Overall Satisfaction with WorkflowMax
WorkflowMax is integral to our business. Max is responsible for managing the flow of mortgage loans to lenders for over 40 top Australian mortgage brokers. We manage the compliance and submission processes of hundreds of loans, on behalf of mortgage brokers. WorkflowMax enables us to manage the status of deals and the flow of information between stakeholders. We use it in conjunction with Business Dropbox for our documents and Xero accounting (with Stripe) for fast billing.
WorkflowMax (and Dropbox) offers us the security we need over our files and information as you can imagine we view and manage deeply personal information.
WorkflowMax enables our business to be a leader in what we do for brokers.
WorkflowMax (and Dropbox) offers us the security we need over our files and information as you can imagine we view and manage deeply personal information.
WorkflowMax enables our business to be a leader in what we do for brokers.
- Workflow templates and tasks for varying scenarios.
- Communication and status updates to stakeholders with audit trail.
- Different Job states for different templates.
- Maybe allowing a note option to change a job state.
- Max enables Loan Assistant to invoice very quickly and easily and integration with Xero for card payments brings our cashflow forward.
- Max enables the Loan Assistant team to manage their workflow in an efficient and productive way. The team all work from home. It is the centre of our Loan Assistant universe.
Loan Assistant is a virtual business, entirely operated in the cloud. We do not have an office. Team members are located in diverse locations such as Munich, Canada and Sri Lanka as well as various locations in Australia. WorkflowMax is what ties us together. The fact that the billing is so tightly integrated into the workflow is a great strength. At this time we have been using Max for 6 years and plan on keeping using it. We have evaluated Slack but it didn't work for us.
Do you think WorkflowMax delivers good value for the price?
Yes
Are you happy with WorkflowMax's feature set?
Yes
Did WorkflowMax live up to sales and marketing promises?
Yes
Did implementation of WorkflowMax go as expected?
Yes
Would you buy WorkflowMax again?
Yes