When you operate a sales business like a mortgage brokerage, a financial planner or a realtor it definitely helps to have a seamless process to help guide clients through it from start to finish. Having an efficient process will educate and inform the client as well as help alleviate any stresses involved in the transaction.
The past few years have heralded the announcement of quite a few tools to help with the mortgage business. New application tools that allow for a seamless application process. Digital signatures are now accepted by the lender ( the pandemic helped this happen). Also there are some excellent CRM ( customer relationship management) systems out there that automate every step of the process.
All of this allows for increased efficiency for the brokers and happier clients. Happier clients leads to more referrals in the future and possibly more repeat clients. It’s a win win for everyone.
Today I am thankful for the time I spent helping a fellow broker with their process, great high tech tools that make all this possible and the savings of time and stress that it brings to my workday.
I look forward to hearing from you in regard to your mortgage needs.
p.s.s- I should tell you that I am licensed in Nova Scotia Brokerage (2021-3000179) Broker (2021-3000180), Ontario(M18001555) & in British Columbia(BCFSA #504098).
p.s.s.s You can download my new mortgage app here