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Description
Reads your deal notes and enters the whole application into MyCRM for you — deal, loan structure, comparisons and NCCP. Automatically enters client details, financial information, assets, liabilities, loan details, securities, lender/product information and compliance notes across MyCRM. OUR STORY Built by an Aussie mortgage broker with nearly a 10+ years of experience who's done plenty of loan lodgements manually. And after many years of dealing with repetitive daily data entry, he decided to build a tool to solve that problem. HOW IT WORKS It reads clients' data in your fact-finder form (generated from mycrmautofill.com/form-builder), then enters the information directly into MyCRM. TRY IT FREE for 30 days. No credit card required. PRIVACY & SECURITY - Your client information stays on your computer. - The extension reads the information locally and enters it directly into MyCRM. Client information is not uploaded to our servers or sent to third-party AI services. - The extension only communicates with our servers for licence and service-related functions (does not exchange nor leak any client information). For the full security details, visit: https://mycrmautofill.com/faq-security Learn more at - https://mycrmautofill.com/