Mortgage Brokers that use emails to collect client information have been heavily challenged by lower client engagement, poor communications, and compliance risks. Which makes the onboarding time-consuming, error-prone, and lacks the ability to scale up.

Back on our webinar to learn more about the benefits of automating your Client onboarding process.

On the agenda:

• Learn why robust employee onboarding matters
• Explore challenges in administrative tasks
• Introduction to Clustdoc
• Live Demo: How these challenges can be addressed
• Q&As