Ratings and Reviews 0 Ratings
Ratings and Reviews 0 Ratings
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What is BrokrBindr?
Maximizing productivity is significantly more effective than simply putting in more effort. Successfully finalizing deals provides a greater sense of fulfillment than witnessing them fall through. It is crucial to deliver the outstanding service that your clients rightfully expect. By doing this, you can secure a considerable advantage over your rivals. Transform your mortgage brokerage with BrokrBindr, an innovative tool that acts as an alternative front-end to Filogix. With seamless operation, intuitive navigation, and data securely managed in an account under your control—following the permissions set by your clients—BrokrBindr significantly improves your workflow. While Filogix remains your go-to for credit pulls and submitting completed applications to lenders, BrokrBindr optimizes each phase of the process, making it faster, more efficient, and reliably consistent. Tasks that previously took twenty minutes to draft emails for condition documents can now be accomplished in a mere twenty seconds by using a customized, branded email template that automatically compiles the required document list. This enables you to keep a personal connection with your clients while demonstrating your professionalism, creating a lasting impact. Ultimately, adopting these tools not only increases your efficiency but also elevates the client experience, ensuring that you differentiate yourself in the crowded marketplace. Embracing innovation in your approach can lead to substantial growth and success in your business.
What is BrightOffice Lender CRM?
BrightOffice Lender CRM provides an all-encompassing cloud-based loan management system specifically crafted for lenders. By leveraging insights from industry professionals, this integrated platform covers every step of the loan process—from initial inquiries and data collection to application submission, customer onboarding, and loan ledger oversight. Designed to align with your unique business workflows, service level agreements, and product categories, the flexible workflow engine accommodates various communication channels such as email, documents, letters, and SMS. Additionally, our adaptable API facilitates seamless integrations with prominent platforms like TransUnion, Experian, the UK Land Registry, and Microsoft Power BI. You can also customize the CRM to reflect your company’s branding, ensuring a unique and professional interface. To further enhance productivity, users can efficiently auto-populate full addresses using just postal codes, which not only improves precision but also conserves valuable time. With BrightOffice Lender CRM, you can achieve a streamlined lending process that is distinctly tailored to represent your brand, ultimately elevating your customer experience. This innovative system is designed with your success in mind, allowing you to focus on what truly matters—building strong relationships with your clients.
Integrations Supported
QuickBooks Online
Auto Decision Platform (ADP)
Constant Contact
Experian Connect
Fetchify
Filogix
GoCardless
Mailchimp
Microsoft Power BI
Moodle
Integrations Supported
QuickBooks Online
Auto Decision Platform (ADP)
Constant Contact
Experian Connect
Fetchify
Filogix
GoCardless
Mailchimp
Microsoft Power BI
Moodle
API Availability
Has API
API Availability
Has API
Pricing Information
$59 per month
Free Trial Offered?
Free Version
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
BrokrBindr
Company Website
brokrbindr.com
Company Facts
Organization Name
BrightOffice
Company Location
United Kingdom
Company Website
www.brightoffice.co.uk/crm/lender
Categories and Features
Mortgage and Loans
Amortization Schedule
Client Database
Closing Documents
Commercial Mortgages
Contact Management
Credit Reporting
Customer Statements
Document Management
Electronic Applications
Government Loans
Loan Origination
Loan Servicing
Pipeline Management
Pre-Qualification
Refinance Management
Residential Mortgages
Categories and Features
Commercial Loan
Asset Management
Audit Trail
Complex Debt Structures
Dashboard
Document Management
Exposure Management
Lead Management
Pipeline Management
Risk Management
Trend Analysis
Mortgage and Loans
Amortization Schedule
Client Database
Closing Documents
Commercial Mortgages
Contact Management
Credit Reporting
Customer Statements
Document Management
Electronic Applications
Government Loans
Loan Origination
Loan Servicing
Pipeline Management
Pre-Qualification
Refinance Management
Residential Mortgages