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

Описание: 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

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#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.

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