Having tried the traditional lead-to-completion CRMs that fell short of our expectations, we created a CRM that follows the actual business workflow.
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How it all started
Most of us have been there. We need a CRM, so we try one. Then we try another.
Eventually, we either put up with what is forced upon us (by our boss or our network) or give up and use spreadsheets instead.
We were no different either.
Tried some of the CRMs, watched demos for others and just continued using spreadsheets.
Brokers often discuss on forums and events what CRM system they use, hoping someone will offer a better solution.
We decided to do something about it.
We collaborated with several brokers to come up with a new approach and give us feedback on the design, content and the system’s ability to replace manual documents and streamline workflow.
The resulting flexible platform has replaced the brokers’ manual forms – e.g. the fact-find, case note files, business register spreadsheet, remortgage list, referral summaries, payment sheets, and so much more.
It also made collaboration easier between brokers and clients, brokers and introducers, between team members and between joint applicants.
In addition, various integrations now ensure seamless data and document flow across systems to save you time and minimise your admin.
What people are saying about our CRM
Finally, a perfect CRM software for mortgage brokers. It has a user-friendly dashboard and an easy to navigate website. I like how I can easily track and store information related to my clients. Since using this new system, I've reduced my administrative work hours and been able to focus more on my actual job.
I am so thankful to find this website and I highly recommend it!
Since I went Directly Authorised a few years ago, I have struggled to find a CRM that helps me not only collate client data but also helps me to collect the information required to complete my FCA obligations when reporting.
Client Tree is not only an easy system to get used to but also gives me access to all the information I need to complete the reporting that I have to do. I would spend stressful Days putting this all together, now this has become so much quicker. Money well spent in my opinion.
I wanted to write to tell you just how much I appreciate ClientTree.
I’m young enough to appreciate technology and how it can benefit my work, and old enough not to have been born with a computer in my hand. I've found ClientTree to be really quite intuitive to use and I love that I can send the client a link to the factfind and for document upload, so everything is together in the same place.
This system shows how those working at the coalface make the best tools.
The portal is a breeze to navigate. Everything was nicely laid out and once we added our information/details, it’s easy to go back and check with a few clicks. It streamlines the entire back-and-forth process of needing to email documents or answer questions between ourselves and our broker, simplifying the process!
Once our information is on the portal, it’s there for future mortgages with only a few clicks to add or edit our circumstances. So it’s a timesaver too.
My experience of working with Client Tree is very positive, the front-end user interface is simple and easy to use with logical workflows and functionality.
The CRM software is clearly well designed and is bespoke. My experience of using the system for the first time is very positive and enables a seamless mortgage application.
Yes, we are.
More integrations coming up soon...