While 2020 is well and truly upon us, it is fair to say that this far in, it is absolutely going to be a year to remember, but it is not all bad, and we are seeing some great outcomes for clients in these challenging times.
The way we are doing business and interacting with clients, has changed dramatically, and for the better, despite the way that the change has evolved and become a necessity. This is Ash and Simone, some of my most lovely clients, who I must admit I am having an absolute blast working with. We did a quick catch up this morning via Zoom, which is great because no one needs to travel, if you really wanted, you could still be wearing your slippers under the desk (I would *cough* never even consider that!), and there is little downtime or planning time required, working out what time works for everyone on what particular day. And, the banks are getting with the program too, meaning that clients that are looking to purchase or finance, can do so, while still being able to social distance..... Many have quickly onboarded the ability to identify via zoom or Skype 'face to face' meetings, docusign for signing both compliance and applications, and may are now allowing loan documents to be signed via docusign for the most part. At Get Smart, we have some really handy processes in place, which make it super easy to provide both statements, data, and make bookings with the team, such as bank statements.com.au, brokerpad, and youcanbook.me, where you can book straight into our calendar, at a time and day that suits you for your zoom meeting! Thinking about your finance and want to have a chat? Need a new loan, or want to review an existing loan? Reach out, shoot us an email, give us a call, or use the link below... while 2020 is challenging, sorting your finance in 2020 has never been easier, and it could save you thousands! Comments are closed.
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AuthorRachael Bland – Founder & CEO Archives
February 2024
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