Simplify and expedite the mortgage referral process with Pinch Financial integrated with BOSS. With Pinch Financial innovative technology, you can complete full qualification in under 10 minutes. Elevate your service levels and close deals more efficiently with a faster, more streamlined experience for both you and your customers.
Integrating with third-party platforms, such as Facebook Leads, has never been easier. Our Zapier integration allows you to effortlessly ingest leads from Facebook directly into the BOSS platform. Skip the manual data entry and save valuable time by automating lead capture.
With its innovative digital closing solution integrated with BOSS, MyClosing allows you to provide your customers with a hassle-free and cost-effective closing experience. Easily send all forms and documentation to your customer-assigned lawyers, ensuring a smooth transition to the final step.
You are informed and updated on the status of the deal throughout the closing process, which allows you to manage and track progress effortlessly. Enjoy the convenience and efficiency of digital closings, save time and resources while delivering a superior customer experience.
*Available in limited provinces
Submit referrals to the Simplinsur sales team quickly and easily from BOSS. A dedicated professional sales representative will reach out to your customer to provide them with a competitive quote for home, property & auto insurance coverage* (not available in all provinces).
Enhance Client Value and Earn Additional Revenue with Simplinsur.
Experience the power of collaboration and tap into the vast potential of our open platform. Connect your technology with ours today and unlock new avenues for success!