All the information you need to advise your clients, secure in one place, on any screen, at any time, anywhere.
The modern digital way to organise your advice process - clients, cases, documents & conversations, all neatly and securely tied together - a digital folder; Binder.
All your clients, all their mortgage and insurance cases past and present, stored in a searchable form, accessible on desktop, tablet and mobile devices, wherever you are.
more infoSimply tick a few boxes to request all relevant documents from your clients. Your client uploads the documents you need directly to Binder using a secure process. Documents are stored encrypted and can only be accessed by the people that need them.
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Chat with your clients in real-time, keeping communication secure and stored alongside the case. Avoid a proliferation of email, SMS and WhatsApp messages.
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See a list of all Binder features on the features page or take a look at the user guides for more in-depth instruction on how to use Binder.
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