Are your staff spending more time administrating sales and lettings, than finding your next customer’s dream home?
Is your compliance team concerned about the security of your data and adherence to data protection regulations?
Fed up with having to bend your customer-engagement processes around the software you use?
Our team of experts will work with you to create bespoke workflows that are designed to make life easier for you and your customers.
Each workflow is built from up to three distinct modules:
Collect data from internal and external sources in a mobile-first, user-friendly, environment. Rather than pestering your customers with a long list of questions, our dynamic forms change based on input, so your customers only have to answer the questions that apply to them.
Make life easier for your customers and allow them to sign documents from their computer or mobile device and create legally binding agreements, all without having to leave their home. No more hanging around waiting for papers to be posted or scanned and returned.
Whether it’s an accidental typo or attempted fraud, inaccurate banking information costs the real estate industry millions each year. Our Open Banking module automatically checks banking details for you, while additional verifications can be carried out with other regulatory bodies.
Email inboxes are not the right place to store sensitive data, such as banking details and client information. The Vault safeguards your customers’ details at every step, from initial collection to final processing. It can then help you analyse that data and gain a better understanding of how customers use your services.
Being compliant with data protection regulations, such as GDPR, and having an always-on repository for your data is critical for every team in your organisation. The Vault helps by providing safe and secure storage for your customer data.
By using Open Banking to verify key financial information as it is entered, the Vault can detect and prevent attempted fraud before it becomes an issue. In the event that any information can’t be verified automatically, it is immediately flagged for follow-up.
Multi-factor authentication helps ensure that only authorised people can submit data, while the ability to view and edit information is tightly controlled. If you have to change any details, all edits are recorded and time-stamped for peace of mind.
Here’s a preview of our latest posts. Why not check out all of our content over on the blog page?
We regularly release new articles, webinars, and news on the topic of data collection and security.
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It’s quicker and easier for our customers, and more accurate information is fed back to our staff which avoids administrative headaches. We’ll never go back to email again!”
Ultimately, we know that there will always be T&Cs to prepare, data to collect, documents to sign, etc. - the admin is the admin - but Finch makes it as easy and efficient as possible for both us and our customers. It shows we are serious about capturing and storing their data securely”