Mortgage advice is detailed and complicated. When it’s offered over the phone, it can be confusing and unclear. For mortgage advisers and their clients, face-to-face meetings come with their own challenges, as well. In-person appointments can pose scheduling difficulties and inconveniences for the client. Furthermore, if a mortgage adviser has several face-to-face appointments to keep, that can impact the quality of attention they give to each client.
Easy Street Financial Services, one of our valued clients, recently shared how with one solution they overcame all of these obstacles, strengthened customer relations and communications, and created a competitive advantage.