Mortgage broker
Your clients know exactly what to provide, and their file is complete the first time.
Chasing missing documents and following up on pending files takes more of your time than the advice itself.
Your clients know exactly what to provide, and their file is complete the first time.
The time you get back: To support your clients, not to chase paperwork.
Your notes and follow-ups stay organized in line with your compliance obligations (AMF) and Law 25. You approve everything.
Do you recognize yourself?
- You sometimes forget to follow up on a quote or a payment. A reminder alerts you, or a follow-up email is prepared for you.
- You answer the same questions by email, over and over. An AI assistant prepares the reply. You review it and send it.
- Your clients are noted down all over the place: a notebook, an Excel file, your phone. All your clients in one place, in an online client book.
Simple, from the start
to the finish.
A simple, transparent method: you always know where we're headed, what it costs and what it brings in.
- Step 01
Discovery call
30 minutes, free and with no commitment. We get to know your reality, your frustrations and your goals before talking solutions.
- Step 02
A picture of how you work
We look at how you work and spot where AI and Zoho will save you time.
- Step 03
Implementation
Automated tasks, AI assistants, Zoho setup: we move forward in steps, checking each step with you.
- Step 04
Training and follow-up
We train your team until they're self-sufficient, then we stay available to optimize and evolve your tools.