Although email is a great tool for external communications with clients, or receiving updates and information from banks and BDMs, it can become very inefficient and cluttered when used for day to day communications with your internal team.
At Affordable Staff, our Mortgage Broking Assistants are trained to assist their brokers in achieving Inbox Zero wherever possible. The simpler your email structure is, the easier it will be to manage. We have developed an email architecture and labeling system that supports brokers in reaching Inbox Zero more often – creating more clarity in incoming work tasks, and allowing effective prioritisation of those tasks based on what the broker deems important – rather than just what is ‘noisy’.
Banks and clients, along with the contacts you communicate with outside of your own organisation are really the only emails you should see when working through your inbox each day. There are many far more suitable options for daily communications – including cloud based chat facilities and other online solutions for creating efficient communications flows outside of your inbox.
Programs such as Slack can be customised to suit any business, and you can segment conversations based on subject matter or even permissions, so that only people you choose can see that conversation. There are plenty of other chat and video options available for team communications though, including Skype, Google Hangouts, Microsoft OfficeTeams, Trello, Zoom and Loom – just to name a few. I’m always here to help you build business efficiency through outsourcing. Please feel free to contact me if you would like more information.
This is Nadine from Affordable Staff, helping clients to engage the best global talent in an affordable way.