Case Study: Riach Financial accelerates case turnaround with Smartr365

Riach Financial speeds case turnaround by midday Friday with Smartr365

Riach Financial, a mortgage brokerage firm, sought to accelerate its client onboarding process and improve overall case management efficiency. To address this challenge, they implemented the end-to-end mortgage broker platform provided by Smartr365.

By utilizing Smartr365's integrated platform, which includes features like integrated sourcing, a client portal, and automated document storage, Riach Financial significantly accelerated its case turnaround. The solution enabled them to gather client information rapidly, leading to the ability to book meetings for new inquiries within a single day. This speed is particularly valuable in a volatile market. Adviser Lee Major also reported that the Smartr365 platform made meetings more efficient and fact-based, contributing to a more streamlined operation.

Riach Financial