Administrator
If you spend all your time managing customers’ cases, you need technology that you can trust. A mortgage administrator like you needs accurate information at your fingertips, good lines of communication, and most of all you need a quick way of collecting client information that is time efficient.
How we can help
For the customer, moving house will be one of the most stressful things they ever do. The way you handle their case will make or break their experience and if your tools aren’t up to the job, that will be difficult. Would a CRM platform with a client portal where customers can input their own information and exchange documents securely help?
Keying in information is a drain on your time too. Our platforms integrate to give the user one single journey. That means you can key in once within our CRM and find that information pre-populated throughout the rest of our sourcing and submission solutions. Isn’t it time you talked to us?
Products for administrators
CRM Brain
A flexible, intuitive system for smarter, more efficient working.
- Smart Automation
- Client Portal
- Insightful Reporting
Submissions Brain
Multi-lender submissions gateway
- Submit DIPs to seven lenders in a single journey
- Use standalone or integrated
- Reduce rekeying
Insights
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