It was also a hassle to mess around with paper forms or PDF files and a string of emails. I often had delays in getting documentation from clients and most of it was inaccurate or incomplete.
Apart from the sheer frustration of dealing with these hassles on a daily basis, it was seriously impacting my earning capacity. I was wasting time that could be better spent seeing more clients and writing more loans.
It was exciting when Brokerpad was launched. Brokerpad has automated my fact find process and literally transformed my business.
The client sign up process is now a breeze… I am able to write more loans and I’ve got back my sanity!
Now after qualifying a new client, I just email them a link to the Brokerpad online Fact Finder. The client simply clicks on the link to fill in their information and they upload the documents that I have specified.
Brokerpad enables me to get most of the information and documents I need before meeting with clients. The meeting is now focused on building rapport, providing valuable product advice and structuring their loans.
You can try Brokerpad for free and see the significant difference it will make to your business and your life.