New iPad app to revolutionise fact find

Jessica Darnbrough

Stargate has launched the industry’s first iPad fact find Tool for brokers.

The application, eFind, gives brokers the ability to electronically complete their Client Needs Analysis interview with a prospective borrower anywhere and at any time.

Brokers can now prepare pre-populated fact find documents for borrowers on the fly at the time of interview without having to take the paperwork back to the office to be completed.

Stargate Group chief executive officer Brett Spencer said eFind will create a fundamental shift in the way that mortgage professionals work.

“By empowering brokers to be at the cutting edge of technology with easy to use software, we can finally begin to embrace new ways of doing business,” he said.

“The release of eFind will enable brokers to eliminate the use of paper forms to capture a client’s information and can instead utilise their iPad to capture financial information, loan requirements and borrowing objectives.”

According to Mr Spencer, eFind should assist brokers in reducing the data collection process to meet NCCP compliance requirements. And with the provision of CRM integration tools, the eFind will eliminate all double entry of borrower information.

“Brokers can now provide a more meaningful point of sale service to prospective borrowers enabling the selection of a preferred home loan based on current live data. Borrowers can search for their most appropriate home loan from over 1000 loan products provided by more than 40 lenders,” he said.