The new tools will help brokers time, boost client retention, and solidify their brand
Axiom Innovations has revealed a host of new features on its broker platform, Scarlett.
Andrew Schultz (pictured), VP of sales at Axiom Innovations, is particularly excited about Scarlett’s revamped mortgage application system, and its automated templates – both features designed to make the experience more professional and seamless on both ends.
The platform already had a strong track record with brokers, but the recent updates are designed to take it to the next level. According to Schultz, they haven’t just tinkered around the edges - they’ve fundamentally rethought how the client experience should unfold.
“The mortgage application is the final piece of the puzzle for Scarlett,” Schultz told CMP.
“We’ve overhauled the client journey, and augmented the ability to customize the application. But we’ve kept everything that was high-performance in the application, so the conversation numbers are still going to be incredible. We’re genuinely excited about bringing it to market.”
Schultz noted that some of the biggest benefits will be for broker businesses, and how they’ll be able to represent their brand to the client. He highlights a “beautiful visual experience” delivered by the automated communications, as well as a frictionless transaction process.
He notes that the automated templates are going to be particularly useful to busy brokers, who are often dealing with the ‘fires of the day’ and may often miss out on touching base at certain milestones.
“Our system is loaded with a bunch of templated, automated communication that will go out to clients at milestones such as an anniversary, a holiday, or a specific time point in the transaction,” he explained.
“A great example of that is when you’re approaching maturity on the mortgage. That’s the time when the client will re-engage actively with the broker, but we want brokers to be the ones to initiate that contact. Our system will send email reminders as far out as 365 days prior to the maturity of the mortgage, through to 30 days.”
On October 11, Scarlett also went live with its FINTRAC management module, which supports compliance with AML/ATF regulations. A broker can now document details around each transaction, as well as information and documentation on the client’s identity.
“Anybody who operates as a principal broker, a manager, or a compliance officer gets full line of sight into the FINTRAC compliance that is being done by their agents,” Schultz highlighted. “They can keep a pulse on every file, which will make a huge difference in case of any audits.”
For more information on Scarlett and how it can take your brokerage to the next level, click here.
