United Kingdom
Mortgage Brokerage
50-200 employees
Stisi Group is a reputable UK-based team of mortgage and protection professionals, who are highly proficient in providing expert advice to clients in all aspects of mortgage and protection. The team is led by Ross Stisi, who is widely regarded as one of the UK’s top Mortgage Advisors, owing to his excellent attention to detail and profound knowledge of the industry.
As Mortgage Brokers, Stisi Group handles a wide range of clients daily. This necessitated the implementation of a client portal, which serves as an effective communication tool for the company’s employees and customers.
Simplified loan application management
Stisi Group wanted to provide superior loan application experience to borrowers, so they decided to upgrade their digital lending toolkit with a professional-client onboarding solution. Using Clustdoc as a secure loan application management system has made their work much easier and quickly improved their overall performance.
Clustdoc was chosen as a software solution to solve the main problems identified by Claire Halbert and other stakeholders. It serves as a reliable record for Stisi Group to request, collect, and review customers’ information for all their services.
“We use Clustdoc to allow clients to send documents across to us for mortgage applications. We have a basic template set up, so we can send the request to the client showing all the documents they need and allowing them to upload this to the system when convenient. ”
With the help of Clustdoc’s intelligent document collection feature, the status of each file can be easily tracked on the portal.
Automatic reminders available through your Clustdoc account ensure that customers are informed of what is expected of them and what remains to be done.
This makes the processing of received items much more efficient, enabling teams to be more reactive in their approach.
“Before we had Clustdoc, clients had to send us documents by secure email which only allowed you to upload 5 documents at a time and became a very time-consuming task for both myself and the clients. Now the clients can upload the documents a lot easier and in their own time and I don’t need to chase the client once the documents have gone overdue which helps save me masses of stress and time too.”
Branded borrower portal that really converts
The client portal has enabled the seamless integration of customer and employee interactions during the loan process, making it easier for the company to provide support and assistance to its clients while enhancing the overall customer experience.
Not only does the portal provide clients with a convenient and digital platform to access and complete their mortgage applications, but it also includes updates on their application status – enabling real-time access to client information, reducing the need for manual paperwork.
Clients can also very easily submit documents, and communicate with Stisi Group’s team of experts through the portal.
“For example, we have also set up a medical data form and Fact Find. The medical data form is an automated form which allows the client to fill in all their medical history details we will need to complete a life insurance application for them.”
Using Clustdoc client onboarding software has freed up valuable time and resources that can be invested in enhancing customer service and providing clients with the best possible advice on their mortgage and protection needs.
50%
less time spent on document management
Premium
loan application experience for borrowers
100%
client data centralised in Clustdoc
Saving time for the whole team
Many modern companies struggle with managing numerous client requests while keeping track of everything. However, according to Claire, Stisi Group doesn’t face this issue thanks to Clustdoc. This software gathers every step of the loan documents submission process in one place and tracks all interactions in real-time. This makes it simple to identify who did what and when the online application was submitted.
“The ease of using Clustdoc has helped me manage my time better as I can see easily when clients have completed their task and check the documents easily. Also having the message service also helps keep all documents and messages together, so I am not going in and out of emails and missing information. It really has made the whole process much smoother and easier.”
Happy clients = A thriving business
Stisi Group has received positive feedback from many clients due to their use of a straightforward client onboarding tool like Clustdoc, which has resulted in increased client satisfaction.
“All our clients have confirmed they find it much easier and less stressful, using Clustdoc”
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