Let’s be real, it’s easy to fall into the trap of thinking you just need more leads. I’ve been there. When things go quiet, that instinct kicks in fast. But after years in sales, and now working alongside finance brokers every day, I’ve seen the same story play out over and over.
It’s rarely about not having enough leads. More often, they’re landing in your world without a system to catch them — and without a clear path to move them forward. They’re not being worked properly. Not consistently. Not in a way that gives them a real chance of converting.
And when things get busy? That’s when it gets even harder. With no structure in place, those existing leads start piling up fast. The follow-ups get delayed, the deals stall, and you end up feeling even more behind.
Finance broking is high-stakes, high-pressure and often high-volume. Without a system to support the chaos (quiet or busy!) you're stuck. Because no matter how many leads you generate, a leaky follow-up process will cost you more than you think.
It’s not a lead problem. It’s a system problem.
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You’ve probably been here: a hot lead comes in mid-meeting, and in the scramble of everything else going on, you scribble a reminder on a sticky note… or flag the email for later… or just tell yourself you’ll circle back after lunch.
Except later turns into next week. You’ve had to chase documents, field urgent client calls, or rework an application that’s suddenly gone sideways. By the time you circle back, the lead’s slipped through, gone cold, or worse, gone with someone else.
Now imagine that happening ten, twenty times a month. That’s not just one lost deal. That’s your pipeline quietly bleeding.
And it’s not just the hot leads. Leads that need a little nurturing, a check-in, a reminder of who you are and how you can help — they don’t even get a look-in. They’re sitting in your inbox, untouched, until they eventually drop off your radar entirely.
And it’s not happening because anyone’s slacking off. It’s happening because there’s no system in place to catch and carry the lead forward.
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If you're wondering whether the answer is hiring an assistant, bringing on more brokers or throwing an AI chatbot at the problem, it might be simpler than that. The real solution isn’t about adding more people or tools — it’s about putting the right system in place. One that does the heavy lifting in the background so you can show up where it counts. And then, if and when you do grow the team, they’re stepping into a structure that supports them from day one.
A good system keeps you consistent. It ensures every lead gets the right attention at the right time — whether that’s a quick call today or a follow-up three months from now. Even leads that aren’t ready today can be automatically scheduled for later, so nothing gets missed or forgotten.
And here’s the kicker: almost 8 in 10 marketing leads never convert — not because they’re bad leads, but because they’re not followed up or nurtured properly. (Source)
A system gives you the breathing room to do what you do best: build trust, give advice and close deals.
Here’s what that system can look like:
Every deal needs a home. Somewhere you can see exactly where it’s at, what’s next and who’s responsible. A visual pipeline makes it easy to track progress, group deals by stage or lender and never lose sight of follow-ups.
Like Pipedrive, which lets you manage your entire sales process with drag-and-drop simplicity and automated reminders.
You shouldn’t have to write down who you spoke to and what they said. With automated call logging (like what you get with JustCall) every conversation is tracked, time-stamped and searchable. You can even drop a voicemail automatically when you miss a call.
Sending out proposals, chasing signatures, and wondering if a client’s even opened the doc? That’s a time drain. Tools like PandaDoc let you create templates, track views and collect eSignatures… fast.
Whether you’ve got admin support, offshore processing or a growing team, a system like monday.com keeps everyone in the loop. From pre-approvals to settlement, you’ll know who’s doing what — without the email chaos.
These aren’t “tech for tech’s sake” tools. They’re clarity tools. They let you spend less time trying to remember what’s next, and more time winning the deal.
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Take it from Dylan Bertovic, Director of Stryve Finance:
“I had all these ideas in my head about how our business operates and how I wanted things to be systemised. What I needed was a team of experts to help bring those ideas to life.”
Before working with Motii, Dylan’s team relied on a CRM provided by their aggregator; a tool that was fine for compliance and loan lodgement, but limited when it came to managing relationships or running a high-performing sales process.
“Post-implementation, nothing is left to chance. Nothing’s slipping through the cracks. Everything has a place in Pipedrive, with full visibility. It’s completely changed how we operate.”
And that’s exactly the point — the right system doesn’t just support your process; it elevates it.
“Pipedrive is a great platform. The capabilities are endless. And the team at Motii knows what they’re doing — any idea I’ve had, they’ve helped bring to life.”
If you’re worried this all sounds too technical, don’t be. You didn’t become a broker to spend your time updating spreadsheets or learning new platforms.
That’s what we’re here for.
At Motii, we work with finance businesses every day to simplify the tech side so you can focus on doing what you do best: building trust, winning deals, and growing your business.
Want to talk through your current setup and where the holes might be?
Book a quick pipeline review with me - no jargon, no pressure.
Sometimes the fix isn’t more leads. It’s a better system. 🚀
Latest updates
Pipedrive has just rolled out one of its biggest updates yet and it’s already making waves across the CRM world. Whether you’re a long-time user, just starting to explore your options, or somewhere in between, these updates are worth your attention.
At Motii, we’ve implemented hundreds of CRMs across dozens of industries, and there’s one common denominator in every successful rollout: consistent use of Activities. Want to close more deals, reduce stress, and build a system that scales? Start with Activities.
