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Fact find tool launched for brokers

by Staff Reporter8 minute read
The Adviser

Staff Reporter

Stargate has today launched a new NCCP compliant fact find and customer needs analysis tool for mortgage brokers.

The eFind is a multi-tablet compatible application that is designed to allow mortgage brokers to complete the entire customer interview process from their iPad or android device.

According to Stargate’s chief executive officer Brett Spencer, there is no limit to the amount of interview accounts brokers can create.

In addition, all the information that is stored on the eFind can be imported directly onto a broker’s CRM platform where they can finalise the loan application.

But, Mr Spencer said the eFind is not the only product the company is set to launch in the coming weeks.

In fact, the company has plans to roll out a whole new suite of products at the MFAA convention next week.

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