The reason we set up the Binder mortgage adviser CRM portal was to make all our working lives easier. Working in a highly regulated industry such as ours creates a unique set of daily pressures, not least ensuring that we’re being compliant within the guidelines set by the Financial Conduct Authority, and also to ensure that we are now meeting the additional requirements of consumer duty - another layer of client due diligence set out by FCA since 2023.
Time is a valuable resource, and it's one that can be rapidly eroded by the following additional pressures:
How you want to spend your spare time is up to you, but our top tip is to make sure you use Binder as much as you can on a daily basis throughout the trial period, so you can see how it can transform your working week.
As mortgage advisers ourselves, our ambition for Binder was to reduce the daily hassles that turn 9am-5pm days into 8am-9pm days, and see too many of us playing catch up on admin and compliance. We also wanted to free up time so that we could either:
Firstly, Binder has a seamless interface with Intelliflo, one of the largest professional platforms that manages many professional advisers’ CRM data management. So, if you’re migrating your client data over to Binder, this is an easy-to-do process and because of the security and encryption embedded in our system; there’s no risk of your client confidentiality being compromised.
You’ll also notice how we’ve created data fields that are just specific to mortgage advisers, which means you don’t have to skip through irrelevant sections or pages. Not only does it mean less data entry, but the system is faster and more responsive than larger platforms which are having to manage vast amounts of data.
Don’t migrate all your cases across, but choose a good ‘active’ handful that are at various stages of progression. By doing it this way, you can see how Binder helps you move through the full life-cycle of an application.
This is one of several game-changers that we’ve designed into the system. Essentially, it amalgamates all your client communications into a single ‘funnel’, which means you’re not trying to grapple with a myriad of conversations from emails, texts, WhatsApp messages, and other sources.
Feedback from clients has shown that this is a really effective and simple feature for them to use too. And the great thing is that it’s also fully secure, especially when it comes to uploading supporting documentation such as ID, bank statements and payslips.
Binder is designed to free up all those lost hours spent on time-consuming admin. So get into the habit of using our Organisation Management feature which enables you to define who can do and see what. By delegating access, you can assign specific tasks to other members of your team so that they can focus on data management, while you focus on client-facing consumer duty and new business development.
You can still retain all the files that you’ve been working on, for an unlimited period of time allowing you to carry on working on your Binder caseload. You can safely download your ‘work in progress’ files for your records, and compliance at any time.
User feedback is really important to us so, we’d really like to hear how you went on, and how the whole experience was for you. And if you want to continue, we can support you through the full on-boarding process.
If you need any technical support during your trial, simply email support@binder.cloud at any time.
Remember, Binder is currently just £50 pcm per user, with no limit on the number of cases.
Here’s what Chris Clegg, Mortgage Adviser and a recent convert to Binder, says about it.
“Binder has been one of the easiest financial CRM systems I have used and now that Binder allows me to sync through my current IO platform it has managed to give me so much time back.”
You can also read his blog here.
If you’d like to sign up for our FREE 30 day trial click here.
