Blog Article

Buying property is a big deal, it’s one of the biggest purchases a person will ever make, and people are putting their faith in you to make it happen. If you want to make sure clients choose you over a bank or another broker, using a mortgage software might be just the thing for you.

The difference between using software and a spreadsheet

• Start building a relationship with someone as soon as they’ve enquired- with permission you can use their pain points or goals to send them helpful information. Be the person they turn to when they have a question about their finances or property, soon enough they’ll become a client.
• In order to deliver an exceptional service and make clients remember you, you need to take them on a journey offering guidance and support every step of the way, do you think a spreadsheet can take your clients on a journey? You know you don’t have all the time in the world to spend with clients, so why not get a bit of help. Sentry can help you keep clients up to date and provide them with all the information they need at their fingertips.
• What do they say about energy, it’s contagious? If you’re stress free, organised and cheery your clients are going to feel as though you’ve got everything under control, and this gives them confidence in you. Happy you = Happy client.
• I’m sure you’ve experienced one of those ‘uh-oh’ moments when you’ve lost an important document or forgot to save a file. If you’ve had to ask a client for the same information twice because you’ve misplaced an email or lost paperwork it doesn’t look great. With Sentry, you can be sure information and documents are exactly where you left them.
• Sometimes it’s easy to forget about the little things, the birthdays, the moving in anniversaries. Thanks to Sentry, you’ll always know about these important dates to make your clients feel special.

Now do you see how using a software can add value to the service you provide your clients.