Your Best Producer's Process, on Every Desk.
Same standard for research, review and submissions, whoever is on the account.
Quality Depends on Who Picked It Up.
Your senior producer catches the exclusion. The new one does not, and nobody finds out until the claim. Your best people spend afternoons checking other people's work instead of writing their own. And a brokerage that can only grow by hiring is the one the rollups call.
What the Standard Buys You
Consistent Research
Every producer works a prospect up the same way, so the first conversation is the same quality across the team.
The Same Policy Review
The same rigour on every account. Gaps caught consistently, cited the same way, whoever uploaded the documents.
Submissions to One Standard
Applications, narratives and proposals your brokerage can stand behind without a senior reading every one.
Your SOPs, Applied
Upload your templates, appetite guides and procedures once. Every producer works from them.
Built for Brokerage Teams
Role-Based Access
Control who reaches which data, tools and client records.
Shared Knowledge Base
SOPs, appetite guides and templates uploaded once, used across every skill by every producer.
Activity Tracking
Who ran what, when, on which account. The question you ask when something ships wrong.
Review Before It Ships
Every output is read by the producer before it reaches a client. Approval steps where you want them.
One Dashboard
Billing, usage and team management in one place.
From New Hire to Producing
Every producer reads their own output before it reaches a client. The audit trail shows who ran what and when.
One Plan.
Everything In It.
No card. No call. Enough credit to run one real client end to end. Credits do not expire.
From the Blog
One Standard, Every Producer.
Put your newest hire's next renewal through it.