Productivity
Unlocking Key Operational Benefits with Great Staff Morale
We all want to feel good when we work We all want to feel like: we are supported, we are moving towards a commo…
Resources / Blog
Practical guidance for teams that collect sensitive client information.
Compliance, security and process, written for Australian professional services businesses.
All posts
Client Intake
Why loan application documents come back incomplete
There is a version of the document problem that has nothing to do with speed. The client responds quickly. They are hel…
Client Intake
Why clients stall on document requests
Every practice has the same theory about why clients are slow to send documents. They are busy, they are disorganised, t…
Productivity
What document chasing costs a mortgage brokerage
What document chasing costs a mortgage brokerage Before we built Gatheroo, we spent 6 weeks calling mortgage brokers. N…
Productivity
Unleashing Business Efficiency: Digital Tools To Streamline Processes
A Successful Business is More Than Delivering Great Products/Services Efficiency is the key to standing out from the cr…
Client Management
Enhancing client experience: The impact of user-friendly software
Welcome to the digital era, a time when the business world isn't merely about the product or service offering; it's abou…
Document Collection
Collecting information from clients
You're here - this probably means that you understand the challenges and frustrations that come with collecting informat…
Security
Best Client Portal Features for Independent Financial Brokers
The Double-Edged Sword of Client Information If you're an independent financial broker, you understand the constant bal…
Case Studies
Case Study: Childcare Centres
Keeping children safe is your top priority As a childcare centre, you understand the challenges associated with managin…
Compliance
KYC and Client Intake: How Professional Services Firms Get It Right
For most professional services firms, client intake has always involved collecting some identifying information. A name,…
Productivity
Boosting Productivity and Achieving Goals
Boost productivity & achieve goals: The psychology behind making lists It's easy to feel overwhelmed and lose track…
Business Growth
Navigating the Maze of Mortgage Brokers: Streamline Information Collection with Gatheroo
Our recent survey among mortgage brokers revealed a palpable sense of frustration with the current state of affairs. …