Save Time with Online Servicing
Put more time back in your day by offering your clients a 24/7, online portal. By allowing your clients to self-serve, they can get the information they need around the clock. Dramatically reduce the amount of time spent servicing and marketing to your clients.
Quickly Provide Value
Get your clients up and running in no time. With the client portal, user profiles are generated automatically and come prepopulated with pages, colour and content. Clients are notified automatically through the system once it’s ready for them to sign in.
Boost Client Engagement
Stay in front of clients without adding extra work, with automatic content postings and emails branded back to your business. Increase retention and reduce the amount of
time spent servicing clients, so you can focus on prospecting and growing your brokerage instead.