Company Performance Metrics
Sentry Financial Software provides business management software for mortgage brokers. The platform combines a CRM system, case management, reminder tools and reporting to help brokers log interactions, track mortgage, protection and pension applications, and review client and business analytics. It offers secure document storage, client portals for
real-time access to case updates and financial summaries, and email and SMS tools for automated communication. Brokers use Sentry to organise client data, manage tasks and notifications, and produce fact find and application history documentation for compliance purposes. Clients use Sentry to monitor application progress, view property and mortgage details, and access key financial documents from any device. The software focuses on supporting end-to-end digital handling of mortgage-related workflows for advisory firms.
