Further details of question We currently manage a large database of property developments in an excel file, but we need to migrate this to a bespoke database, which will give us more flexibility to build our business processes around the data, and to add more columns and related items, such as photos, files, notes, version …
There comes a stage in every business where they need to upgrade their email and ensure their whole team is using email as efficiently as possible. For some teams, it’s setting up a Gsuite account and getting personal emails for the team but for other teams, especially the ones that was instant transparency with their …
Automate as many non client facing tasks as possible. Build into your workplace a culture of kaizen, continual improvement and incentive your staff to automate the parts of their job that don’t provide client-facing value. Whether it’s filtering emails, task management automation, automated messaging, helpful notifications or others, create a workplace whether ideas are shared, …
Services for Mortgage Brokers
Build It
In this stage we develop the core of your online platform:
Boost It
In this stage we consider the integration of:
Broadcast it
In this stage we engage your current & potential clients through:
Related Posts
What software should I use to build an online property development database?
Further details of question We currently manage a large database of property developments in an excel file, but we need to migrate this to a bespoke database, which will give us more flexibility to build our business processes around the data, and to add more columns and related items, such as photos, files, notes, version …
Our team needs a shared inbox, what do we use?
There comes a stage in every business where they need to upgrade their email and ensure their whole team is using email as efficiently as possible. For some teams, it’s setting up a Gsuite account and getting personal emails for the team but for other teams, especially the ones that was instant transparency with their …
Rules for automation
Automate as many non client facing tasks as possible. Build into your workplace a culture of kaizen, continual improvement and incentive your staff to automate the parts of their job that don’t provide client-facing value. Whether it’s filtering emails, task management automation, automated messaging, helpful notifications or others, create a workplace whether ideas are shared, …