Loan Market launches the exclusive new MyCRM platform, built by brokers for brokers. An industry leading technology platform to power brokers’ businesses. Find out how MyCRM is supporting brokers so they can spend more time with clients.
Loan Market’s exclusive new MyCRM platform has been developed in-house from the ground up and is the culmination of years of research, development and investment. Loan Market understands how technology plays an essential role in a broker’s business, and this has been made possible through extensive testing and feedback from brokers.
MyCRM serves to provide brokers with a simple to use yet comprehensive all-in-one CRM and loan processing solution that caters to brokers needs and ultimately streamlines their business, so they can spend more time building relationships with clients.
This powerful technology platform is designed to deliver maximum results and help brokers operate more efficiently. MyCRM is in line with Loan Market’s mobile-first strategy and gives capacity for brokers to work with their customers on the go, with the essential communication tactics including sending SMS and email messages all in one place. The customer-centric approach also makes it easy to manage customer fixed rate expiries and post-settlement follow-ups.
Craig Butt, a Loan Market broker involved in the user acceptance testing, explained:
“Allowing clients to enter the information directly into the system and giving them the ability to upload supporting documents straight into the system is really useful.
“One feature that certainly sets us apart is lead management, the ability to be able to track and update referral partners is a big benefit. Keeping my partners informed gives them the confidence that we are effectively looking after our mutual clients, and this is a fantastic feature.”
The technology investment to support brokers doesn’t stop at MyCRM, Loan Market also launched Springboard, a dedicated online training and development platform that enables flexible and accessible online training anywhere, anytime. Springboard gives brokers quick and easy access to training and keeps them abreast of compliance obligations in the fast-changing finance industry.
The new MyCRM platform is part of a significant technology investment for Loan Market and, in the face of an ever-changing digital landscape, will help support broker business growth and exceptional customer outcomes. This in-house system, designed and maintained by the Loan Market development team, is constantly evolving, with plans for a host of new features to be rolled out in the coming months.
Sam White, chairman of Loan Market, said: “Building an in-house platform supports our network of over 650 brokers across Australia and New Zealand under the Loan Market brand, with a further 850 trading under their own brand in New Zealand. MyCRM is connecting our growing suite of service offerings, ensuring we are on track with our vision of becoming the modern-day branch manager.”
The MyCRM platform is a key initiative to complement the other successful ingredients of Loan Market’s franchise framework. The personal connections within the network of staff and franchisees are designed to provide motivation, tools and support that empower franchisees to define and achieve personal success.
Whether you’re an established mortgage broker ready for a dynamic new chapter in your business life or you’re looking for a fresh and exciting career change, Loan Market can help you get started.
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