Have you been looking for an all-in-one management system to help you nagivate a smooth mortgage process? Sentry Financial Software is your solution! Sentry was created to help busy mortgage brokers manage and protect client relationships. 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 Sentry also has a client facing side where users can login and access financial documents, track their mortgtage cases and view property summaries 24/7 from any device!