.
As we all know, the best decisions come from asking the right questions. And the motivation for developing the Binder CRM portal was that we wanted a system that helped resolve the key pain points that, as mortgage advisers, we were experiencing every day.
As this recent article from the Society of Mortgage Professionals serves to show technology and AI are now transforming the way mortgage advisers work. So we wanted a solution where every application of tech made a tangible difference to every feature. And in doing so, provided real time or cost saving benefits for our users.
However, the flip-side of a tech-led approach to helping mortgage advisers do their job well is that some systems can over-promise and under-deliver.
John Parr, Principal of Trusted Market Advice, recently argued in the UK edition of Mortgage Introducer that many mortgage CRM systems are not built for the realities of the industry. We beg to differ.
Which is why, over the past three years, we’ve invested heavily in the development of Binder to create a real-world CRM system that resolves the many competing challenges mortgage advisers face every day, namely:
“Choosing the right mortgage adviser CRM system can be a major headache. We also know it’s a major cost consideration and additional overhead. So we created an intuitive CRM portal that sweats all the small stuff, and enables you to build value where it really matters - developing rewarding face-to-face relationships with your clients”
Generic financial services CRMs are false economies. You need a system specifically designed for mortgage case management, compliance, and lender relationships - built around the way advisers actually work, and the regulation framework of the industry. Take for instance our mortgage-specific Fact Find which is designed to make data entry fast, efficient and intuitive - with no unnecessary time consuming duplication of content. Every data field is relevant and pertinent to the information that mortgage providers look for when making lending decisions.
Look for flexibility. A great CRM adapts to your workflows and scales with your firm, not the other way around. When we developed Binder, we wanted it to feel a seamless part of your everyday workflow, so an essential “must have” was its integration with the industry-standard financial adviser platform Intelliflo.
Audit trails, client consent, advice records - they should be clear, quick, and automatic. We know what FCA compliance and the additional requirements of Consumer Duty mean to every mortgage broker. So, our case management system enables you to securely store, search, and retrieve all your client information to prove you’re operating in a fully compliant manner.
Ease of use is everything. If it’s clunky and unwieldy it becomes frustrating. Choose intuitive design and automation that reduces manual work. With Binder, we’ve placed a big emphasis on access anywhere usability, while our recently introduced automated correspondence and electronic signatures make it easier to progress each client case - without having to originate documents and arrange meetings for wet-signatures at key stages in the process.5. Can it grow with you and your business?
Think long-term: scalability, multi-branch setup, and data portability should be built in from day one. When we designed Binder, we wanted to make it indispensable for stand alone independent mortgage advisers, or larger mortgage networks - so our portal is scalable to the size you need it to be.
Also, our organisation management feature enables you to assign and segregate different users within your business, allowing different levels of access. As your business grows, you can use Binder to delegate non-compliance tasks to admin members of your team, enabling you to focus on developing high value client relationships.
The real test starts after launch. Coming on-board, training, and responsive support are what turn intuitive software into a long term, profitable partnership.
And because Binder automatically integrates with Intelliflo, you’ll be using it through a familiar platform, with the added advantage that data migration of all your client files is safe and secure. Moving to any new system is not without its anxieties, so we’re here to help you with any technical issues or concerns you may have at this critical setting up stage.
Transparent pricing, clear development roadmaps, and honest communications matter as much as features. Every marketing tool that you pay for is an additional overhead - so Binder needs to earn its keep.
We believe that our £70pcm fee, with no limit on caseloads, represents outstanding value for money.
Plus, Binder is a CRM portal that is always in a state of evolution and refinement. Recent product developments include the addition of direct mortgage sourcing from Twenty7tec, client vulnerability assessments from Comentis and management information tools with our new Performance Analytics. We’ve also just added Mortgage Brain broker software as part of our mission to create the ultimate all=-in-one digital mortgage adviser processing too. Fully self-contained.
And very soon we’ll be bringing in AI tools to offer another layer of scrutiny to check for potential errors on both the big and smaller details.
“Binder has been an ambitious development project aimed at creating a game-changing tool that will revolutionise the way every mortgage advisor works. It’s about delivering marginal gains and workflow efficiencies in every area of your daily role. As such, we think it’s the CRM tool of the moment - and one that sets a very high standard for usability, accessibility and affordability.” Simon Horsfall
But don’t just take our word for it, see it for yourself by booking a FREE 45 minute demo We’ll show you the complete mortgage application journey, and how Binder helps at every key stage.
