Your whole aggregation, running itself.
Your website, recruitment, commissions, broker records and a white label broker portal on one platform, with the routine work automated. The group grows on workflows instead of on hires, and your brokers get answers the day they ask.
Broker Sidekick runs its entire business on AggregateIQ: recruitment, commission analytics, broker records and the broker portal. Nothing else.
The work is already yours. It should not be manual.
Load a commission run and it is parsed, reconciled against your own totals and exceptions raised before anyone opens it. The month end afternoon becomes a notification.
Recruitment stages, onboarding checklists, accreditation expiries and goal tracking advance themselves, chase the right person and escalate when they stall. Nothing waits on someone remembering.
Because the work is automated rather than delegated, recruiting ten more brokers adds volume without adding admin. The group scales on workflows instead of on hires.
Six modules, one automated broker record
Compare all sixYour group website, built on the platform and wired into the rest of it.
Recruitment and onboarding, from first enquiry to first settlement.
Commission analytics across your whole book, reconciled to your own totals.
Broker records, accreditations, goals and the portal your brokers see.
Your brokers, on your domain, under your brand, seeing their rows only.
Streamlined ACL management for licensees.
Your website is the front of the platform, not a separate project
We build and host the group site, and it runs on the same platform as everything else. A visitor reads a guide, uses a calculator and enquires, and that history is already attached to their record in CRM before anyone calls them back. No tags to install, no forms to wire up, no export in between.
Pages, guides and calculators for the aggregator site, on your own domain and your own brand. It is served by the platform, so there is nothing to integrate and one less vendor to manage.
Web records the visit. CRM receives the enquiry with the full history attached. BI attributes the settled volume back to the page that produced it. Same record, three modules, no reconciliation step.
Borrowing power, repayment, stamp duty and trail book calculators, plus a library of broker written articles, released to your brokers under their own branding for their own sites. They get content and tools they would otherwise pay for; you keep the attribution.
Broker Sidekick’s own site, recruitment funnel and broker tools all run this way. The trail book calculator on that site is the first row in the timeline above, and it is a real acquisition path rather than an illustration.
A boutique group cannot hire its way out of this
A national group employs people to reconcile commissions and chase accreditations. You have a principal doing it on a Sunday. Automate the reconciling and the chasing and you do not need the hire to compete.
A broker asking where their commission went does not want to wait for someone to export a spreadsheet. They want to open a portal on your brand, see their own figures from the same run, and get on with writing loans.
One platform, custom packages priced on request, and modules you turn on as the group grows rather than paying for on day one.
Isolation enforced by the database, not by our code
Every row carries the business it belongs to, and access is checked by Postgres row level security on every request. A query that forgets its filter returns nothing.
Custom packages, priced on request
You take the modules you need and turn the others on when the group grows into them. Pricing is set per business against broker numbers and the modules in use.