• eFind - customer interviews on your iPad

    Hi, I'm eFind!

    I'm here to change the way you work

    eFind lets you use your iPad to do an entire customer interview and product search without the need for paper forms.

Forget hand written forms
No hand written forms

Use your iPad to facilitate the capturing of your customer information at the interview stage. No more hand written forms!

Fact find, on the road
Fact Find, on the road

Store details of hundreds of customers and take them along wherever you go - all stored safely on your iPad.

Upload to your CRM
Export to your CRM

Once you've captured your customers information, you can then export it to your favourite CRM platform.

eFind helps you with your NCCP compliance requirements
NCCP data capture

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!

No more paper based forms
Offline capabilities

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!

Take efind everywhere you go
Take eFind everywhere you 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!

eFind makes capturing borrower information a breeze!

Store all your customers financial data, loan requirements and objectives on your iPad!

A bit about eFind

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.

Testimonials from our users

Scott Spencer
Director - Stargate Group