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HomeInsurance & Mortgages NewsToronto-based mortgage broker to collaborate with digital company on a unique referral...

Toronto-based mortgage broker to collaborate with digital company on a unique referral process

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 amount of time, prevents scaling capability, reduces efficiency, delays revenue collection and is a very poor client experience,” the digital company’s Co-Founder and CEO, J. Gaston Siri, said. “We converted all of that into a seamless workflow which is being used by professionals and their clients, and now 8Twelve to power their mortgage process.”

8Twelve’s CEO Gary Fooks added that having witnessed the way SideDrawer had reimagined the process of document management to be collaboration focused, his company saw it as an opportunity to provide a differentiated client experience. 

“We designed a more streamlined application and collection process for our referring customers from SideDrawer, making it easier for them to generate client referrals to us. We are very impressed with the efficiency of the API design leading to reduced administrative requirements for our mortgage brokers, creating a seamless and phenomenal user experience for the end client,” he added. 

Meanwhile, the Co-Founder and Chief Revenue Officer of SideDrawer, Ali Qureshi, pointed out that since his platform was already being used by professionals and clients in order to collaborate on sensitive financial and tax documents, this integration with 8Twelve’s mortgage brokerage services was “a logical extension”, adding that SideDrawer believes there are many more similar opportunities to improve upon its document collaboration experience.

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