How to Help Your Clients Embrace Technology for Mortgage Transactions: A Guide for Canadian Mortgage Brokers

As a mortgage broker in Canada, it's important to stay competitive by leveraging the latest technology. One essential tool for your business is a secure online customer portal. However, some Canadian consumers may not be comfortable with using this digital platform. That's why it's important to educate your clients about the benefits of using a secure online portal over email communication. By doing so, you can build trust and provide top-notch service.

Here are four easy steps to help with making your clients be more confident in using technology for their mortgage needs:‍

Explain the benefits of Using a Secure Online Portal

When you introduce your online portal to clients, explain the benefits, such as convenience, time-saving, and reduced risk of errors. Clients can upload and sign documents from the comfort of their own home, rather than traveling to your office.

Demonstrate How to Use the Portal or Use a "How-To" Video

Some clients may feel intimidated by using a new platform, so it's important to offer clear instructions. Consider using a "how-to" video or guide, or offering a demonstration to clients to help them feel more comfortable using the online portal.

Address security concerns

Clients may have concerns about the security of their personal and financial information when using an online platform. Address these concerns by explaining the measures your company takes to protect their data, such as the SecurConnex Data Pledge. You can help clients feel more comfortable using the portal by explaining your commitment to data security.

Provide support and clear instructions

Make sure clients know how to contact your team for assistance with using the portal. Provide clear instructions for how to get in touch, and be sure to respond promptly to any questions or concerns. This will help build trust and ensure clients feel supported while navigating the online platform.

By following these steps, you can help your clients feel more comfortable using technology for their mortgage transactions while ensuring the security of their personal and financial information. With your guidance, clients can benefit from the convenience and time-saving features of your online portal, while enjoying the peace of mind that comes with a secure platform.