Every firm offering mortgages must adhere to strict regulatory processes and procedures to ensure that customers are treated fairly, and can afford the amount they seek to borrow. This almost always requires a conversation between an adviser and the customer either face-to-face, over the phone or via video. In order to make sure that advisers are applying the lenders’ processes consistently and appropriately, there is always a need to check the suitability of any advice and the quality of service given to customers. This carries a number of inherent challenges:
Recordsure is designed to tackle challenges like these at source. With a background in financial services, we use smart technology to support teams and have a proven track record in mortgage departments. Our analytics and automation tools drive huge efficiencies in review processes, improve customer outcomes by providing greater clarity of what is being discussed with customers and managing risks with advanced anomaly detection systems.
Download our Mortgages guide to gain an in-depth understanding of the challenges our clients face and the solutions we have developed to tackle them.
Our comprehensive guide for mortgage teams seeking to harness data from customer interactions at scale.
The Recordsure platform has been designed to address these areas at source to provide a holistic solution. Every business model is different, but our products are modular and versatile enabling them to be tailored to a wide variety of mortgage department workflows.
The key areas we drive value for our clients include:
Our comprehensive guide for mortgage teams seeking to harness data from customer interactions at scale
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Below you can find more information on our Voice and Docs product families as well as logistical information on security, API connectivity and our compliance background: