The Smartr365 Good Mortgage Broker’s Guide gives you the information you need to successfully implement technology to transform your mortgage business. The guide will show you how technology can streamline every stage of the mortgage process to increase your revenues and profits – found out more here.
Mortgage applications include over 200 pieces of paperwork, and many brokers are still wasting time on pen pushing when they should be advising clients and winning new business. The repercussions of this are felt across the entire process.
Many brokers do use systems and tools to manage different stages of the application, but too often they don’t connect to each other or to third party systems. As brokers, you end up constantly re-keying the same information to different systems within and outside your organisation, and with new entrants and technology transforming the industry, that’s no longer an unavoidable pain.
The fundamentals of a successful broking business remain the same: efficient client acquisition and retention; professional and productive brokers; and a competitive edge. The best way to ensure all three work properly is by having proper, integrated, and automated systems in place.
Whether you’re just starting out, or you’re looking to grow or consolidate your business, you need to make sure you have the right system in place to make the process work better for you and your customers.