Streamline your mortgage sales process with airSlate SignNow's sales cadence automation for Mortgage

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[Music] Elite Square came in and they gave me a solution actually a perfect solution to what I was looking at they turned my probably an Excel sheet or my phone book into a proper CRM model and I've been using it since then and and I'm glad that I I took that step and you know tried to organize myself before starting a business so I'm very happy with the you know the decision I made my name is Yash traveri and I'm the founder of a mortgage advisory firm with the name of UAE mortgages that's y o u a e mortgages I've been in the Middle East or been in the UAE for over a decade now where my experience fans working in different banks giving more page advisory services to my customers I basically am like a One-Stop shop solution for them where I give them all the available options in the market and help them to choose the right bank for them which will help them save a lot of money and probably structure them all be the best possible way depending on their individual circumstance when I was starting my own business acquisition is always a thought process for every company uh every startup or how they are going to acquire customers or business my business acquisition strategy was simple um I had to go back to all the 10 years that I've spent in the business the customer that I've dealt with um you know to Target those customers first to try and see if they want to restructure their mortgages I I basically banked on them when I started this business now what really happens is that um these are contacts on your phone right and it's very difficult for you to kind of keep a track of everybody [Music] I you know met with the Reps of field Square they took time and gave me an understanding and they said that they could structure something uh exactly of what I thought it's not a product that you will give me off the market and use it the way it is because it's a it's a boutique advisory firm of mine where I don't have a lot of staff today but eventually I wanted to grow so I wanted to organically look at someone who can give me a platform to use at an individual level and slowly and gradually grow once you know I grow my team so that's where uh lead Square came in and they gave me a solution I understand that business is one aspect where you need to keep your customers and get few people onboarded on the platform but it also that human touch that that friendliness or that empathy that is required and I guess uh you know they did a phenomenal job from that perspective where I was very comfortable I never thought that I'm dealing with a big company for example who's got like thousands of employees other than that more of a you know like a boutique advisory in terms of you know CRM so from from that perspective I think lead Square was up and running very quickly I worked for banks and I know how important the CRM is in terms of executing your plans or at least trying to understand where you've reached with your plan by your customers about the leads that you've received with leads whether a two teams a on taxability has increased because I know which are the customers that I need to contact there is a feature where I can go ahead and diarize my appointments or call people and you know diarize that I need to call someone this day so it's helping me from a follow-up perspective one of the other big advantages is that rather than the traditional CRM models that we have on laptops right this is very mobile friendly as well this gives me the flexibility that let's say I'm driving and I remember that I need to call someone so once I stop I call someone I'll just update that on the CRM so I know that you know this person has been contacted or put notes it gives me more bandwidth to do other things more structurally because this has been taken care of like I would say uh my business conversions or my my contactability has gone up more than 100