Broker boosts referrals by developing business app

A Brisbane-based broker has developed his own app for his boutique broking and wealth advisory firm, which is already boosting his referrals

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Brisbane-based broker and founder of Boss Money, Tom Uhlich, has developed his own app for his boutique broking and wealth advisory firm.

Speaking to Australian Broker, Uhlich said he developed his own business app as an innovative and digital alternative to a business card, to make him memorable to both referral partners and clients. 

“Everything is app driven these days and I know a few agents that have found them highly effective. Also, business cards are very yesterday. No one keeps them, nor passes them onto anyone else like they used to. 

“In the past, I would give [real estate] agents a handful of cards to give out but they would forget them or lose them – or most likely bin them. Same with my greatest referral source, my clients. As good as you think you are, they will forget you. Years later they will think: ‘who was that brilliant bald broker who helped us?’ Now they have my noggin on their phones.”

The app has also been developed with push notifications, alerting clients in real time to lender rate cuts or rate offers, acting as a call-to-action for clients to get in contact with Uhlich.  

“This will flash up on their phone,” Uhlich told Australian Broker. “But the app also offers a one click way to share my details and book an appointment, as well as the ability to use calculators to compare their current rate to the latest, or how much they can borrow.”

Uhlich says the feedback from users so far has been overwhelmingly positive and he is already seeing a boost in referrals as a result. 

“I should have done it earlier. Everyone loves the calls and updates; I have received four referrals from agents since its launch less than a week ago. 

“When at open houses they click ‘share’, input the clients mobile and bingo, they get a link to download the app.”
 

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