Blog Article

In an increasingly faster, technologically advanced world, it can be difficult to keep up with your customers ever changing and increasing expectations. More and more businesses are having to automate processes and digitalise systems to keep up with the pace and so do you!

Using a digital platform like Sentry, you’ll be able to streamline your business without losing that personal touch. If anything, Sentry has tools which are going to help you enhance your client’s mortgage experience and keep them coming back. Need we remind you, the future is full of uncertainties, if you can operate business online, you can service clients from anywhere on any device.

Let’s take a look at the benefits of adopting Sentry to enhance your client’s mortgage experience:

1. Real-time info – clients can be as up to date on their mortgage case as you are.
2. Convenience – clients can log into Sentry to access their mortgage and financial information from the comfort of their own home
3. Instant communication – clients can always be kept up to date using Sentry’s email/sms functions
4. Data security – client data is safe and secure.
5. Goodbye paper – storing documents online, client’s will never have to worry about losing paperwork!
6. Reminders – you can set reminders for important dates to show clients you care e.g. birthdays and moving in anniversaries.
7. Knowledge – accessing financial and property summaries, clients will know their finances inside out.
8. Convenience – clients can forget using different CRM tools, task managers and reporting tools, with Sentry they’re all in one place.

As you can see, Sentry has a lot to offer you and your clients. Book a demo today to transform the way you run your mortgage business.

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