By partnering with CoreLogic, Finsure has put the power of comprehensive property data and insights at brokers’ fingertips. Finsure brokers now have instant access to all the information they need to support their clients at every step of the home-buying journey.
1. THE CHALLENGE
Leading mortgage aggregator Finsure wanted to empower its broker network to become trusted partners to home buyers and investors. To achieve this, Finsure brokers would need to help their clients beyond simply arranging property finance.
Finsure wanted a solution that would enable its brokers to have more meaningful conversations with their clients around the history, value and performance of specific properties. This would give their clients the confidence they need when making a major property decision.
2. THE APPROACH
CoreLogic’s solution involved embedding its data services into Infynity, Finsure’s state-of-the-art Customer Relationship Management (CRM) platform. Brokers with an RP Data subscription now have direct access to detailed information and analysis on the property their clients are looking to purchase.
Although it would usually take 6–12 months to plug CoreLogic’s data into an external CRM, the CoreLogic and Finsure project teams found innovative ways to slash the project timeframe. As a result, the integration was completed in around two weeks.
3. THE OUTCOME
By integrating CoreLogic’s comprehensive data with Infynity, Finsure brokers now have a one-stop shop for their client and property data, valuation estimates and much more. This helps brokers save time, streamline their processes and create a seamless workflow within a single platform.
Best of all, brokers can now build stronger client relationships by providing up-to-date property insights unlike ever before, ultimately leading to better client outcomes.
'This partnership with CoreLogic is all about saving our brokers time with instant acces to client data, property data, valuation estimates and much more- all in one place. Ulitmately, this will deliver better customer outcomes.'
If you’re an aggregator wanting to learn more about integrating your CRM, or if you’re a broker who’d like an RP Data subscription, get in touch with us today.