Formitize Case Study: Navigator Home Loans

In February 2001, Michael Platt – the managing partner of Navigator Home Loans – began writing loans as a contract mobile lender for St.George Bank. In June 2004, Michael and Jenny set up their own loan planning firm with a desire to build a business that puts as its number one priority the ability to foster a client for life strategy; to be available to their clients as their lending specialist for years to come.

Navigator works with clients to assist them in sourcing the best home finance solution for their circumstances. Their consultation is a free service to the borrower.

Michael says he found out about Formitize after Philip Burge referred it to him. The main reason he was interested in Formitize was that he was looking for Paperless Forms as his previous process resulted in inefficiencies in his business.

Formitize – A Great Software

Michael says, “Formitize provides a valuable contribution to how our business operates. It’s a great software that has made improvements to our business. Formitize is a good value for money. Right now we are using Paperless Forms in our business.”

Michael states, “Our Formitize Account was amazingly easy to set up. We were up and running in no time with a lot of great features. It’s a great solution that is simple to use and easy to understand.”

Formitize Provides Stellar Customer Service

Michael says, “Formitize Support and Customer Service teams are very responsive. The support and Customer service teams are always very helpful.”

When asked to rate the overall Formitize Client Support (1=Very Poor, 10 =

Amazing), Michael gave Formitize a “10.”

Why They Switched to Formitize

Michael says they were using a different software solution, namely Microsoft Excel and Fillable PDF before he came across Formitize.

Michael explains why they made the switch to Formitize. “We need to merge two forms into one and they need to be able to be completed on multiple types of interfaces. Formitize enables us to do that and so much more!”

When asked, on a scale on 1 to 10, how likely he was to recommend Formitize to a friend or Colleague, (1 = Not Likely – 10 = Very Likely), Michael gave us a “10.”

Michael’s Testimonial

Michael says, “Formitize is a great company to work with and quick to understand your pain points in your current process and how they can assist.”

Find out how Formitize can help you boost your business. Start your Free Trial Today!

Formitize – making paperwork paperless.

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