Remortgage advisers capture client details for every appointment
Remortgage advisers capture client details for every appointment
Remortgage advisers lose conversions when appointment details stay buried in calendars. A standardized task card captures client contact and appointment notes so advisers prepare and follow up before meetings.
Overview
Missed or incomplete appointment prep costs remortgage advisers conversions and client trust. This workflow turns every booking into a standardized follow-up task card so advisers and coordinators receive full client details and prepare before meetings, reducing missed follow-ups and improving first-touch response.
Notable Features
- Create task cards with client details
- Assign tasks to adviser and coordinator
- Pull contact fields from calendar booking