CRM and mortgage administration platform, Mortgage Magic, is to supply mortgage and safety brokerage Entry Monetary Companies with a brand new again workplace system with full entrance finish integration.
Entry employs 60 advisers and has development plans to double its adviser rely over the subsequent 12 months.
The brand new system will present a compliant ‘enquiry to completion’ course of accessible from any location by advisers and assist employees in addition to forming the central hub by way of which the consumer base will be proactively managed and guarded.
Tanjir Sugar, chief government of Mortgage Magic, mentioned: “We’re delighted to have been chosen to supply the infrastructure for such a big and extremely regarded mortgage brokerage as Entry. We’re offering an entire cloud based mostly CRM resolution for proactive buyer administration, whereas on the entrance finish, our platform presents in-built case monitoring, digital ID verification, safe GDPR compliant doc storage, assist within the type of a powerful compliance operate with 100% file checking and will be absolutely built-in with suppliers comparable to Twenty7Tec and iPipeline if required.
“What units us aside is our means to always evolve due to our superior use of AI expertise which permits us to innovate rapidly and meet the precise wants of shoppers like Entry. Our platform is subsequently simply as related to small companies and single advisers as it’s to giant gamers like Entry.”
Karl Wilkinson, CEO of Entry Monetary Companies, added: “Our future plans rely on having a rock stable infrastructure to assist us handle our consumer base and to allow our rising variety of advisers and assist staff members to supply new clients with a degree of service that not solely will increase our effectivity however which is compliant. Mortgage Magic’s package deal does simply that.
“Whether or not we work remotely or from the workplace, our new Mortgage Magic platform might be our central hub for absolutely compliant case processing and an entire CRM and enterprise administration system.”