Customer Success | Financial Services

Barnden Financial Services

 
Act! and Barnden Financial Services

Switching to Act! pays off for mortgage specialist

The ability of Act! to capture, retrieve and use customer information can give a small business the competitive advantage.

"When every other small mortgage broker is embracing technology, I believe that Act! gives me an edge."

Paul Barnden
Owner

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Industry

Real Estate

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Solution

Act! Growth Suite

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Deployment

Cloud

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Users

5+

Results

  • Much faster retrieval of archived material about his clients, which means Paul can save up to one hour a day.
  • Ability to react instantly when clients get in touch after what can be long periods.
  • Immediate access to client information gives the sense of professionalism that Paul wants for his business.
  • If problems do occur during the mortgage process, Paul can address them quickly, helping clients secure the homes that they want.
  • Act! offers a much more organized approach to communication, with clients being contacted at the right time and in the right way.
  • Act! is an uncomplicated system that’s simple to learn and use for any single person business that needs to manage its client base more effectively.

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