Sentry Financial Software

Sentry was created as a solution to help busy mortgage brokers manage and protect client relationships. As far as management systems go, it’s pretty advanced. Here’s what it can do for you: CRM System – Log, follow up and report interactions with prospects and clients Case Manager – Track mortgage progress from application to completion Reminder Tool – Assign tasks and set notifications for important reminders Document Storage – Keep your clients financial documents organised and safe Reporting – Review key analytics including client property and financial summaries and business summaries Emails/SMS - Send instant communication to your clients about their case