How staff and clients are reaping the benefits
Since using FLG, NM Finance has experienced increased productivity and a large reduction in end-to-end case timelines, which has been a huge plus for clients. Thanks to automated communication, clients are kept in the loop at every stage throughout the mortgage journey, to confirm their pack has been received or that a mortgage offer has been made for example, which is incredibly reassuring for them.
“Ultimately, FLG allows us to work more efficiently by helping us analyse capacity, assign tasks automatically and turn things around as quickly as possible. It has streamlined our processes and saves us time on admin so we can focus more on helping our clients.“
Armed with the additional functionality they needed from their new CRM, as NM Finance looks to the future it will continue to deliver a top-class service to clients and expand its internal funding and services in its niche product areas. They also plan to set up an integration with a data visualisation tool that will use FLG reports to drive dashboards displayed in the office to view progress at a glance.
When asked if he’d recommend FLG to other businesses, here’s what Mat had to say:
“We would certainly recommend FLG to other businesses. It’s a really powerful system that can do a huge amount, but it’s also really intuitive and easy to use.”