Solutions Mortgage brokers and financial advisers
Mortgage brokers and financial advisers
A CRM for mortgage brokers and financial advisers
RAHWE gives mortgage brokers and financial advisers a CRM where every enquiry has an owner and a response clock, follow-ups are never forgotten, and the pipeline shows each case from enquiry to completion. Managers see their team's work without chasing spreadsheets.
Problems we remove
What gets in the way today
Leads from ads and referrals go cold.
Cases stall because nobody owns the next step.
Managers cannot see team activity at a glance.
What you get
The apps that fit mortgage brokers and financial advisers
CRM
Leads, contacts, companies, a pipeline, tasks and reports with a first-response SLA.
People
Reporting lines, attendance, leave and targets, so managers see their own team's work.
Questions
Good to know
Can managers see only their own team?+
Yes. Visibility follows your reporting lines. Managers see their team, staff see their own work, and admins see everything.
Can I import my existing leads?+
Yes. Import spreadsheets with a guided mapping, and the system checks phone numbers and avoids duplicates.
Run mortgage brokers and financial advisers on RAHWE.
Every app included. Bring your customers from a spreadsheet and be working today.