Questions
Questions
What brokers usually ask about Backbook.
Does it connect to MyCRM?
Export your clients from MyCRM, or any CRM or spreadsheet, and drop the file in. Backbook works out the columns itself.
Does it send messages for me?
No. Backbook drafts each message and you send it from your own email or phone, so it always comes from you. Nothing goes out without you.
Do my clients need to connect their bank?
No. Open banking tools only watch the clients who agree to share their bank data. Backbook works from the list you already have, so it covers every client from day one. It sits happily alongside those tools.
Where is my client data?
In your browser, on your device. For an online draft, Backbook shares a client's first name, lender, key dates and up to two short talking points, never surnames, contact details or your notes. Turn on Draft on this device and nothing is shared at all.
Where do the rates come from?
The cash rate comes straight from the Reserve Bank, and advertised rates from 16 lenders’ public product data, checked daily. Backbook suggests the lowest as your best rate, or you set your own. Variable loans are moved by RBA changes since the rate on file, so they're estimates.
What if a client asks not to be messaged?
Mark them once and Backbook never drafts for them again. Clients whose notes mention a hard time, like a bereavement or illness, are paused too.
Do I need an account?
Not to look around: the sample book works straight away. To import your own list, sign in with your email, no password needed. An invite code switches on online drafting and imports your whole book.
Does it replace my CRM?
No. Backbook sits alongside the CRM you already use and works from its export, so there's no migration.
Is there anything to install?
No. Backbook runs in your browser. Use the sample book to look around, or drop in your own export.