Still Doing Everything Manually?

August 6, 20252 minute read

Here's how brokers are earning more using digital tools—while working less.

Gone are the days of juggling spreadsheets, chasing paper documents, and manually qualifying clients. Today's top-performing mortgage brokers are using tech to save time, streamline their process, and boost their income. Want in? Let's break it down.


1. Use Digital Platforms to Pre-Qualify Clients Faster

The faster you filter serious clients from those who aren't ready, the more deals you close.

Digital platforms with built-in calculators, document checklists, and submission tracking take the guesswork out of qualifying.

Pro Tip: Clients love fast answers. Having a digital pre-qualification flow makes you look professional—and keeps them engaged.


2. Endorse Clients in Minutes Using the Matchmo App

With the Matchmo Broker App, you can send client applications to multiple lenders in just a few taps. No more filling out long forms for each bank or scanning endless paperwork.

Why It Works:

  • Built-in KYC
  • Document uploader
  • Real-time updates on endorsement status
  • Exclusive access to promos and lender incentives

3. Automate the Boring Stuff So You Can Focus on Clients

Time is money. The more you automate, the more time you spend doing what actually drives revenue—talking to clients, closing deals, and building your network.

Digital tools help with:

  • Auto-follow ups
  • Status tracking
  • Sending reminders for missing docs
  • Accessing lender updates without the calls and emails

4. Real Case: How One Broker Doubled Her Monthly Income

“Before using the Matchmo app, I'd only close 1 or 2 loans a month. Now I'm handling 5–6 at a time—and I'm not even stressed. Everything's in one place.”

Jen, freelance broker from Las Piñas

Digital tools don't just save you time—they increase your capacity. And more capacity = more commission.


Download the Matchmo Broker App

Level up your workflow, serve more clients, and grow your income—without burning out.

📲 [Download the Matchmo Broker App today]

Because smarter work beats harder work, every time.

Sit Back, Relax and We'll Do the Rest!

Let us help you get the approval for your home loan application