Every CRM system is designed to hold your client data – so what’s the difference?
At ClientTree, we have a client-centric system that allows for great flexibility to suit even non-vanilla cases.
Did you know that ClientTree can handle these and more?
- Multiple applicants on a mortgage – add as many as you need!
- Multiple properties on a mortgage / bridging loan – even a whole portfolio!
- Multiple mortgages on a property - initial first charge, further advances, 2nd charge and its further advances…
- Multiple mortgages being consolidated into 1 new mortgage - either on 1 property or multiple properties
- Multiple income sources with appropriate income fields - you can add as many as you like
- Multiple associations - when someone owns properties with various other people, such as one with their spouse, one with a sibling, one with a business partner and so on
- Multiple mailshot templates – you can set up as many as you can think of!
There's so much more to discover, so let's start with a demo and then a free trial – we’re here: https://www.clienttree.net
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