We have been using the software for almost a year now and have had a great experience.
What do you like best?
easy for clients to provide their mortgage application details and documents in a secure and compliant way.
We started using the software just as the world was going into lockdown in early 2020 and have not looked back.
The software has revolutionized the way we work and interact with clients.
Updates and improvements to the software every week.
Really progressive and forward thinking company.
What do you dislike?
No ability to run reports yet but I believe that is coming soon.
What problems are you solving with the product? What benefits have you realized?
Before we started using the software we had to manually gather the clients details and request documents.
It is still a challenge to get all of the necessary mortgage documentation requirements from clients but much better process with the software.