Check your user agreement: If you’re using systems provided by your banner (DLC, Verico, M3, etc), you will almost certainly discover that all of your customer information legally belongs to them. If you use their systems, they have your data. Break free with BrokrBindr.
We offer a much better way
to manage your mortgage brokerage business.
You are in control.
With BrokrBindr, your data is your own.
Want to grow your business?
How many steps, beginning to end, does a mortgage application go through? Six? Sixteen? With BrokrBindr, you decide what works best for your business, and for your clients. Add, modify, reorder the steps you choose anytime, and share that methodology with everyone on your team. Then… see at glance exactly where each deal sits.
BrokrBindr is a great value if you use merely as an alternative front-end to Filogix. No time-outs, easy to navigate, and the data is safely secured in an account you control (consistent with the consent given to you by each of your clients). You will continue to use Filogix to run your credit-pulls, and to submit completed applications to lenders, and BrokrBindr will make every step easier, faster and more consistently reliable.
You probably sent two emails this morning asking a tardy client to submit still-missing condition documents, and it probably took you twenty minutes to figure out what you had, what you’d approved and what you’re still missing. Cut that to twenty seconds when you select a prepared, personalized, branded email template and which auto-generates the list for you. Provide the personal touch. Impress clients with your professionalism. Do it way faster!
Suppose you have an opportunity to work on a pre-approval for home purchase. You know from experience what condition documents you are likely to need from each of the applicants… Wouldn’t be great if you prepare and send a well-formatted, nicely-branded email to your client in with that list of documents, in just a few clicks? BrokrBindr addresses the repetitive tasks in your deals, and makes them faster, more accurate, more consistent and easier!
You have worked hard to gather your client’s information, and they are trusting you explicitly to safeguard that information. It is to be shared only with appropriate partners, in appropriate ways… but most brokers send emails to their lenders, lawyers and other correspondents (and as you may have heard, unencrypted email is not secure at all). BrokrBindr provides you with all the tools you need, out of the box, to assure secure transmission of confidential information only to those parties to whom you direct it. All information kept in BrokrBindr is securely stored at our Canadian data centers.
Think about your Monday mornings… if you’re like most of your peers, you begin by struggling to remember what you were doing on Friday afternoon, and likely looking for the answers in your email inbox. Wouldn’t it be better if, for every current transaction, you knew exactly where you at, and exactly what each transaction needed next? With BrokrBindr, you always know what to do next.
We offer full training! You can be up and running in days, if not hours!
We are the better way to...
- Send invitations to prospects in three clicks
- Manage your clients in a way that they dream about
- Collect, review, approve and transmit documents quickly and securely
- Manage applications at a glance… always know what to do next!
- Submit applications to Filogix / Expert electronically (no retyping!)
Customer Service and support you can count on! Every Time!
A highly secure platform in which mortgage brokers and agents get mortgage deals done, documented and paid out.
Successful mortgage brokers today need:
> a great team
> multiple sources for well-qualified leads
> reliable systems using repeatable processes
BrokrBindr is the cornerstone of your systems and processes strategy.
Everything deal-related is in one secure spot! Always know what to do next.
Now you can focus more fully on your teams and leads!