Collecting documents from clients can be tricky, often leading to fumbling with scanners, photocopiers and fax machines. BrokrBindr gives you the tools to collect documents from your clients electronically, making document collection a breeze.
BrokrBindr comes with a built in public web form, allowing you to get applications started with the click of an button. Let clients fill out initial information from the comfort of their homes. All their information is saved and ready for you within BrokrBindr.
Due dates and timelines are always important. BrokrBindr understands, and reminds people when they have tasks or documents due, automatically.
Traditional business workflow clutters the inbox and leads to lengthy email chains and information that’s hard to find when you need it. With BrokrBindr, you can keep all of your client’s important documents and information at your fingertips.
With a little bit of guidance, BrokrBindr has the power to qualify your leads instantly. Set limits on what type of clients you’re looking for and let BrokrBindr do the math for you.
While every client is different, the set of tasks that you need to do, or documents that you need to collect are generally the same across the board. BrokrBindr can help you manage those repetitive to-do’s and streamline your efficiency.
No more creating folders within folders within folders. BrokrBindr intuitively collects and manages your documents related to clients and applications, allowing you to access them with little to no effort at all.
Submitting to lenders is a meticulous process; ensuring all the information you need has been collected can become a daunting task. BrokrBindr can help validate and manage that information to let you know exactly what you’re missing before you submit.
It’s often said, the strongest leads are referrals. BrokrBindr not only allows you to manage your referrers and referrals, but also keeps your referrers enthusiasm to send you new references. BrokrBindr allows you to leverage your network to boost your business.