The importance of a good client onboarding process is well-established, whether you’re talking about an accounting firm or a management consulting agency. Client onboarding deals with the crucial first impressions of new clients, setting them up for lifetime value, and squashing the seeds of churn before they can take root.
We had a great chat with Sarah Bloxham of Let's Talk! Mortgages & Insurance about systems and tools for getting mortgage documents from clients.
Hear how Sarah has grown her business exponentially over the last two years, adding personal insurance and Kiwisaver (superannuation) to the services she offers clients.
We caught up with David Windler, New Zealand Mortgage Broker Of The Year (and FileInvite client) to talk about increasing volume and efficiency in the mortgage business.
Hear how he manages VERY large volumes of supporting documents for loan applications.