Sentry Financial Software
Sentry was created as a solution to help busy mortgage brokers manage and protect client relationships. As far as management systems go, it’s pretty advanced. Here’s what it can do for you: CRM System – Log, follow up and report interactions with prospects and clients Case Manager – Track mortgage progress from application to completion Reminder Tool – Assign tasks and set notifications for important reminders Document Storage – Keep your clients financial documents organised and safe Reporting – Review key analytics including client property and financial summaries and business summaries Emails/SMS - Send instant communication to your clients about their case
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organic / mo
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Top roles at Sentry Financial Software
1 distinct titles indexed · top 1 shown.
- 1business development manager
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