Guides for Brokers
In-depth guides covering the practical aspects of running a successful brokerage practice. Each guide provides actionable information, checklists, and best practices you can apply directly to your operations.
Client Onboarding Checklist
A comprehensive guide to bringing new clients on board efficiently, covering information gathering, compliance requirements, and relationship building.
Secure Document Sharing
Best practices for requesting, receiving, and storing client documents securely, including encryption basics and data protection considerations.
Website Performance Basics
Essential performance considerations for broker websites, covering page speed, mobile optimisation, and user experience fundamentals.
Using These Guides
Our guides are designed to provide practical, actionable information for brokers at all experience levels. Each guide includes:
- Clear explanations of key concepts in plain language
- Step-by-step checklists you can implement immediately
- Links to related resources and templates
- Frequently asked questions addressing common concerns