A clear role in your business.
You are the broker. BrokerMint is the website and marketing specialist. Our role is to help your business get found, convert enquiries, follow up appropriately and improve the results of its marketing. We do not write loans or seek lending customers from your enquiry pipeline.
Industry expertise belongs in the relationship, but it does not require your web team to be a practising broker. Your nominated reviewer supplies lending expertise; our responsibility is design, content, search and the agreed marketing operation.
Put lead ownership in the agreement.
Our service terms keep enquiries with your brokerage. We do not sell leads, divert enquiries to another brokerage or use your customer list to market another lending service. These commitments belong in the signed scope and data-handling terms, not just a headline.
The implementation should route forms into your approved destination, identify account owners and grant only the access needed for the work. Keep a record of integrations and remove access when an engagement ends.
Assess controls, not assumptions.
Ask every provider who can access enquiries, what those people are permitted to do and what happens at handover. A provider’s background alone does not establish poor data handling. We make no allegation about a competitor’s conduct.
A useful review examines the contract, permissions, account ownership and routing. Where a control has not been configured or verified, it should not be described as operational.
Specialists who stay involved.
These independence and access commitments are written into your service agreement and reflected in how your accounts are set up.
