Case Study

Simon Law, Mortgage Advisor

Their Problem

Simon Law is a whole of Market Mortgage Adviser. He has a strong finance background spanning 25 years which gives him a very well-rounded perspective of the mortgage market.

Simon Law contacted Smart Office Support because he felt that he needed some help to organise his diary and manage appointments for his clients regarding mortgage enquiries.

We had a discovery call so that we could understand what he did and start to identify how we could help him. Following our call, Simon engaged our services to work with him to improve his processes.

Our Solution

We took over the management of Simon’s diary: setting up client appointments; sending out document requests; chasing outstanding documents; updating Simon’s client portal; and booking in all new enquiries for an initial conversation.

Simon now has more time to concentrate on building his business and ensuring that his clients get the best mortgage available for them.

Services provided:

Process Support
Task Management
Email Management
Diary Management
Process Creation

From the client:

“Rachel is organised, diligent and a quick learner. My diary is well organised, my leads are followed up promptly and I now have a second pair of eyes keeping track of what I need to do and when it needs to be done by“.

Simon Law, Mortgage Advisor

Simon Law - Simon Law, Mortgage Advisor

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