Some exciting updates on our process
Cameron Parker
Managing Director Customli.io Marketing Managing Director Smash Brothers Burgers Asia
Cameron here from FINANCEmi ..... I just wanted to share some pretty exciting updates with you that helps you keep track of your referrals as well as easier to refer a deal to us
SMS Updates
If you have referred a deal in the last couple weeks you will no doubt have received an SMS at each stage of your clients progress through to settlement. We have been trialing some new software for our CRM, that has really been a game changer. Great news is we will be continuing to use this in to the future, giving you much more visibility to your referrals. If you have seen it in action would love to hear your thoughts?
Mobile App
In the next couple of weeks we will be making it easier for you to refer a deal, with the introduction of our new Refer a Deal mobile App. Currently in development the app will allow you to refer a deal in seconds, no matter where you are.
At a dinner party, got a lead?? Lodge it in 30 seconds, receive an SMS that it is lodged and be updated through the whole process. Now that is exciting!
We will let you know as soon as it is ready to be downloaded
In the meantime and in to the future you will still be able to use the the online refer a deal portal via smartphone, tablet, desktop or laptop:
www.financemi.com.au/referral-partner
If you have any questions or want to discuss exactly how we can assist you and your clients please do not hesitate to give me a call on 1300 815 462
Regards,
Cameron Parker
Retired
6 年Awesome