Kaddim + Testimonial Donut: From Doc Collection to Google Reviews (a Product Review) скачать в хорошем качестве

Kaddim + Testimonial Donut: From Doc Collection to Google Reviews (a Product Review)

Hi and welcome to Broker Tools — where we unpack the tools, systems, and strategies that help brokers optimise the way they work. In this episode of Broker Tools, we chat with Farzan and Guy from Kaddim — a document collection and client portal tool built specifically for Australian Mortgage Brokers. As you go through this walkthrough, there is a moment where the audio does not align with the video (classic tech gremlin). However, the product tour is still pretty awesome, so we hope you enjoy it. 😊 You'll see how to: Build document request templates (drag-and-drop) Send requests via email + SMS Give clients a mobile-friendly portal (no app required) Track activity (email opened, portal viewed, comments) Reduce follow-ups with automated reminders Review uploaded files and request corrections Preview an upcoming OCR-powered file recognition + renaming feature We also take a quick tour of their second product, Testimonial Donut, designed to help brokers collect more Google Reviews (and display them as website widgets) Links mentioned 🔗 Kaddim: https://www.kaddim.com/?utm_source=yo... Testimonial Donut: https://www.testimonialdonut.com/?utm... (Plus LinkedIn profiles will be added below) Guy:   / guylig   Farzan:   / farzanmaghami   Chapters 00:00 Intro — why doc collection is a workflow bottleneck 02:20 What Khaddim is (and who it’s for) 05:20 Templates + drag-and-drop request builder 07:10 Sending requests + email/SMS + client portal view 09:30 Activity tracking + client comments + review flow 12:00 OCR + smart file renaming (prototype demo) 18:50 Integrations (incl. Zapier + bank statements) 20:00 Automated reminders + stop chasing documents 21:10 Testimonial Donut tour (Google reviews + widgets) 28:30 Where to find Khaddim + Testimonial Donut 29:30 Entrepreneurship + building a great team Subscribe for more broker workflow tools, systems, and strategies. #MortgageBroker #BrokerTools #WorkflowAutomation #DocumentCollection #OCR #FinTech #AustralianBrokers #crmp ⚠️ Disclaimer This content is for educational and research purposes only and does not constitute financial, legal, or business advice. Always conduct your own due diligence before implementing systems, tools, or operational changes in your business. Some links or recommendations mentioned may be affiliate partnerships, meaning we may earn a commission at no additional cost to you if you choose to engage with a product or service. This helps support the ongoing creation of educational content. All opinions remain independent and based on research and experience. For more details visit: https://www.brokertools.com.au/