MyCRM support has been supercharged! Jul 06 2021

MyCRM support is now better than ever!  Contact the new number - 1300 LM Help (1300 564 357) - for all your MyCRM support needs. Remember to add or update this number in your contact list.  Here's a rundown of the changes that will make your experience even better:  Faster response timesA more personalised interactionAll support history will be kept in one placeProactive communication via phone me...

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Improved Future Financial Goals Jan 15 2021

We’re on a mission to make your work as easy as possible, so we’ve simplified the way you answer questions surrounding your client’s Future Financial Goals within the Goal Setter and Loan App.  With some confusion around the purpose of the Future Financial Goals section, lack of understanding on what was mandatory or not, and fears of stepping too deep into financial advice, the new update will put yo...

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Loan app changes Jan 15 2021

We’ve enhanced the Loan App even further! We’ve separated funding details and loan structure to provide a simpler, easier way to do things in MyCRM. The new (and simplified) structure provides: clearer visuals of the areas to be completed, clear identification of any surplus or deficit funds in lending to addressand fixes LVR syncing issues by separating the calculation for Funding and Loan Structu...

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Hello Pack experience, enhanced! Sep 28 2020

The Hello Pack sending experience has been enhanced to help you get what you really need from your customers.  The changes made include: Better Mobile and Email validation to ensure deliverabilityWarnings if the Hello Pack can’t be sent for any reason (like if you haven't selected anything in the Online Fact Find)You can now save your template selections as default in the Hello Pack, the same options w...

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BID-Bundle now live Sep 02 2020

As part of your new BID-Bundle pricing package, you now have access to all of Loan Market’s subscription products you know and love, plus some new ones you might not have tried. Total value of this package is $635/month! What you can access as part of the BID-Bundle This BID-ready tool is now FREE (RRP $35 per month).  Sign up and start using it with customers in the subscriptions tab in M...

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FileInvite now integrated to MyCRM Sep 01 2020

To keep you BID-safe and save you even more time, you can now send clients a FileInvite request with your pre-made templates through the Hello Pack or the Online Fact Find. That's right, you no longer need to manually copy the link from the FileInvite website.  What’s new? Select FileInvite as your document collection tool in the Hello Pack or Online Fact Find Request customer documents with your pre...

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Game Plan now used for multi-loans. Sep 01 2020

Replacing the CPA on multi-loans from January 1. This means that from January 1, the 'generate multi-loan CPA' button will be be removed in MyCRM. The Game Plan ensures you're BID-safe, and offers a better experience for customers applying for multiple loans, with one less document for them to sign. In line with The Loan Market Way, the Game Plan has now replaced the CPA/CQP in MyCRM, tying your;  c...

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Say hello to the new Hello Pack Sep 01 2020

The new and improved Hello Pack features a cleaner and simpler modal design and also includes the integration of FileInvite to make collecting customer documents even easier. Start using it today in MyCRM, or take a quick tour below. 

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Brokerpedia has been updated Jul 21 2020

To start using the new and improved Brokerpedia, you will need to download the mobile app (on both mobile and PC), since the old version is no longer being supported.  To do this, follow the below steps. 1. Click into Brokerpedia in MyCRM under Resources 2. A popup will appear, please enter your mobile number and click “Send” 3. You should receive an SMS with a link to the App Store or, for andro...

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Improved expense mapping to Apply Online. Jul 16 2020

Expense Mapping from MyCRM to Apply Online is now even better - saving you truckloads of time.  The below enhancements are now live and ready to be used in MyCRM!

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3 new changes to Stay In Touch Jun 04 2020

Stay in Touch is your BID-Bundle tool that automatically keeps you in contact with your customers post-settlement. Over 60% of our network are using Stay in Touch already, but we wanted to make the program even better and after collecting and understanding feedback from you, we’ve made some changes. 3 changes to Stay In Touch are: 1. We’ve removed the 15 months, 18 months and 21 months emails from the ...

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Join the FileInvite pilot! Apr 23 2020

Say hello to quick and easy document collection with FileInvite, now free for Loan Market brokers until July 1!  FileInvite manages the entire document collection process, and features: A simple and secure customer portalAuto reminders to keep clients movingA customisable and compliant template library You’ll save truckloads of time and streamline the clunkiest part of the loan application process. Pl...

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Quick and easy BankStatements - now free! Apr 14 2020

The secure, easy way to retrieve your clients’ bank statements, instantly is here for free! Try it yourself and see that it really delivers on its promise to:  Verify key income and expense informationProvide categorisation and analytics for faster, smarter decisionsProduce multibank statement retrieval for your clients Use BankStatements with no monthly fee (just pay $3 plus GST per transaction) until...

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