A Custom Chrome extension built around how Australian mortgage brokers already work. It reads client forms + deal notes and enters data for the whole application.
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"After spending so much time doing data entry for lodgements, I thought there had to be an easier way. So I built a tool to save myself time. I started using it, then our firm started using it every day. Now I want to share it with other brokers because I know how much time it can save."
When I was writing loans, there was no way I'd trust a tool that uploaded my clients' information to someone else's server.
That's why MyCRM AutoFill works differently. Your broker notes and client forms stay on your computer. The extension reads what's already open in your browser and simply fills it into MyCRM.
How do I know it can’t leak my data? Read the security page →The data entry for the same first home buyer scenario was entered into MyCRM twice. Manual entry took 25 minutes and our extension finished in 7:58.
Only the footage has been sped up (both timers never are).
Install the Chrome extension and see how MyCRM AutoFill fits into your workflow.
Coming to the Chrome Web Store — book a demo for early access.
Start Free TrialNo credit card required.
Watch exactly how the extension handles and see how much time you could save.
Your custom extension will write all NCCP comments the way your firm normally does. See from some of our examples. Set your wording once and each lodgement will be pre-populated with it automatically.
Sarah seeks:
Wording, order and detail follow the style your firm sets — once.
Leave your details below and Dimitri will give you a call.