Are you a finance or mortgage broker tired of incomplete Fact Find forms and missing documentation?
Spending too much time on calls and emails for follow-ups?
Do you know how does your deals pipeline look like?
We have an easy to use solution for you! Contact us now for a demo.
Stop following up for mortgage documents. Get all information and documentation related to the applicants in one go. Save significant time and process applications faster.
Go digitial and remove the need to print, sign and scan. Minimise errors and save time. Using digital e-sign solutions, get signatures from multiple parties, all from one solution.
Remove the emails clutter in your Inbox and track all communication through the solution. Quick turnaround times give you a competitive advantage. Stay on top of that paperwork and lodge applications faster to achieve higher productivity and profitability
Using this solution, you can assign tasks to your team members for each deal to process the application. Track the completion of each tasks in respective deals for easy management.
Use templates to inform customers about important milestones, e.g. form submitted, application lodged, application approved. Provide a superior customer experience to your customers and gain their trust to get more projects and word of mouth referrals.
With available Dashboards, track the deals in the pipeline at different stages. Plan and forecast your revenue generation. Monitor the sales performance of your team members. Take quick actions to solve the issues. Create your own Dashboards when needed.