Raymond Finance is a trusted South Australian mortgage brokerage committed to providing personalised loan solutions. With a focus on delivering exceptional service, they specialise in helping clients across South Australia, particularly those in remote and rural areas, secure the best financial outcomes tailored to their needs
For Troy Raymond, Director and Mortgage Broker at Raymond Finance—a trusted South Australian mortgage brokerage delivering personalised loan solutions—smooth and efficient document management is crucial.
The problem
Serving remote and rural clients across the region, Troy faced ongoing challenges coordinating timely signatures on critical loan documents. Before adopting Annature, the brokerage relied on manual follow-ups and cumbersome processes, resulting in frequent delays.
The solution
One of Annature’s standout features for Raymond Finance has been SMS notifications. Clients instantly receive document links via text message, simplifying the signing process, especially for those frequently out on the road or at remote properties. “The mobile SMS feature is definitely our favourite aspect. Clients are far more responsive when they receive documents straight to their phone, compared to the previous system we were using,” says Troy.
The ease of use and intuitive design of Annature further boosted productivity. With minimal setup effort, Troy’s team could quickly adapt, easily uploading and sending documents directly from their existing systems. “Annature is very user-friendly, straightforward, and intuitive. It simplified our processes and improved our overall efficiency,” Troy adds.
The benefits of Annature extend beyond speed and convenience. Since implementing the platform, Raymond Finance estimates that document turnaround times have decreased from days to mere minutes—representing an enormous improvement in overall business efficiency. Additionally, the brokerage has enjoyed a noticeable reduction in administrative overhead, allowing staff more time to focus on servicing clients and growing the business.
Recognising the value of cohesive branding, Troy also plans to utilise Annature’s customised SMS and email branding features. “Having emails and texts branded under Raymond Finance creates a trusted, professional experience for our clients, significantly reducing their hesitation around receiving and opening digital documents,” he concludes.
The outcome
By leveraging Annature, Raymond Finance not only optimised their document processes but has significantly elevated their client experience, ensuring continued success in the competitive mortgage brokerage market.
