Customer behaviour has been changing in recent years, with more and more people spending time on digital platforms. Because of this, the best way to enhance your customer’s experience is by being where they are: online!
By investing in mortgage software, you will make your life easier and build better long-term client relationships.
Improving your client relationships using Sentry
Do you know what’s bad about manual processes? They are slow and involve a lot of paperwork: with a mortgage software, those time-consuming processes are automated, which means more time to ensure your clients are happy. What’s more, Sentry’s reminder tool will keep you fully informed on important dates, like a client’s birthday (talk about making clients feel special).
Using technology to operate your business you can meet and even exceed client expectations, impressing them with your communication, promptness, and level of care. The fact that Sentry can be accessed anytime, anywhere, from any device, makes for streamlined communication, so you and your clients will always be on the same page.
Sentry tools enable you to log and recall key information about your client’s financial circumstances which can be used for a case at hand or in the future when they return to you to re-mortgage, move home or maybe even purchase a buy-to-let. This won’t just save you time, but it will make clients feel special because you’ll know their finances inside out.
Most importantly, your clients can rest assured that their personal and financial data is protected and in safe hands.
If you would like to start engaging with your clients more efficiently and you would like to build the right processes to ensure they stay with you long-term, explore Sentry today!