SideDrawer and 8Twelve Mortgage Announce Unique Process of Turning to Technology

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TORONTO, Aug 3, 2021 (GLOBE NEWSWIRE) – SideDrawer and 8Twelve Mortgage announce a unique and innovative API integration between SideDrawer document collaboration platform and 8Twelve fintech brokerage company. Through this integration, SideDrawer professional users are able to direct their clients to 8Twelve mortgage brokers, submit applications and ultimately provide the required mortgage documents, all on the secure SideDrawer platform. This eliminates the countless e-mails of sensitive documents that are typical of traditional mortgage application processes, and demonstrates the SideDrawer API-centric document collaboration platform.

8Twelve is a leading national mortgage broker with consistently high 5-star consumer reviews. With their unique service model and technology platform, they can provide fast order fulfillment and exceptional service for job seekers.

“The 8Twelve platform will use the SideDrawer Information Request API, which combines a dynamic form and a guided file request into one simplified function. We developed this API because we aimed to solve one of the biggest problems of our professional users – the process of collecting data and documents from clients. This is a significant administrative burden that is time consuming, inhibits scaling, reduces efficiency, delays revenue collection, and creates a very poor customer experience. We’ve turned it all into a single workflow for professionals and their clients, and 8Twelve now supports their mortgage process, ”said J. Gaston Siri, Co-Founder and CEO of SideDrawer.

“When we saw SideDrawer reimagine document management by making it collaboration-oriented rather than storage-oriented, we saw it as an opportunity to provide differentiated customer experiences that meet the demands of today’s digital-centric customers. We’ve developed a more streamlined application and collection process for our clients referring us from SideDrawer, making it easier for them to create client referrals to us. We are very impressed with the efficiency of the API design, resulting in reduced administrative requirements for our mortgage brokers, creating a seamless and phenomenal user experience for the end customer, ”said Gary Fuchs, CEO of 8Twelve.

The integration will allow professional SideDrawer users to refer their clients to 8Twelve highly qualified mortgage brokers. With connected platforms, the user interface will be much more optimized, the security will be high, the risk of information disclosure will be reduced and the confidentiality of data will be maintained at all times. With the added benefit of the financial advisor initiating a referral but still receiving passive notifications due to the nature of SideDrawer’s activity tracking, the advisor can immediately adjust and reflect the mortgage transaction in the client’s financial and estate plans. This is an exceptional level of consultant engagement available only through the SideDrawer platform.

“As SideDrawer is already being used by professionals and clients to collaborate on sensitive financial and tax documents, this integration is a logical extension of the capabilities of our platform. We believe there is a significant number of similar opportunities to improve document interactions, and we expect to announce additional partners who will use the SideDrawer APIs to expand their offering or save precious development resources, ”said Ali Qureshi, Co-Founder and Director of Product Development. SideDrawer revenue.

For businesses, companies, professionals or fintechs wishing to learn more about our SaaS offerings or embedded APIs, please contact hello@sidedrawer.com.

About SideDrawer

SideDrawer is a technology company that focuses on improving customer experience and collaboration for businesses of all sizes. From a turnkey client solution for individuals, professionals, and SMBs to APIs for fintech and enterprises, we strive to improve productivity and increase customer engagement in a secure environment. With a fully flexible architecture, SideDrawer APIs can easily integrate with any enterprise to customize and improve the web and mobile client experience. For more information, please visit: www.sidedrawer.com or download our mobile apps from the Apple App Store or Google Play Store, or register at my.sidedrawer.com

About 8Twelve Mortgage

8Twelve Mortgage is Canada’s leading digital mortgage solution helping Canadians achieve their dream of home ownership and financial goals. We simplify the process of financing real estate with our pioneering innovation and personalized approach. Through the combination of our industry-leading technology platform, highly trained agents and a business approach, we ultimately help clients find the best mortgage products that meet their needs.

Contact:
Ali Qureshi
+1 855 663 7070
hello@sidedrawer.com

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