From today, two new tech tools are available in MyCRM!
- And, the Dynamic Credit Guide - which automatically pulls your lender split and accreditations (a regulatory requirement).
Both new tools keep you BID-safe, save you time and generally make life a tad bit easier!
Watch the demo.
Dynamic Credit Guide.
Part of your legal requirements is to send the credit guide to every customer and thanks to the new dynamic Credit Guide that is easier than ever. With a click of button the credit guide will be sent in the Hello Pack to your client and even include a list of lenders you are accredited with.