How to automate monthly management reports

Posted by Nick Allen on Nov 26, 2018 1:25:06 PM

Requesting monthly reports from your team is a core element in any organisation. Regardless of size, status or location - startups and global corporations all measure and report on their performance to someone.

We all know its crucial, but many of us struggle with the mechanics. 

Getting regular reports completed in a timely and orderly fashion is hard when day to day activities take priority. 

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Topics: document administration systems, document collection, collecting monthly reports, board reports

Clinton Waters of Axton Finance on technology and tools for Mortgage Brokers

Posted by Nick Allen on Nov 23, 2018 7:45:47 AM

 

Clinton has been in the business for 17 years providing top service out of Hawthorn, Melbourne to Australian home owners.

Working with over 25 bank and non-bank lenders, including the “big four”, the team at Axton Finance pride themselves in giving: No run-around, no jargon, no worries, service.

I had a chat with Clinton as he's a like minded techie - not afraid to make use of cloud tools to improve his business. So let's hear from Clinton.

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Topics: client story, Mortgage Broker, technology, software, document administration systems

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