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Description
Reads your deal notes and enters the whole application into MyCRM for you — deal, loan structure, comparisons and NCCP. MyCRM AutoFill is a Chrome extension built by an actual Australian mortgage broker with 9+ years' experience and 1,000+ loan lodgements. HOW IT WORKS 1. Open a contact in MyCRM 2. Type your deal notes into the extension 3. Click 'Application' - and watch it fill in your deal WHAT IT DOES Completes all tabs within the deal section: customer objectives, funding details, loan structure, and NCCP compliance notes. It selects the lender and loan product, enters the security and rates, and even adds comparison lenders. FEATURES - Automatically fills MyCRM applications - Saves you up to 70% of data entry time - Built for Australian mortgage brokers - SOCA & NCCP Comments SECURITY Everything runs on your computer. No client information is stored, shared, or sent anywhere. The extension only contacts our server to check its own licence — an anonymous install ID, never your clients' information. ***Try a 30-Day free trial (no credit card required)*** Need a custom solution? We also build custom Chrome extensions and workflow automations. Learn more at https://mycrmautofill.com