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.

FREE TRIAL - ONBOARDING

Terms of Service

Email Communications

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