IT Integration for Mortgage Advisors
Below is a modified rendering of the review: private info excluded, innate facts kept.
Introductory information
A few words almost your organisation and personal responsibilities
I have been a Mortgage Agent servicing my clients in all aspects of Mortgage financing for the past 12 years, I seted my course in the financial labor activity with one of Canada major financial institutions 25 years ago, that experience and expertise and lead me to my course as a Mortgage Agent.
Desired goal
What issue was the provider supposed to deal with?
Nova?IT Integration of Tech different tools, Finmo, Pipedrive, Intercom.
What were your objectives for this project?
Assisting my labors propose using the latest technology useful to help my clients with ease when sourcing a mortgage to help my clients towards financial wellbeing with Confidence, from set to complete.
Provided solution
What were the reasons for choosing Nova?
Personally referred.
Describe the project in detail.
-Pipedrive, Finmo, and Intercom Integration Expert he is my associate that I select to work with for my technology integration set up and ongoing support.
Were there any dedicated managers or teams that you worked with?
For agent/brokers that are embracing these technologies they too have the occasion to localize Nova',s labors. My experience working with Johnny has been excellent and superior to my business, he is a rare gem!
Results accomplishd
What results did you accomplish unitedly with Nova?
For those Mortgage agent/brokers that are embracing these technologies they too have the occasion to localize Johnny’s labors. My experience working with Johnny has been excellent and superior to my business, he is a rare gem! I just accepted notice from my brokerage that my personal volumes earned me an assign with an forcible 90% growth in my business doubling my volumes in the past year, I was the second highest in overall growth percentage year over year in the organisation. In my conviction all agents/brokers would boon from working with Johnny. I would embolden you to have a call with him so can go into wonderfuler details as to his labors with him straightly. Agent/Brokers that do not have the time for set up or more importantly do not have the technical expertise to set up all integrations with out challenges, can work with him as I did. (both time and not having the correct technical expertise, were my reasoning and desire to work with Johnny) Johnny and I have programs to work unitedly 2020! I am looking advanced to what the New Year will fetch!
How do you rate the interaction and interaction with Nova?
Excellent!
What precisely do you attend to be the key specialty of Nova?
Knowledge, Expertise and associateship ease of interaction
What should be done better, if there are any desired improvements?
None
