Financial Services, Mortgage Brokers

Revolutionising Mortgage Broker Communication with Gatheroo

August 28, 2023
This photo shows a lady sitting at her desk with a phone in one hand at her ear, and looking at a mobile phone in the other hand, seemingly communicating with clients.

The Importance of Effective Mortgage Broker Communication for Success

To thrive as a mortgage broker, clear and effective communication with clients is not just beneficial—it’s essential.

Misunderstandings and communication gaps can derail the mortgage process, affecting both client satisfaction and business success.

The Communication Gap in Mortgage Brokering

Mortgage brokers often encounter challenges like clients providing incorrect information, such as bank statements covering the wrong period, or providing insufficient narrative.

There’s also the issue of clients sharing too much information, leading to confusion and more questions.

These communication gaps can lead to significant delays and increased workload, impacting the efficiency of the mortgage process.

Introducing Gatheroo: A Game-Changer for Communication

Enter Gatheroo, a revolutionary tool designed to bridge these communication gaps. Gatheroo streamlines the communication process, ensuring that mortgage brokers receive timely, accurate, and complete information from clients.

Key Features of Gatheroo for Effective Mortgage Broker Communication

Gatheroo offers a suite of features tailored to enhance client communication:

  • Automated Reminders: Prompt clients to submit the correct documents within the required timeframe.
  • Document Tracking: Easily track what has been submitted and identify any missing or incorrect information.
  • Centralised Communication: Maintain all client interactions in one place, reducing the risk of miscommunication.

Real-Life Impact: How Gatheroo Transforms Mortgage Broker Communication

Gatheroo has already made a significant difference in the mortgage brokering industry.

Brokers using Gatheroo report faster response times, higher accuracy in client-submitted information, and an overall smoother communication process.

These improvements lead to better client relationships and more efficient mortgage processing.

Read John’s story here.

Tips for Maximising Communication Efficiency with Gatheroo

To make the most of Gatheroo, consider these tips:

  • Set clear guidelines for clients on what information is needed and when.
  • Use Gatheroo’s automated system to provide regular, gentle reminders to clients.
  • Encourage clients to use the comments section to communicate and keep Q&As next to your document and information requests.

Embracing the Future of Client Communication

In today’s fast-paced mortgage industry, effective client communication is key to staying ahead.

Gatheroo offers an innovative solution to the communication challenges mortgage brokers face daily.

By embracing this tool, brokers can ensure a more efficient, accurate, and client-friendly process.

 

Laetitia has worked in the Financial Industry for over 20 years. Her drive to understand the risks inherent in a business, together with finding practical ways to mitigate the risks deemed too great, lead to the creation of Gatheroo.

By applying her knowledge gained from major banks in Australian and the UK, SMEs across the globe have benefited by discussing and applying low hanging solutions to potentially large issues.

"I love working with professional service providers to help them grow and prosper by identifying and minimising risks, boosting productivity, and fostering an environment where both individuals and teams thrive"