France
Mortgage Brokerage
1-10
A.F.P Courtage is a real estate brokerage agency based in France. With many years of experience, the team successfully provides its clients with the best service in loan processing.
In early 2021, Paul Minet, Sales Director at A.F.P Courtage, and his team chose to implement Clustdoc to digitize and speed up their entire client onboarding process.
What changed with Clustdoc?
Overcoming the challenges of document collection
Before switching to Clustdoc, A.F.P Courtage’s client onboarding process was managed in a very traditional way: back and forth emails, paper based document collection, in-person meetings and contracts.
This routine wasn’t ideal for Paul since he was managing all the administrative onboarding process in addition to his initial missions.
As a result, the team was struggling to centralize and verify client information in a systematic way. This time-consuming process often led to errors during loan processing
“ The process we had before required a lot of back-and-forth emails or phone calls. Client information was scattered, which led to inefficiencies. Our main goal was to centralize client submissions and get rid of manual and repetitive tasks as part of the onboarding process. ”
Building a smooth and secure client onboarding process
Paul was looking for a simple and flexible tool that would help the team streamline document collection and client interactions, while remaining compliant when verifying client submissions.
“ Our main challenge was to work in a compliant way regarding French regulations, while being able to better track client submissions without the need to send manual reminders.”
That’s when Clustdoc came into play: the client onboarding and verification software provides the team with a secure and innovative way to provide a better onboarding experience and manage new clients. All team members benefit from a 360° view of each client application’s progress in real-time, from a single interface – a real time-saver.
Using Clustdoc, Paul can easily track team performance, centralize all internal interactions, and keep track of key client information – saving significant time on loan processing, and ensuring nothing slips through the cracks regarding compliance checks.
Delivering a premium customer experience
A.F.P Courtage team is dedicated to provide a 5 star customer experience – And using Clustdoc self-serve onboarding portal was a real game-changer for Paul. The team is now providing an online experience, so clients can complete their loan application in a secure and custom interface.
“ Clients can easily submit required information and documents in their online application, everything is being centralized. We experienced a real increase in our completion rates.”
Thanks to Clustdoc, Paul and his team easily streamlines every step of the loan documents submission process in one place and provide a premium onboarding experience.
Premium
onboarding experience for borrowers
Zero
error during document verification
x2
in productivity since switching to Clustdoc
Key features used by A.F.P Courtage
– Borrower prequalification: Build prequalification forms and make sure you only work with eligible customers.
– Automated follow-ups & due date shortens time-to-value & increases conversion.
– Enhanced collaboration: Loop in lending partners and collect feedback without picking up the phone.
“ I’m really grateful for the support I receive from the Clustdoc team. Marie and her team are extremely responsive, ensuring we are well taken care of at Clustdoc. ”
With Clustdoc, Paul and his team saved valuable time, allowing them to focus on higher-value tasks to make their process more efficient on a daily basis.
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