A good mortgage broker thrives off face to face interaction. Client relationships and the depth of a broker’s understanding of their client’s needs are what set traditional advice apart from comparison sites, tied advisers in branch or robo-offerings. Keeping this up through remote working poses as a challenge, but one that can be overcome easily with the right tech platform.

Even while working remotely, brokers have to retain the personal touch at all costs. However, face to face does not have to mean in person. Sophisticated tech platforms can integrate video conferencing options like Microsoft Teams quickly and efficiently, enabling brokers to maintain their client relationships and engage with customers from any location. And the hours and costs saved on travel can be put to good use to add value to the customer experience and transaction process.

Of course, in our regulated advice industry, it is vital that brokers consider the security, accessibility and simplicity of their video conferencing tool to ensure optimum results for both you and your client. Additionally, many of these tools can record calls, retrieve recordings and be useless tools when it comes to compliance reporting.

If you are interested to see how Smartr365 uses video calls and conferencing, schedule a demo with our experienced team to learn more here.