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
Company Details
- Employees
- 1
- Address
- Wales, Gb
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.sentryfs.co.uk
- HQ
- Wales
Sentry Financial Software Questions
Sentry Financial Software's website is http://www.sentryfs.co.uk
Sentry Financial Software's LinkedIn profile is https://uk.linkedin.com/company/sentry-fs
Sentry Financial Software has
1 employees.
View email and phone details for 1
employees at Sentry Financial Software.
Sentry Financial Software's industry is
Financial Services
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Sentry Financial Software's categories are Financial Services
