How to Use Technology to Improve the Client Conversion with Guest Ben Shapira
Designed for Brokers, made by Brokers.
January 11, 2023
This podcast is our chance to give back to the mortgage broking industry and talk about real issues that are affecting most brokers and loan writers right now. Learning, Validation and Respect = the very foundations of all relationships.
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WE DISCUSS IN THIS EPISODE:
We’re always looking for new tech that can add value without removing the human element that makes our service invaluable. Enter: the diñeiro app! In this episode, we chat with special guest Ben Shapira about how the app can streamline managing a financial portfolio for brokers and consumers.
- Most technology solutions currently in the market are designed to simplify the process for brokers; the diñeiro app works for both consumers and brokers.
- diñeiro allows users to centralise their financial portfolio and share, allowing brokers to understand a client’s current status and borrowing potential.
- The app is a helpful retention tool for brokers to identify whether their clients might be future property investors by staying connected to the client’s financial goals, assets, expenses, liabilities, and equity growth.
- App engagement is positive even after loan settlement, with consumers checking in once or twice a month.
- Whitelabel functionality is available for brokers passionate about building their brands, allowing brokers to have their own apps.
- Within 24-36 months, we can expect large-scale digitalisation in all areas of the lending space. deñerio expects to move into the small business lending space and anywhere that financial data is necessary — including integrations with the ATO, Xero, and more!
Key Quotes:
“[With denerio] You don’t have to be tethered to the desk; they can meet a client for coffee or dinner and be able to talk about their finances.” — Ben
“Clients find that brokers who are making an effort to be more engaged, and it makes the relationship more solid.” — Ben
“It’s like a birdseye view for your finances.” — Ruan
THANK YOU TO OUR PRESENTERS: RUAN BURGER AND MARISSA SCHULZE
