Other case studies

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Full Story

Full Story

Full Story
The mortgage journey can be complicated. With multiple stakeholders involved on each case - keeping everybody aligned and up-to-date is crucial. Existing CRMs were struggling to keep up with the pace of advancements in technology and the increasingly high customer expectations. This, combined with huge efficiency saving opportunities for improving the process for mortgage and protection advisors, meant the need for something new was clear.
Everglades is a comprehensive software solution that launched in 2017 and has been evolving ever since. It provides a wide array of features tailored to meet the specific needs of the mortgage and protection advisory industry. The platform supports a range of dashboards, reporting tools, and integration capabilities with third-party services such as Experian, iPipeline, Midas, Twenty7tec, Postworks, and Office 365, making it a mature feature-rich application - all in the pursuit of giving the best possible service and advice to mortgage-seekers.
Features include:
Expands their team’s capacity, allowing them to take on more without compromise
Upholds their high standards by streamlining workflows and reducing errors
Accelerates their growth with smarter, more efficient operations