“Do it”: one broker’s advice on making the move to BrokerEngine Plus

AFG 30 October 2026, 4:14:32 pm AWST

Ben Harris shares how his family’s brokerage set up BrokerEngine Plus, and what he would tell any broker still weighing up the switch.

In Financial Services is a family-run brokerage with a clear focus: helping first home buyers into the market and helping families build wealth across generations. To grow in that niche, the team knew their systems needed to be as strong as their client relationships.

We spoke with Ben Harris, who leads broking and the credit team, about how BrokerEngine Plus has shaped the way the business runs.

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In the interview, Ben covers:

How every checklist item in their workflow has a short video guide, so new team members can get up to speed on their own.
The hands-on support the BrokerEngine Plus team provided during set-up.
Simple automations, such as a welcome email and SMS that go out the moment a new client is added.
His advice for brokers still deciding whether to make the move.

“I can see people who maybe aren’t too much into tech still being able to set it up very easily.”

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