SideDrawer and 8Twelve Mortgage Announce Unique Technology
TORONTO, Aug 03, 2021 (GLOBE NEWSWIRE) – SideDrawer and 8Twelve Mortgage announce a unique and innovative API integration between SideDrawer’s document collaboration platform and 8Twelve’s fintech mortgage brokerage firm. Through this integration, SideDrawer business users have the ability to refer their clients to 8Twelve mortgage brokers, request and ultimately provide required mortgage documents, all from SideDrawer’s secure platform. This eliminates the back and forth of countless emails containing sensitive documents typical of traditional mortgage application processes, and demonstrates the capability of SideDrawer’s API-based document collaboration platform.
8Twelve is a leading national mortgage brokerage with consistently high 5-star consumer reviews. With their unique service model and technology platform, they are able to deliver rapid turnaround times and exceptional service levels to applicants.
“8Twelve’s platform will take advantage of SideDrawer’s Inquiry API, which combines a dynamic form and guided file request into one streamlined function. We designed this API as we sought to solve one of the biggest problems for our business users – the process of collecting data and documents from customers. This is a significant administrative burden, takes an enormous amount of time, hinders the ability to scale, reduces efficiency, delays revenue collection, and is a very bad customer experience. We have converted all of this into a seamless workflow that is used by professionals and their clients, and now 8Twelve to power their mortgage process, ”said J. Gaston Siri, Co-Founder and CEO of SideDrawer.
“When we saw how SideDrawer reinvented document management to focus on collaboration rather than storage, we saw it as an opportunity to deliver a differentiated customer experience, something that aligns with today’s customer who favors digital. We have designed a more streamlined request and collection process for our SideDrawer referral clients, making it easier for them to generate client referrals to us. We are very impressed with the effectiveness of the API design in reducing administrative requirements for our mortgage brokers, creating a seamless and phenomenal user experience for the end client, ”said Gary Fooks, CEO of 8Twelve.
The integration will allow professional SideDrawer users to refer their client to the highly qualified mortgage brokers at 8Twelve. Thanks to connected platforms, the user experience will be much more streamlined, maintain a high degree of security, reduce the risk of exposure and maintain data privacy at all times. With the added benefit of having the financial advisor initiating the recommendation while receiving passive notifications due to the nature of SideDrawer’s activity monitoring, the advisor can immediately adjust and reflect the mortgage transaction in the financial plans. and the client’s estate. This is an exceptional level of advisor engagement only available through the SideDrawer platform.
“Since SideDrawer is already used by professionals and clients to collaborate on sensitive financial and tax documents, this integration was a logical extension of the capacity of our platform. We believe there are a number of similar opportunities to enhance the document collaboration experience, and we plan to announce additional partners who will take advantage of SideDrawer’s APIs to enhance their offering or save valuable development resources ” said Ali Qureshi, Co-Founder and Chief Revenue Officer of SideDrawer.
For businesses, businesses, professionals or fintechs who want to learn more about our SaaS or integrated API offering, please contact [email protected]
SideDrawer is a technology company focused on improving the customer experience around collaboration and organization for businesses of all sizes. From a turnkey customer-centric solution for individuals, professionals and SMEs, to APIs for fintechs and enterprises, we aim to improve productivity and increase customer engagement, all in a secure environment. With a completely flexible architecture, SideDrawer’s APIs can easily integrate with any business to personalize and enhance the web and mobile customer experience. For more information, please visit: www.sidedrawer.com or download our mobile applications from the Apple App Store or Google Play Store, or sign up on my.sidedrawer.com.
About the 8Twelve mortgage
8Twelve Mortgage is Canada’s premier digital mortgage solution, helping Canadians achieve their homeownership dream and financial goals. We simplify the real estate financing experience with our revolutionary innovation and highly personalized approach. Through a combination of our cutting-edge technology platform, highly skilled agents and a business approach, we ultimately help clients find the best mortgage products to meet their needs.
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