The connected platforms promise a secure, streamlined user experience
Fintech brokerage 8Twelve Mortgage and document collaboration platform SideDrawer have announced their latest partnership through an API integration between their systems.
The union will allow SideDrawer’s users to refer their clients to 8Twelve’s mortgage brokers, as well as apply for and provide the required documents from within SideDrawer’s platform.
“This eliminates the back and forth of countless emails with sensitive documents which are typical for traditional mortgage application processes, and demonstrates the capability of SideDrawer’s API-first, document collaboration platform,” the firms said in their joint announcement.
The companies added that the connected platforms will provide a secure and seamless user experience, along with a high level of advisor engagement.
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“Since SideDrawer is already being used by professionals and clients to collaborate on sensitive financial and tax documents, this integration was a logical extension of our platform’s capability,” said Ali Qureshi, co-founder and chief revenue officer of SideDrawer. “We believe there are a significant number of similar opportunities to improve on the document collaboration experience, and we expect to announce additional partners that will leverage SideDrawer’s APIs to enhance their offering, or save precious development resources.”
“When we saw how SideDrawer reimagined document management to be collaboration-focused, versus storage based, we saw it as an opportunity to provide a differentiated client experience, something that aligned with today’s digital-first customer,” added Gary Fooks, CEO of 8Twelve. “We designed a more streamlined application and collection process for our referring customers from SideDrawer, making it easier for them to generate client referrals to us.”
