What Is Sentry Financial Software?

What is Sentry?

Sentry was created as a solution to help busy mortgage brokers manage and protect client relationships. As far as management systems go, it’s pretty advanced. Here’s what it can do for you:

• CRM System – Log, follow up and report interactions with prospects and clients
• Case Manager – Track mortgage progress from application to completion
• Reminder Tool – Assign tasks and set notifications for important reminders
• Document Storage – Keep your clients financial documents organised and safe
• Reporting – Review key analytics including client property and financial summaries and business summaries
• Emails/SMS - Send instant communication to your clients about their case

You’ll soon find when you begin using Sentry that it will become central to your business, helping you navigate a smooth mortgage process for your clients.

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