Free · 3 minutes · No obligation

How digitally ready is your practice?

Answer 15 short questions about how your practice runs today. In three minutes you will see exactly where you stand on five dimensions that matter, and what to do next.

Start the assessment → See how it works →

Built for owner-run brokerages

Your report

What you will receive.

Score and tier

An overall score out of 100 and a clear tier showing where your practice sits.

Dimension breakdown

Performance across five dimensions so you can see where the practice is strong and where to focus.

Quick wins and roadmap

Three actions you can take this week, and a phased roadmap so you know what to do next.

5 dimensions

What the assessment covers.

Fifteen questions across five dimensions that shape how a practice runs, grows and stays safe.

Dimension 1

Brokerage systems

How the CRM, aggregator platform and office tools run day to day.

Dimension 2

Client journey and applications

How clients find you, apply, get updated and come back.

Dimension 3

Lender panel and compliance

How lender requirements, CPD, privacy and audit trails are managed.

Dimension 4

Team and referral flow

Who owns technology, how referrers are managed and how the team handles change.

Dimension 5

Security and continuity

Backups, access, client privacy and what happens on a bad day.

Led by a former CTO of a $60M to $70M national enterprise, including a programme that cut 42% of technology operating spend.

How it works

Three minutes to clarity.

1

Answer 15 questions

Pick the option closest to how things work today. No preparation needed.

2

Get your report

See your score, tier, dimension breakdown, quick wins and a phased roadmap.

3

Book a free review

Walk through your report with us. We come prepared with recommendations specific to your practice.

Start now →
Free · 30 minutes · No obligation

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