Team Management

Efficiently oversee your team's productivity and inspire them through the sales cycle. From the initial lead identification in your CRM to the finalization of documentation, have full visibility of your team's progression in the process. This will enable you to accurately assess productivity, evaluate success, and provide necessary support.

Organization

Have a comprehensive view of all your clients and their respective statuses in the application process. This feature allows you to track the progress of each client, understanding exactly which stage of the application they are in. Whether they're at the initiation stage, midway through, or nearing completion, you'll have real-time updates at your fingertips. This not only improves your project management but also enables prompt and personalized communication with each client based on their specific point in the application journey.

Smart Forms

Our method involves gathering client data via a user-friendly interface, capable of filling out an extensive variety of forms. This includes everything from regular documents and forms to detailed checklists and contracts. With this simplified, yet effective approach, we ensure that all relevant information is captured and automatically incorporated into the necessary forms. This eliminates the tedious task of manual data entry and reduces the likelihood of errors, significantly improving the efficiency and accuracy of document creation and processing.

Renewals

When your client undergoes a change, our system enables you to easily access their information and auto-fill new forms accordingly. This feature ensures that any modifications in your client's status, needs, or preferences are promptly reflected in the updated forms. Not only does this save time and effort in manual data entry, but it also helps maintain data consistency across all documents. By reducing the risk of errors and discrepancies, it contributes to a smoother, more efficient, and more accurate process of managing client data and forms.

Why choose BlockForms?

Login credentials for broker, account manager, and client are granted from any device in a secure, cloud based environment.