All Aboard: An Onboarding Primer
By: Agnes Borko / Client Development Manager
Without a full, rich onboarding experience, will you really be able to use your new tool to the best of your ability?
At CREtelligent we believe onboarding clients is not just an important “get to know our products and services” step, but an incredibly important first step in delivering the kind of customer service that will enhance your experience with our products and services.
Did you know the team who onboards you is the same team who will continue to support you?
Every successful experience begins with stellar communication. Been a while since your team had a good Education session? Give us a call! Feel like your team could use a refresher, see what has changed? Reach out to see what’s new!
The BDMs lead the onboarding experience and continue to support you in every facet of commercial due diligence. Are you ready to start your journey?
What your Business Development Managers do for you:
- Help you navigate change painlessly.
- Make sure continuing education about our products is informational and
- Tailor your onboarding education to fit your needs.
- Remove obstacles to achieving a high level of efficiency.
- Listen to learn because many of our platform enhancements have been the result of direct client requests.
- Mitigate compliance concerns about what a result means and, more importantly, what you should do next.
Bottom line: your CREtelligent team has your back for all things environmental, as well as all the other core comm due diligence services – valuations, property condition inspections, and flood services. The team who onboards you is the team who is there for you during every phase of your journey.
We enjoy the onboarding process, and we make sure it’s enjoyable for you. The more you understand the tool, the better value you’ll receive, but questions frequently come up after an onboarding session. That’s why there’s no handoff, but rather we’re hands on…when you need or want it. Sure, we have our SME’s, but you continue with the team you start with, which is a rarity in this industry.
You will be trained by YOUR dedicated team. The teammate who trains you will also be the one to support and help your institution grow!
We like to think our onboarding sessions leave clients feeling more open to discussions and learning all around – the features, tricks, and tips they can use to reach their goals faster.
Part of our customer service includes ongoing education in the form of webinars, product spotlights, and best practices demonstrations. We work with you in identifying areas of interest, so we can keep you apprised of any industry updates or changes. We want to ensure your institution remains compliant with all industry standards spanning the core tenets of commercial lending.
You can always call CREtelligent; every client has direct access to their own support and account management person[s].. always a live human for assistance, no call center queue.
This ongoing communication builds priceless relationships where trust is fostered, and clients see you as a valuable partner in what they want to achieve. Our hope is for you to view our team as an extension of yours. Ready to start your journey?
