The Go Automation Document Management System is Built for Mortgage Brokers by Mortgage Brokers
How much time could your business save with an efficient Document Process?
Remove the frustration of searching emails for documents
Improve compliance, email is not a secure option for sensitive documents, our system is encrypted and entirely secure
Includes electronic signing software and automation
And, the best part? Its totally customisable to your business needs
How Does It Work?
The system includes every option you could possibly need for a full document list for every type of product/service your business advises on
You simply select the product category, number of applicants and employment type
A check list with the the correct list of required documents will automatically be set up on the Admin and Customer's Portals.
Notification will automatically be sent to your customer via text and email with their login details.
Additional documents, that are specific to the application or may be required later in the application process, can be added to the checklist at anytime
Remember, this will be set up completely bespoke to your own businesses needs
Whats included in our Mortgage Specific Document Management & Automation System
Totally customisable in relation to the products/services you advise on together with the documents you require for each category
You choose the naming of documents to suit your business
Send your document request with 3 clicks
Option to add additional document requests as case progresses
Customer friendly portal, customers upload documents via phone camera or upload options
A Two Way Text and Whatsapp System, enables your Team and Customers to easily communicate with each other
Traffic Light System - Allows Admin and Customers to see progress
Automated notifications regarding new uploads or messages delivered to Admin and Customers
Choose which follow up automation works for your business, e.g. do you want the system to chase every 2 days and remind customers documents are outstanding? You chose if and how you want automation chasing to work
Option to use our online customer friendly fact find that dove tales into the Document Management System
If you chose to use the fact find part of the system, it intelligently knows which employment documents are required based on fact find answers
Secure method to obtain documents, remember email is not deemed a suitable route to receive sensitive documents
Want to off load the data? No problem, once the document request is complete, download all documents easily in a well organised Zip file at the click of the button
API integration with other mortgage process CRMS, means you can push fact find fields to other systems, resulting in one more powerful end to end system
"Business Owners that are hungry for growth and want to realise their vision will find automation can accelerate their dreams and aspirations"
Go Green! A Traffic Light System Keeps You and Your Customers Organised
WHY DO OUR CLIENTS LOVE US?
Also included are a huge range of marketing and business automation tools for mortgage brokers
By utilising automation and AI you can cover more bases and improve your profitability while creating space for you to work on other growth stimulators in your business
34%
Did you know, Automation Increases Lead Conversion?Without automation investment in leads
can be wasted
+40%
Of Companies now invest in marketing automation technology to help set them apart from their competitors
book your one 2 one business automation review
WOW - I wish I had worked with Go Automation Sooner
What would it take for you to say this 6 months after working with us? That is how we will approach our initial meeting with you, Let's get focussed on what you want to achieve and what it would take to get you to that WOW feeling
© Copyright 2023. Go Automation All rights reserved.