Now that Binder is becoming an established part of the mortgage adviser landscape, we’re at the stage where we want to enhance the user experience further.
As new interactions have worked their way through the development stages, we’ve taken a closer look at how we can bring even greater workflow efficiencies to your daily mortgage caseload management.
The foundations of Binder have been built on our simple belief that, as mortgage advisers, we need to be smarter with the way we spend our time. Working with colleagues in the industry we know that some of the most time consuming aspects of our job are:
• Client communications - keeping up to speed with clients at different stages in their mortgage application process
• Caseload prioritisation - identifying which mortgage application really cases need your attention the most
• Fact Finding data input - populating all those data fields based on your detailed information capture from your client
So this is where we’ve directed the latest phase of user-experience enhancements.
Every mortgage adviser needs a ‘to do’ list to stay on top of their day. Even if you take the ‘analogue’ old school approach and write lists in your notebook, a digital action list within the Binder system can now make a big difference to your workflow efficiency.
The new ‘to do’ function has been designed to highlight the mortgage case loads that need your attention next - mainly because there’s been a new activity or progress that means they’re ready to be moved on. Or, you might also decide that, apart from the cases highlighted for your attention, that you want to select a cluster of client files to work on. Binder now enables you to do this.
This is a really smart enhancement that enables you to chat directly with your client when you’re in the Binder portal and you can see that they're active, for instance uploading documentation. The system now notifies you that the client is ‘online’ giving you the opportunity to grab their attention while they’re using the portal.
Because Intelliflo is such a mainstream platform within the mortgage and wider financial services industry, we know that the development of our mortgage-specific Fact Find features needs to interface with this system.
This year has seen significant investment in developing what we know from mortgage adviser networks is a real game changer - a Fact Finding feature that is tailored specifically for the questions and data fields that you need to populate from your information gathering process with your clients.
The Binder portal is already integrated with Intelliflo but the key development this autumn will be to integrate the Fact Find feature. This is where we want to achieve significant marginal gains for mortgage advisers by speeding up the time-consuming data population process - which can be lengthy. And sometimes frustrating.
At the moment, this is the one area where Binder doesn’t automatically data-fill Fact Finding information. Once we've cracked this key point of integration we believe Binder will deliver even more workflow efficiencies, particularly when combined with the other refinements that we’ve recently introduced.
“Ultimately, we want to get to the stage where Binder becomes a truly seamless part of our everyday mortgage processes. We know from user feedback that it’s already helping mortgage advisers save valuable time, but now we’re really working on these latest modifications to make Binder a genuine market leader in terms of user experience and simplicity”. Simon Horsfall.
This autumn we’re doing a big push on client demos. Followed by a free 30 day trial. So get yourself organised for 2025 and see how Binder can make a real difference.
Contact us today to book your initial demo.
