Brokerpad is a secure online fact find and document collection platform for mortgage brokers that makes it easy to collect information from clients. It can automate your loan process from Client to Broker to Bank. Here are just some of the features that will help you to be more efficient.
Layers of security features help to protect your and your clients' data. How secure are the methods that you currently use to collect information from your clients?
Brokerpad makes document collection a breeze. Clients upload documents to Brokerpad where they are automatically renamed according to type and collated into a zip file when downloaded.
Brokerpad is integrated with Mercury – eliminates data entry. Create Opportunities and upload Client information and docs to Mercury. Brokerpad finds existing clients in Mercury and updates details with the latest information.
Smart forms and tips guide clients as they enter information, resulting in high-quality information. So simple you’ll be doing deals within a few minutes of registering without the need for lengthy training sessions.
Because your clients enter their own data, very little data entry is required by your or your staff.
Brokerpad covers the questions you need to ask in order to comply with NCCP requirements.
Brokerpad is very simple to use and automates your loan process from Client to Broker to Bank.
Automate your FAQ Find.
Reality Home Loans
All pricing plans come with the following document automation features plus the features available with each plan.
Facility for clients to upload documents
Broker can also upload and store docs
Automatically renames files
Group similar doc types by prefix
Secure storage of client docs
Collate docs into single zip file for download