Keep in step with your clients' expectations...
Offer them flexibility and convenience as they provide information through the Portal using the online Fact Find, secure document exchange and messaging plus access case status updates 24/7.
Plus clients can now download a free credit report direct from Noddle, one of the three main credit reference agencies. The detailed report can then be uploaded to the Portal for you to view
- - Save yourself an hour per case
- - Provide your clients with a far better experience
- - Customise the background & font colours, add your logo and banners
- - Client information transfers directly into The Key (single data entry)
- - Control your clients access to the Fact Find - lock and unlock
- - Capture hard facts prior to any face to face meeting
- - Individual account logins for applicants 1 and 2
- - Keep clients up to date with their case progress
- - Used 5,000 times a month by clients
- - 24 hour access from smartphones, tablets and computers
- - Capture additional employment data, adverse credit information plus more
"On average we are saving at least an hour per case, possibly more."
"I can't see myself ever not using the portal for communication and document exchange."
Balanced Financial Services