The business management solution developed by mortgage brokers for mortgage brokers.
Log, follow up and report interactions with prospects and clients
Generate comprehensive Fact Find and Application history documentation for compliance purposes.
Track mortgage, protection and pension progress from application to completion ... and keep your clients in the picture.
Extensive dashboard, KPI and reporting to keep you informed at all times.
To grow your mortgage business and become more profitable you need to both build and maintain client relationships. Using Sentry, you�ll have all the tools you need to manage your clients effectively. Let�s not forget, though a client cares most about that end result - getting a green light on their mortgage � they could have got that same result elsewhere. The difference between you and a bank or other broker, lies in the customer experience.
Whether you�re stationed in the office or on the go, log-in to Sentry and pick up where you left off. Sentry can be accessed on a PC, laptop, tablet or phone. Clients can login from the comfort of their own home to keep an eye on their mortgage progress, locate key financial documents or use some of our essential financial tools.
Track mortgage progress from application to completion
Keep your clients financial documents organised and accessible 24/7
Allow your clients to keep up to date with applications and their portfolios
Review key analytics including client property and financial summaries and business summaries
Send instant communication to your clients about their case
Securely store, manage and utilise client data
Structured and comprehensive support and training to help you make the most of Sentry
Contact us for a free demo today