Business Challenge
Infinity consultants help their customers to manage their debts and find new pathways for increasing their savings and building financial resilience. Graeme notes, “We give every dollar a purpose for Mum and Dad, we delving deeply into their living expenses. We are in many ways like a MyBudget on steroids. We work out what our customers need for living expenses and everything works off the mortgage. And as part of this process, customers have documents in different places they need to share with us.
The solution
“ezidox™ has been instrumental to our success and growth as a business. We first heard about it in our community of brokers, many of whom share best practice and the latest technology innovation to help each other. ezidox™ allowed us to monitor document activity and interact with clients live through the chat feature on the mobile app. This allows us to effectively take the task of document collection on the road through the intuitive cell phone app interface and has completely changed the way we work.
By being able to use the latest mobile app technology, our customers feel secure and encrypted. It demonstrates our professionalism and that we’re not stuck in the manual world. Customers quickly gain the perception and hence the confidence, we’re on top of our game,”.
Impact
ezidox™ has measurably lifted efficiency. It has sped up what was previously a slow and cumbersome process both for the Infinity team of brokers and their customers. Where normally the process of collating, scanning, and emailing documents, normally takes anywhere from three to five days, they can now complete the process within 24 to 48 hours. The magic of the platform and the ease of consumers becoming so familiar with mobile apps, is that ezidox™ allows the brokers to send customers alerts and reminders by text, making it much more accessible than having to get the customer to open an email program.
Finally, ezidox™ has been instrumental for the Infinity Group having been nominated in not one but three categories at the recent upcoming Australian mortgage awards. The group were finalists in five other categories this year. Graeme Holm is happy to report that ezidox™ has made more impact on his business than he ever thought possible and is looking forward to further growth of the business, and of course, winning more well-deserved awards.
About Infinity Group
As the owner and founder of the Infinity Group, Graeme Holm’s business covers all of Sydney, focusing on South West area of the city. With such a wide canvas on which to grow the business and delivering double digit growth, no wonder that Graeme has fast become an award-winning broker. This year the business settled close to $180M in loans.
As the owner and founder of the Infinity Group, Graeme Holm’s business covers all of Sydney, focusing on South West area of the city. With such a wide canvas on which to grow the business and delivering double digit growth, no wonder that Graeme has fast become an award-winning broker. This year the business settled close to $180M in loans.
View moreIndustry: Financial Services
Company Size: 11 - 50 employees
Location: Australia
Optimise your team workflow
Simply enter your customers’ details, list the documents and information you require and set a due date. We take care of the rest.
Contact UsRead more success stories
In a single month I lifted my loan writing from $3M to $5M a month, this is a 67% increase in efficiency
