The COVID-19 pandemic and associated lockdown pushed the mortgage industry to find alternative ways of operating to allow business to continue as usual while remote. True tech companies have stepped up to the task to assist in many ways through the crisis, mainly to allow for the continuation of client contact and sharing of documents.

Even as restrictions lift, client interactions remain online-only. As both brokers and clients get use to meetings with the commute time or geographical limitations, it is unlikely that we will ever return to the majority of meetings happening face to face. It is essential that your mortgage business is prepared to sustain this new way of building and maintaining effective client relationships. Smartr365 integrates the free video conferencing app, Microsoft Teams, to the platform to allow brokers to seamlessly conduct client meetings from the comfort of their own home.

Another way tech has assisted business continuation is through providing remote, digital ID solutions and electronic document transfers as the industry works from home. The solutions we are using at the moment are no doubt temporary since they do not meet the standards we would require in normal times, however they do demonstrate that it can be done and are paving the way for more permanent, robust features in the long run. By using a sophisticated tech platform, like Smartr365, you ensure your business is ready to integrate these state-of-the-art features as and when they are available, ensuring you are at the forefront of the action.

Future proof your business by scheduling a demo with Smartr365 to make sure you’re making use of the best tech available, today.