BrokerSource will provide the following benefits when managing Clients:

• A complete Client CRM system.
  
  
• View all of your client data in one place.
  
  
• Clients can access a secure client area to update their own profile, monitor the progress of their own loans and communicate with you using an integrated messaging system.
  
  
• Find all of the correspondence sent and received from within BrokerSource so you will never lose an email again.
  
  
• Set all your appointments with clients from within BrokerSource and maintain a history of contact.
  
  
• Monitor how much business each client has generated and the revenue received.
  
  
• Market to your clients from within BrokerSource utilising the integrated Marketing module and track the success of these campaigns.
  
  
• Gain an overall view of each client relationship to capitalise on future opportunities to up-sell other financial products.