SwiftCase provides default questions to use in your forms, such as First Name or Email, although you may need to create your custom questions for your forms. Creating custom Questions

The Customer Enquiry workflow logs and tracks any customer questions to ensure prompt responses from you and your Team Members. Using the Customer Enquiry Workflow Note: The first three steps need to be carried out by the Customer submitting the enquiry. Click format_list_numbered Tasks to navigate to the Dashboard, then click add Create New Task. Choose a Client and Client Staff, and click Create Task. Choose…

CRM for Modern Mortgage Brokers Do not waste any time chasing down client information. Our System will send your clients information requests, allowing them to fill out and upload their data and documents to a secure link, leaving the fact-finding to the client, not you. SwiftCase’s Mortgage System cuts out unnecessary meetings and speeds up…