Lenders use an array of rate offers and other incentives to attract
customers in an increasingly competitive mortgage market. Mortgage brokers
must ensure that the advice they provide is
appropriate, and may be held financially liable if the advice is later shown
to be wrong. The ability to access the correct information at all times is
therefore paramount.
Case Scenario
In this low-loyalty space, the ability to attract clients and promptly close
business are important factors in a mortgage broker’s success. When on the
road, mortgage brokers need access to credit assessments, lender application
forms and legal disclosure documents in order to close sales when the
opportunity is warm. Delay in providing the correct information usually
results in a prospect being lost to a competitor.
The WICKSoft Mobile Documents Advantage
WICKSoft Mobile Documents offers mortgage brokers the
ability to access and view documents located on their
network drives, and email and fax documents to prospects directly from their BlackBerry’s. The
advantage is clear – enhance your ability to close sales by always having
access to your important documents.
Click here to view the 'Financial' solution specific
flash demo.
