Mortgage Broking / Financial Planning
franchizemanager is ideally suited to fulfill the distinctive system requirements of franchised mortgage brokers and financial planning groups. We currently support a handful of large franchised mortgage broker groups and have built considerable domain expertise in this industry sector over the last 8 years
Mortgage brokers operate in a complex financial landscape where franchisee and staff data, transaction details, and compliance requirements are paramount. We have significant experience in this field, adapting franchizemanager to suit any requirement you have. Plus we are dynamic enough to maintain ongoing compliance changes, keeping up with regulatory changes as they occur.
With FranchiZeManager, Mortgage Brokers can:
- Efficiently manage leads for new franchise sales and set up automations.
- Facilitate the onboarding of franchisees and loan writers with customizable processes.
- Conduct ongoing compliance audits and benchmarking.
- Streamline franchisee and loan writer communications.
- Ensure the delivery of operations manuals and compliance requirements.
- Benefit from built-in reporting, benchmarking, and dashboards.
franchizemanager provides a seamless means to assess franchise performance effortlessly and pinpoint areas for enhancement. It empowers you to establish and track goals for your franchises over time. Armed with access to comprehensive data, you can make informed decisions rooted in real-time insights, optimizing your operational strategies. Crucially, you can rest assured with reliable performance insights readily available. franchizemanager streamlines your franchise management, fostering enhanced communication, transparency, and accountability across all units.
Our global experience in financial services spans various countries and industries. We apply this knowledge to each client engagement, helping you construct a comprehensive solution that optimizes your operations. Schedule a meeting today to discuss with our knowledgeable staff how franchizemanager can elevate your business.
Let's Go
Ready to Get Started?
Check out the Demo Site yourself or book a sales call to discuss your needs.
Click the button below and complete a short form to gain access to the demo site. Just be warned that FZM is a large and complex system and the demo site has a lot of modules turned on.
It can be hard to understand the workflow without some guidance. So feel free to start below but reach out at any time and we can arrange a zoom and we will walk you through the system.
Talking with our sales team is usually the fastest and best option to start. A 15 minute discussion will quickly help you decide if we are the right solution for your business. Choose the option that suits you…
