Mortgage & Insurance Advisers
Write more business without writing more emails.
Advisers do not lose deals because they are bad advisers. They lose them because an application went quiet for four days while everyone waited on one document. The work that decides your revenue is follow-up, and follow-up is exactly the work that gets dropped when you are busy.
See What Your Firm Could SaveWhere the week goes now
- ✕Chasing the same three documents from every client
- ✕Applications going quiet because nobody owned the next step
- ✕Compliance records assembled the week the audit lands
- ✕Re-keying client details into the CRM, the lender portal and the file
- ✕No clear view of which applications are actually progressing
What happens instead
- ✓Document requests sent and chased on a schedule, without you remembering
- ✓Every application followed up until it moves, automatically
- ✓Compliance reminders raised before deadlines, not after
- ✓Client details entered once and reflected everywhere
- ✓A live picture of every deal in progress and what is holding it up
Typical for a small team in this sector
~9 hours a week
Around 432 hours a year returned to the work you are actually paid for.
An estimate, not a measured result — based on a 48-week year. Use the calculator for figures built on your own team.
Works with what you run
Keep every system you already use.
Nothing is replaced and nobody retrains. If one of your systems is older or more awkward than the rest, that is usually the one hiding the biggest saving.
Accomplish more with the people you already have.
Half an hour with us and you will know which hours your firm is losing, what they cost you a year, and whether automating them is worth it.
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