FULFILLMENT SERVICES
FREE TRIAL ONBOARDING
Our onboarding process is streamlined, transparent, and simple making it easy for our customers to experience world-class business outsourcing solutions at affordable rates.
COMPLETE THE FORM BELOW FOR THE FREE TRIAL
WHAT TO EXPECT
We follow a simple three step onboarding process. This enables us to ensure the smooth transition and quick completion of the outsourced project to a timely completion. Provide your clients with a pain free mortgage experience.
STEP 1 - GETTING STARTED
Syncro Mortgage will:
- Assign a Dedicated Fulfillment Officer as your point of contact;
- Set up your Cloud Based Private Mortgage Centre;
- Customize your Touchpoint Communication Email System;
- Set up your Broker Dashboard to Monitor your live deal progress; and
- Run a systems check through a mock deal to ensure all systems are go.
STEP 2- ONLINE REVIEW
Syncro Mortgage will:
- Set up an online session for the project review;
- Review Free Trial Service Level Agreement;
- Review Terms of Service;
- Collect any outstanding information required; and
- Answer any last questions prior to going live.
STEP 3 - GO TIME!
Syncro Mortgage will:
- Set your fulfillment account to LIVE;
- Provide you with a secure web address to submit your live deals;
- Deliver fulfillment services as per our terms of service;
- Send you a link to access your real time notification portal to track the progress of your deals; and
- Conduct a project review on the completion of the deal to gather feedback on your user experience.
Note: We hope you find value in our Fulfillment Service. Your feed back is truly valued. We look forward to providing you with ongoing services.