Use your iPad to facilitate the capturing of your customer information at the interview stage. No more hand written forms!
Store details of hundreds of customers and take them along wherever you go - all stored safely on your iPad.
Once you've captured your customers information, you can then export it to your favourite CRM platform.
eFind has been built to help facilitate the client interview process in line with the NCCP legislation introduced in 2011. No more paper based forms to fill out and best of all, you can export the information to your CRM for processing!
When you're on the road, eFind allows you to capture the customer interview process without the need to be online. Simply sync, and go!
You never know when you might have the opportunity to write a loan. By using eFind, you will always be ready to do a customer interview and never miss an opportunity again!
Store all your customers financial data, loan requirements and objectives on your iPad!
eFind represents 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.
Scott Spencer
Director - Stargate Group
