Set up your brokerage

A senior broker or an admin sets these up, so you can read them here but not change them.

Who you are to your clients. These lines go on the emails this CRM sends in your brokerage's name.

Brokerage name what your team sees in the CRM Entity name as on your licence, e.g. Example Finance Pty Ltd ABN Business address Phone Email where clients reach the brokerage Website

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Most brokers act as a credit representative under another business's Australian Credit Licence. These lines name that licensee and your number under it.

Credit representative number Licensee name the holder of the ACL you act under Licensee ABN Licensee ACL number

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Appetite provides the Terms of Engagement text, so you do not have to write it. These lines make the document your brokerage's own: the person who signs it for the brokerage, and their title.

Signatory name who signs the engagement for the brokerage Signatory title e.g. Director, Principal

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When lead automation is on and a new lead arrives, the CRM straight away:

• emails the client an acknowledgement in your brokerage's name, so they know their enquiry has landed
• sends the broker an alert about the new lead
• opens a first-call task with a deadline
• tags the lead by the product it asked about

When it is off, nothing is sent: new leads still appear in Leads for you to pick up yourself.

Handle new leads automatically

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