Technology has come along so far over the years and being in my mid 30’s I’ve had the pleasure of watching the world progress from the first Apple computer, to MySpace to now.
The things technology can do and the rate it’s progressing is unbelievable and exciting at the same time.
There are so many technologies I use in my work to save me time, save my clients time and just to make life easier but nothing compares to my new CRM (Client Management System) which puts all previous Mortgage Broking software platforms to shame.
Why do I love this software so much?
When applying for a loan, even if it’s to refinance a current loan, it can be stressful, time consuming and depending on the type of person you are you may want an update when something has happened, an update each day or an update every hour.
With my new software my clients are able to:
- Upload their documents directly to the portal to save time and printing
- Get updated on their application and track where it is up to, giving them peace of mind to know where they are up to and what comes next
- Update they personal information directly should anything change, ensuring their details are always current
- Ask questions at anytime, when a question comes up, regardless of the time or day they can post the question knowing it will be answered as soon as I can
- Sign documents electronically on the portal, no more hooking up to a printer or getting more ink, you can sign documents electronically on your phone or computer and the documents are saved directly to the client portal
This is just the beginning of what the new System is capable of and like everything else, I am so excited to see where it leads and how much better it will be for my clients!
If you want to know more about buying your first home or if you can save money on a current loan please don’t hesitate to contact me