Jetting off on an airplane to somewhere tropical this summer? Or, perhaps, you’re heading somewhere closer to home here in sunny England. Whatever your plans, many of you will want to make sure you’re still there for your customers, if they need you – even if that’s from a beach or whilst sunning yourself by a swimming pool!
Luckily, we’ve got you covered – not only with our products, but with some top digital tips, too.
Make sure your business is listed on UKMortgages
Summer is a popular time to move house so plenty of people will be in need of your professional help. If you are a Mortgage Brain sourcing user, you can list your business on UKMortgages, our free lead generation suite for brokers, and help local customers to find your firm’s details and get in touch.
All you need to do is to provide your details on our website and you’ll be good to go.
Source any time, any place…
MortgageBrain Anywhere is our online, whole of market sourcing system. It provides total flexibility, allowing you to source mortgages for your clients anytime, anywhere from any PC, tablet or laptop, you just need an internet connection. Products are updated automatically and there is no need to download anything.
You don’t even need to be on the same device each time you log in, either. MortgageBrain Anywhere is exactly that: anywhere! You can start a case on your computer at work, and continue it later on your iPad or tablet, which is helpful when you’re going away on holiday and don’t have access to your laptop or PC.
If you’re not yet a MortgageBrain Anywhere customer, you can get your hands on a 30-day free trial and see what you think.
Keep in step with your clients whilst away
It’s not just you who will be thinking about how you can tie up all the loose ends before going away. We can also help your clients get things in order so that they can enjoy more of their summer.
The Key Client Portal is part of our digital customer journey offering and was designed with a better customer experience in mind, to ensure efficient communication and information exchange between you and your client.
The main benefit of your clients using the Client Portal is its time-saving ability. The Portal’s Fact Find functionality enables your clients to input their own data – with 24-hour access so they can do it at a time most convenient to them. This means you can collect data on your clients without having to organise a meeting to gather this information – handy if either of you have a holiday booked during this time!
Social media savvy?
You may be going on holiday, but your business doesn’t need to take a break! Social media is a fantastic – plus simple – way to generate potential leads and raise brand awareness even when you’re not in the office.
If you have a Facebook page, spend some time before you go away scheduling in posts. For those of you who use Twitter or LinkedIn, there are plenty of scheduling platforms around that you can use – take a look at Buffer, Hootsuite and Hubspot, amongst others.
During the summer months, it’s also preferable to share even more value-adding content such as light-hearted articles or tips that people will find interesting – anything that adds value to your followers. This is likely to gain you an engaged audience, which, if they’re in your target audience, means they may be more likely to consider your services because they have a great impression of you from social media.
In summary – enjoy your summer
So, that’s your digital summer in a nutshell! If you have any other tips about how you manage your business whilst you are away, or any other features of our systems that are helpful during the holiday season, make sure you share them by tweeting us!