02/03/2024
Excel Spreadsheet, specially designed for Mortgage Advisers, easy to maintain a complete GDPR compliant list of your clients in one place, where you can instantly figure out remortgage windows instead of going through CRM and waisting your precious time, just feed information in the sheet which literally takes less than a minute per client and have all your clientele in one place, fully GDPR compliant. Having all information on spreadsheet can also help you identify any further revenue generation oppertunities, great value for money. Fully tailored Mortgage Adviser servicing sheet, multiple payment options including paypal, please click on our Sellfy store link below for more details:
Keep track of your clientele and servicing obligations in one placeGDPR complaint spreadsheetYou can never miss on client servicing oppertunitesOpportunity to secure further revenues by keeping track of your servicing obligations Great Bargain!! and will save you precious time of yours! Yo