OnlineApplication Reviews

“Great client engagement filtering

Pros

Since clients are responsible for entering their own data, the system does a great job of filtering for engagement. It quickly shows us who's genuinely interested and ready to go

Cons

We can't add our own documents to DocuSign envelopes, which is a limitation. Since our compliance docs need signing first, we can't use the built-in feature and have to handle signatures separately

“professional tool just lacks CRM

Pros

It is easy to navigate, has a polished and professional appearance and includes a wide range of useful features.

Cons

I think the absence of a built-in CRM is a drawback. since the system collects a significant amount of client data, having a unified platform would be ideal to eliminate the need for a separate customer relationship management system.

“efficient and great support

Pros

I think the platform is simple and highly efficient. The support team is highly accessible and a pleasure to work with, offering helpful and informative assistance.

Cons

For now, the system is functioning perfectly well.

“Simplifies mortgage process

Pros

The online application feature has significantly simplified the mortgage process. It acts as a central hub for document uploads, eliminating the need for lengthy email exchanges with customers.

Cons

Being a relatively new platform, it experiences some expected growing pains. But these issues are generally resolved speedily.

“useful pre-assessment with reliable support

Pros

Data collected from clients offers valuable background context and gives us most of the necessary details before we begin a full case assessment, especially once clients start uploading their documents.

Cons

There are occasional software bugs but the team typically resolves them in a quick and effective manner.

“Easy for both staff and client

Pros

For me, the system is easy for both staff and clients to use which organizes the process of submitting information to lenders.

Cons

New updates sometimes introduce minor initial problems but the developers address them promptly once they are identified.

“Enables secure digital mortgage applications

Pros

I like that it enables the gathering and secure storage of client data for preparing mortgage applications, removing the reliance on paper-based files.

Cons

The application can occasionally be unstable or behave unexpectedly and pinpointing the root cause of these technical glitches often requires assistance from an engineer.