Formitize Case Study: Navigator Home Loans

19 August, 2020
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In February 2001, Michael Platt – Managing Partner of Navigator Home Loans – began writing loans as a contracted mobile lender for St. George Bank. In June 2004, Michael and Jenny set up their own loan firm with the desire to build a business that fostered a client for life strategy. In other words, they wanted to be their clients lending specialist for years to come.

Navigator works with clients to assist them in sourcing the best home finance solution for their circumstances. Their consultation is a free service to the borrower.

The main reason Michael was interested in Formitize and paperless forms was because his previous process resulted in inefficiencies.

Formitize – A Great Software

Michael says, “Formitize provides a valuable contribution to how our business operates. It’s a great software that has made improvements to our company. Formitize is good value for money and right now, we are using paperless forms".


Formitize Provides Stellar Customer Service

Michael says, “Formitize Support and Customer Service teams are very responsive. The support and c`ustomer service teams are always very helpful.”

When asked to rate the overall Formitize Client Support (1=Very Poor, 10 = Amazing), Michael gave Formitize a “10.”


Why They Switched to Formitize

Michael says they were using a different software solution, namely Microsoft Excel and Fillable PDF, before he came across Formitize.

On his switch to Formitize. Michael says “we needed to merge two forms into one and they needed to be able to be completed on multiple types of interfaces. Formitize enables us to do that.”

When asked, on a Scale on 1 to 10, how likely he was to recommend Formitize to a friend or Colleague, (1 = Not Likely – 10 = Very Likely), Michael gave us a 10.



Michael’s Testimonial

Michael says, “Formitize is a great company to work with, they’re quick to understand your pain points in your current process and they show how they can assist.”



Find out how Formitize can help you boost your business