by Naveen Jain | Aug 14, 2024 | Business Toolkit
If you’ve been using Xero for a while, you’re likely familiar with its basic functionalities. It’s a powerful tool that has become a staple in the Australian accounting industry. But did you know that Xero has a range of advanced features and tips that can make your...
by Naveen Jain | Aug 13, 2024 | Business Toolkit
Many of the most critical events in financial services are based on agreements, such as opening an account, obtaining a loan, or transferring capital. Streamline these procedures with digital agreements to provide customers with more innovative, accessible, and...
by Naveen Jain | Aug 9, 2024 | Uncategorized
Are you a mortgage broker looking for tools to help you succeed in your business? Let us point you in the right direction with the perfect solutions to help you excel! Mortgage brokers deal with many challenges daily, from handling clients with different...
by Naveen Jain | Aug 2, 2024 | Business Toolkit
Customer Relationship Management (CRM) is a tool for businesses to handle and understand their interactions with customers. CRM systems help businesses attract and keep customers, make operations more efficient, improve customer service, and boost profits. Here’s how...
by Naveen Jain | Jul 29, 2024 | Uncategorized
Running a business is challenging. Besides planning and running daily operations, companies often deal with many tasks that can be overwhelming. Three key areas that can be particularly tough are mortgage loan processing, bookkeeping, and accounting. These functions...
