The third part of the platform is client management.
Did you know that it costs five times more to get a new customer than it is to keep a current customer happy with good old service and communication. If that's the case why not spend more time looking after your current clients.
Wrap up a client mortgage application, financial information, the client profile and you have the basis for one of the most comprehensive databases at your finger tips.
Now imagine utilizing that information in "MyClient"
Track and manage existing clients and prospects.
Categorize clients for various levels of service.
Setup automated tasks including emails, reminders, etc.
Run client reports.
Setup and manage letter and email templates.
Setup and manage personal and client reminders.
"MyClient" platform also includes:
A completely integrated email program and the first of its kind email tracker. All email correspondence can now be tracked to a client and/or application(s). You can now maintain a full history of email correspondence.
Calendar and appointment system. Setup appointments and reminders. Get reminders via email or text message to your phone.
Paper Free! . The GoMax platform allows the mortgage broker to become completely paperless. Upload documents to client profiles and mortgage applications. Maintain a full history of all email correspondence.
Professional tracking . The first system of its' kind in Canada, the MyDeal commission tracking system is designed specifically for the Canadian mortgage broker industry.
