Get client information, documents, and all communications in one place.
Interactive & fun training sessions for your team to buy in and derive maximum value.
Reducing touch-points by improving processes lead by enhanced collaboration.
With a clear view of your revenue pipeline enabled by our built-in CRM.
Digital Vault & Communications Hub for increased transparency and efficiency
Business Intelligence built-in with customization to create reporting dashboards
Rapid Approvals with applications to ALL lenders submitted and managed from one place
Easy for clients to provide their mortgage application details and documents in a secure and compliant way. We started using the software just as the world was going into lockdown in early 2020 and have not looked back. The software has revolutionized the way we work and interact with clients. Updates and improvements to the software every week.
The platform is designed perfectly and is so easy. Applying for a mortgage takes minutes which makes customers very happy. It is also self driven so customers can upload all of their documents and track their application without having to get in touch with us or meet in person. There is a lot less stress in general with the online application.
This system is so user-friendly, and everything is in one place! From the broker and customer side, the mortgage process from start to finish is very smooth and seamless. Hadeed has been such a fantastic help and is so open to our team's suggestions, whether that has been to change something that would make our process smoother or fix any bugs we had come across. The mailbox function has been very useful for us as we can all see correspondance from the clients if a follow up is needed when a team member is out of office.
Everything is in one place on this platform - from the start of the mortgage process to the drawdown. I utilize the inbuilt mailbox a lot so I can keep track of all correspondence on a case. This is especially handy when anyone in the team needs to refer back to a query. (either from the bank or the client) I would highly recommend OnlineApplication.