Extracting re-mortgage opportunities and protection gap analysis

Within eKeeper, reporting and extracting information is key understanding a variety of different ways your business works and the data it holds.  One of these is identifying opportunities from within the CRM and effectively using that data to reservice your client bank.  We’ve generated the following videos to quickly show you how to report and extract this information.

 

Finding re-mortgage opportunities

 

Protection gap analysis from existing mortgage sales

 

If you would to extract more value from your eKeeper CRM including how to maintain your clients and cases, please refer to our training videos or join one of our free webinars.