend Motii and Pipedrive to others in the financial sector."
"We moved from disjointed Excel spreadsheets to an integrated tech stack, thanks to Motii. Their ability to integrate our chosen CRM with our aggregation platform was a huge win, eliminating double-handling of data. Reporting, which used to be time-consuming and unreliable, is now easy and accurate, allowing us to track agent performance and advertising ROI. With over 30 agents and a complex operation, Motii delivered a system that works seamlessly.”
"We needed to move away from disjointed Excel spreadsheets to something straightforward yet scalable. Motii’s deep understanding of the asset finance industry gave us confidence from the start—they knew what we needed without us having to explain every detail. The system they built not only helps us measure the success of our advertising but also lays the foundation for future growth.”
