Our new business management broker software automates your loan and mortgage process, offers clear financial projections and supports your regulatory compliance.
Our multi-product system allows you to manage all your products in one place. We support residential mortgages, secured loans, commercial mortgages and bridging finance.
Having a complete picture of every application is critical for your business, our built in workflow tool will efficiently route your applications to relevant departments and users. This ensures you have complete awareness of every application.
Our end to end system has task management built in to help manage your workload.
Managing your cash flow is central to your business, that’s why our commission tracker details all monies in and out of any individual case. You can assign any due dates and dates received to help manage your cash flow.
We enable you to manage all your introducers in one place and provide reports on case progress and commissions. There is built in capability to produce marketing campaigns and mailshots and tracking their effectiveness against your incoming applications.
We provide you with a complete date and time stamped audit trail of all your correspondence, notes and tasks, whilst ensuring full system and user security.