When we first set up the Binder mortgage adviser portal we actually thought the best way to road test the system was to give everyone a free 30 day trial.
But with so many new features added since its inception, the best way to understand how we can help you optimise your workflow efficiency is with a comprehensive product demo.
Which is how we’re introducing our game-changing mortgage advisers portal to industry professionals.
Through each demo, what we’re now showing mortgage advisers is the wealth of features that we’ve now developed to make Binder your indispensable partner for every aspect of your mortgage case load.
Coming from professional mortgage adviser backgrounds, Binder has always been designed to tackle the core challenges that can bring additional stresses to our daily work. These include:
Speed, efficiency, accuracy and usability.
As we explain in all our demos, Binder is a go anywhere, use anywhere portal for mortgage advisers who want complete control over their workflow.
Over the past six months we’ve introduced a raft of new features which are designed to dramatically improve the way you manage and prioritise your caseloads.
For starters, we’ve now integrated Binder with the mainstream Intelliflo platform for seamless integration. This has always been a major development project which has now been universally rolled out in this latest dev iteration.
But more importantly, the end of this year will see our new mortgage adviser Fact Finder interfaced with IO which will allow you to:
Because Fact Finding is the foundation to all successful and compliant financial advice, the Fact Find feature is a key part of our demo. What we want to show you here is the rigour behind its design, its speed of use and the intuitive way it knows the fields you need to use. Previously, with other financial services Fact Find systems there have been too many irrelevant data fields that get in the way of the real information that you need to collect. Our version really does speed up what can be a very time consuming data management task.
Another great feature of Binder is the hierarchy of users that can be set up, which enables you to delegate certain tasks to your admin team who can work on progressing cases by uploading supporting documentation. This is great for when you want to spend time away from the office meeting new clients and ensuring you meet your consumer duty obligations by giving proper and appropriate advice.
And because the Binder mortgage adviser system is encrypted, all your data is safely and securely stored - and always available for downloading to meet FCA compliance.
We can also show you how Binder actively alerts you to the different development stages as each case progresses. We know from our own experience that, as you expand your base of mortgage applicants, staying on top of each one can be quite challenging, especially when you’re managing a constant flow of communications.
Another feature that is important to demonstrate is how Binder can streamline all your client communications into a simple funnel that helps you follow a thread of conversation from a single source. This is a massive time saver as it saves you trying to contain the mass of messages that follow you through each case, from each client. And remember, these captured conversations are safely stored for client confidentiality and as additional supporting evidence for compliance.
Finally, what we also want to demonstrate is how we’ve created all the technical checks and balances to ensure a safe and secure transition from your current platform to Binder. We know that using new technology, particularly one that will become your day to day partner, requires a leap of faith when so much valuable data is at stake. But we can reassure you that our stress test of the system, plus its verified use by mortgage advisers, will enable you to make the move to Binder with confidence.
Here’s what Chris Clegg, a Binder user, has to say about the portal:
“Binder has been one of the easiest financial CRM systems I have used and now that Binder allows me to sync my cases through my current IO platform it has managed to give me so much time back.”
Now’s the time to see it for yourself. Set yourself up for greater success in 2025 by booking a demo today. Just click on the link to choose a convenient time.
https://www.binder.cloud/book-a-demo
