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Case Management for Modern Mortgage Brokers
Mortgage Brokers: Increase your fee margins by efficiently processing client cases, leveraging the latest in automation to improve your fact-find data collection and client communications. Build better relationships with other property sector professionals through efficient integration of processes and secure data sharing.
The CRM for the modern mortgage broker
Developed with forward-thinking mortgage brokers, and fully-customisable to your business. Track your applications from enquiry to completion, automatically keeping your clients up to date throughout. Gain clear oversight of your work in progress at a glance, with traffic-light warnings for cases that are in danger of falling behind your goals, and automatic chasing to get them back on track.
Communicate with your clients directly from your website
Your customers can complete your fact find in their own time and track the status of their application. With website & email integrations, chatbots, and automated reminders through text and email, you can offer excellent service and keep the process moving forwards smoothly. Use your own website and branding to maintain a professional customer experience, instead of dropping them into a complicated customer portal. Keep everything in one place, no matter how your client chooses to deal with you.
Retain your clients
Delighting your clients with a streamlined service is just the start. Arrange appointments and follow-ups with a full diary system. Send your clients automatic reminders to alert them of the end of their mortgage deals, and have it pop into your work queue without lifting a finger. With comprehensive client information at your finger tips, you can save time looking up important details. Don’t miss out on repeat business opportunities ever again.
Letters, emails and SMS all from one platform
Create and send letters, emails and text messages with the click of a button, using branded templates for a professional image. Customisable templates allow you to maintain a consistent brand across all your communications. Plus, access a full history of client interactions, and add your own internal notes between your own team.
Help to ensure you stay compliant
Transparent overview of all cases available to the members of your team that need to see the information. Full audit trail of every action on your system. Step-by-step workflows make sure nothing is missed during your process. Export stats and data for external review with ease.
Mortgage Brokers: Get up and running quickly and easily.
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