Maximise the relationship with your Intermediary Customers

A woman sitting down with a mobile in her hand, she looks like she's thinking
Find out how to save time with automated workflows to ensure your key tasks are completed with little effort.
Discover how diary management can improve productivity to ensure service propositions are delivered, such as regular BDM visits, monthly newsletters and much more.  
Learn how to utilise KPI reporting and targeted marketing.
Find out how your business can harness in-built business intelligence on mortgage activity at multiple levels of the hierarchy from RIs to firms, and on collective network performance.
Utilise multiple communication channels (Letters, Emails, SMS)
Watch the webinar replay