From Word document to digital product.

Dave Hirst spent 18 years building his brokerage, Perch, and he's a self-confessed nerd about optimising his workflow. He documented all of it in Word: a 34-stage broker workflow methodology he started selling to other mortgage brokers. The methodology was proven and in demand. The packaging wasn't: clients paid thousands of dollars for a 110-page Word document delivered over Google Drive. Every sale needed manual steps (a licensing agreement, a separate invoice, ad hoc onboarding) and there was no IP protection. The ceiling wasn't demand. It was the product.

Tidying up the document would have made a neater version of the same problem. We packaged the expertise as a program: Dave's 34 stages became 34 modules on a stage-based platform, so brokers use it the way they work, by stage and on demand. Structured access, automated onboarding and IP protection were built in from the start.

• A high-value digital product that sells for $3,950.
• A professional platform that matches what the methodology is worth.
• IP protected: structured access and automated onboarding replaced manual licensing, invoicing and onboarding on every sale.
• Room to customise and extend, increasing the value of each sale.
• From someone who knows workflows to an industry thought leader: "I've now started to be looked at as a thought leader when you're looking at efficiencies for mortgage brokers."