Jason Furnell, LMG’s Group Executive-Customer Experience , said the Deal Board had been developed in direct response to business feedback.
“Deal Board and the surrounding tools are the most anticipated productivity enhancement within MyCRM we’ve ever delivered,” said Mr Furnell. “And it has all been driven by our businesses.
“Business owners, brokers and support staff have all wanted a more visual and intuitive layout that connected all their deal details and activities into a single view and made it easy to prioritise and collaborate.”
At a glance, business owners can understand what is coming through the pipeline and what has hit a bottleneck, and whether a broker or lender needs to become involved.
“We’ve injected simpler ways to manage automation and process guidance, allowing businesses to ensure the same, excellent experience for every client, even if handled by new members of staff. It’s easy to see who in the team has completed what activity and exactly what is to be done next.
“It’s a single source of truth for every deal and client-facing activity.”
Deal Board’s launch at Scale-Up follows on from LMG’s other tech innovations unveiled this year.
SmartData was launched recently, which represents the biggest ever enhancement to the Online Fact Find. By pre-populating ID data including drivers’ licenses, passports and Medicare and connecting bank accounts, customers are spending less time sourcing documents and more time providing considered responses to the Fact Find.
And LMG has also unveiled an industry-first aggregator integration with Quickli.
The integration pushes more than 200 data points from MyCRM to Quickli - including income, assets, liabilities and expenses data - eliminating a double-up in processing when building an initial scenario.