Introducing the Goal Setter


The Goal Setter Appointment is available in MyCRM.

The Goal Setter is your one-stop for collecting customer information around their goals and preferences, plus it allows you to review their profile and more. Part of The Loan Market Way, the Goal Setter will help you capture the right information to be BID-safe and it integrates straight into MyCRM which means no double handling of information. 


Why Nitish Kumar loves it.


So, what does this journey look like?

It's simple for you and looks great for your customer. Open the Goal Setter from the application and login using your MyCRM details. Move through each section with the client (you can do this on your desktop or via an iPad if you're doing a face-to-face meeting):

  1. Delve into client goals, discuss rate preferences 
  2. Review and complete the Fact Find (and thank them for filling it out!)
  3. Talk about the future and next steps
  4. Once complete, simply close the goal setter and all data will be saved in MyCRM

See it in action.


Want a more in-depth look? Check out the Thrive session below!

Or request a live demo from you Broker Success Manager.