The chances are that you’re in holiday mode right now, and who can blame you. We all work hard for a well-earned break.
So, we’ll keep our summer blog short and to the point, because we know that time is a precious commodity. And family time is important.
As mortgage advisers, we’re all juggling so many different things - sourcing the best mortgage products, building our new business pipeline, keeping on top of admin, chasing documentation, making sure we’re FCA compliant, fulfilling our FCA consumer duty obligations - and so on. But once your holiday is over, how ready are you for optimum workflow efficiency when you head back to your desk?
As mortgage advisers, we’re all juggling so many different things - sourcing the best mortgage products, building our new business pipeline, keeping on top of admin, chasing documentation, making sure we’re FCA compliant, fulfilling our FCA consumer duty obligations - and so on. But once your holiday is over, how ready are you for optimum workflow efficiency when you head back to your desk?
(Btw, there are no wrong answers.)
2.As a mortgage adviser, what is the biggest consumer of your work time?
3. What do you see as the main obstacles to doing your job really well?
4. What do you find really rewarding about being a mortgage adviser?
5. If you started to save time through workflow efficiency, what would you do with it?
6. Which of the following statements reflects your view on Fact Finding?
7. How soon are you thinking about your next holiday?
That’s it. You've done it!
The aim is to get you ton think about how you're spending your time, and where you can save it. There are no wrong answers although we do hope that, like us, you wouldn't prefer to carry on working 52 weeks a year, and that you found time for a well-deserved break.
Time away from the computer is important, which is why we created Binder - to help all of us achieve the right work-life balance while also enabling us to meet the various demands of our job, all of which we covered in questions 2, 3 and 4.
The biggest challenge we all face, as mortgage advisers, is how to best use our time. Which is what this quiz is all about. Binder was designed to achieve the following:
With the Binder mortgage adviser CRM portal we’ve designed it so that you can give administrators access to help with your back-end admin (chasing and uploading documentation), allowing you to focus on new business and looking after clients.
Also, with so many rate changes and varying product offers, we know how time consuming this can be. Binder helps you stay on top of all your admin by keeping all your documents safely stored in one place, for easy access.
And it’s the last feature, and our most recent addition to Binder, that is now coming online this autumn after a summer of trials and testing on real-live caseloads.
The Binder Fact Find is a real time saver because we’ve designed it to be intuitive, easy to populate with client data, and seamlessly integrated with existing mortgage adviser CRM systems like Intelliflo .
As Binder co-founder Simon explains:
The new Binder Fact Find feature is designed to be an industry game changer. The biggest challenge for mortgage advisers is that we’ve been using generic financial services Fact Finding systems that ask too many irrelevant questions, or have empty data fields that we have to navigate our way past to find the data fields we need.
Our approach has been to develop a system that is more intuitive, fast and more efficient to use, and one that remembers client data for future reference with remortgage applications or new mortgage quotes further down the line.
Want to get back to the office and totally smash your workflow efficiency?
Book a free demo, followed by a 30 day free trial.
Just email info@binder.cloud and we’ll be in touch.
