Here are a few ways mortgage and finance brokers use Content Snare to save time and impress their clients
Gather all the information you need to start the job, without the constant email back-and-forth and attachment overload. Customers report an average 71% reduction in turnaround time.
Request client files, documents and information from your clients. They can answer questions or upload what you need in one, easy-to-use system. Automatic reminders keep them accountable.
Any time you'd normally send an email to a client requesting information, Content Snare simplifies the process. Client questions, discussion and information is contained in Content Snare to avoid unncessary email trails.
When you’re dealing with other people’s money and their future, everything rides on documentation and error-free records.
So, having to decipher manuscript-length email chains and chase IDs, payslips and income statements drains your productivity, makes borrowing harder, and is no one’s idea of a positive client experience.
One single missing document or error in your records can bring the entire lending process to a screeching halt – or end it completely. Sure, you do your best. But with all the emails flying around, it can be hard to tell what info you have, which amendment is the correct one and what’s missing.
When you’re caught in this borrowing chaos, clients are left wondering if they’ll get the money they need for their home. Lenders are left waiting. And it slows down the application process – and delays your commissions.
Content Snare transforms the way you gather documents from your clients. Turning a tangled mess into a smooth end-to-end process that frees up your time and boosts productivity.
Intuitive and dead simple to use, it’s your single source of truth. Plan, request and approve content and documents in one place quickly, simply and accurately.
Give your clients and team mistake-proof instructions and requirements, then enjoy liberating freedom from chasing documents.
Your clients will never be in doubt what’s needed. And your team will always know the status of the application process (and give a gentle nudge to clients when needed).
"Before Content Snare, it probably took me 5 times longer on average to get what I needed. Now, it takes me 15 minutes to review what I have. Before, there was a lot of waiting for emails and things getting lost. It's cut down all of that."
“Content Snare is like our newest team member. We just don’t have to pay a payroll and benefits to it, but it’s doing the job that we would have had a person do and doing it better."
Create as many clients or recipients as you need.
Set up as many email reminders as you like for each request.
Requests can include any number of questions or file uploads.
Save requests or sections as templates to use again later.
Set up as many email reminders as you like for each request.
Your clients get a link where they can access their request at any time from any device.
Approve questions or send them back for changes if needed.
Get started quickly without writing your own reminder emails..
Use Content Snare as part of a greater workflow.
Streamline more than just your client document collection. Content Snare can request any kind of information from your clients. Use it for
Or anything that requires client input
You'll find loads of templates in Content Snare ready to go.
It sends automatic, periodic reminders to your clients to save your team time and sanity.
Having a central place for all your client documents means:
Once you approve a document, it's locked in to prevent changes. If they uploaded the wrong file, simply reject the document and your client will be prompted to come back and correct it.
Once their finished, download all your documents in one click.
Set up your document checklist once and you'll never have to do it again.
Collect the same set of documents from all your clients by saving your document request as a template and reusing it on all future clients.
You can even save parts of the request as templates, like building blocks that you use to create large requests quickly.
Better yet, you can automate the process with our integrations.
If your clients have questions, they can ask right there inside the platform.
This eliminates those neverending email trails full of questions, sporadic attachments and incorrect information.
If you're tired of chasing clients for documents, give Content Snare a try today.
Click the button below to begin your free 14-day trial.
