How It Works
Sora is an easy to use software that helps you visualize, analyze, and act to optimize your client's debt.
Step 1:
Sign up for Sora
Become a part of the Sora Finance family. Signing up is straightforward - provide your professional details, choose a suitable pricing package, and create your account. Welcome to the future of financial advisory.
Step 2:
Onboard Your Clients
With our user-friendly onboarding system, getting started with your clients has never been easier. Securely import your clients' financial information into the system to gain a comprehensive view of their debt portfolio. Empower yourself with information at your fingertips.
Step 3:
Optimize
Use our advanced analytics and recommendations to develop tailored strategies for each client. Navigate through their debt landscape, identifying areas for potential savings, and devise an optimized debt management plan. Bring your financial advisory to the next level.
Step 4:
Report
Keep your clients informed and involved. Generate intuitive, user-friendly reports detailing their financial status and the progress you're making together. Demonstrate your value with clear, concise, and professional reports.
Step 5:
Execute
It's time to make a real impact. Leverage our integrated platform to execute new or refinance loan offers and unlock significant savings for your clients. Watch as your advisory transforms their financial life, fostering stronger client relationships and enhancing your reputation.
Step 6:
Always On
Add new clients and continue steps 3 through 5 for all of your clients. Sora's software will continuously deliver insights, reports, and recommendations to help your client's grow their net worth and achieve their financial goals.
