Скачать или смотреть CRM Integration with Aggregators for Financial Services

In the finance brokerage industry, staying connected with key industry tools and systems is crucial to running an efficient operation. Finance brokers often work with aggregators—such as Viking Aggregation and Finsure Aggregation—to access wholesale mortgage products, compare lending options, and manage their loan applications. By integrating Pipedrive CRM with these aggregators, brokers can streamline their workflows, reduce manual data entry, and ensure that their processes are both efficient and compliant.

Find out more in this video
Benefits of Integrating Pipedrive with Aggregators
Simplifying Loan Submission and Approval Processes
Managing Commission Payments
Customising Integrations to Fit Your Workflow
Keeping Clients Informed with Real-Time Updates
Future-Proofing Your Brokerage

Reach out to Ben at [email protected] for deeper insights