Business Principal
The mortgage advice landscape is complex. Large or small, your business is faced with meeting ever-changing mortgage regulations. Failing to be compliant can cost you dearly. Add to that the fact your customers now expect to engage with you through multiple channels digitally as well as face-to-face. For a business principal remaining efficient and competitive while nurturing new business and managing existing clients has never been more challenging. You need flexibility, you need technology.
How we can help
Time is money. Your business profitability relies on efficiency. Today’s mortgage market with relentless product changes and increasingly complex customer cases to place means you need to let technology take the strain. Maybe you agree that technology will help but you’re worried about your overheads. But imagine your business with mortgage solutions that make all your processes quicker and more streamlined. You’re buying back time that can be better spent giving customers an excellent mortgage experience.
All our solutions, from client management to mortgage sourcing and submission have efficiency and time-saving built in. They benefit your business, your administrators, and your advisers. We’re real people, with decades of experience digitalising the mortgage market. Let us guide you through the process and explain the benefits to you?
Products for Business Principals
CRM Brain
Your ultimate mortgage management solution
- A true SasS system
- Client Portal
- Built by industry experts
Sourcing Brain
Online product sourcing
- Free Hometrack AVM integration
- Research multiple scenarios
- Powerful integrations
Criteria Brain
Save time on complex cases
- Search six criteria at a time
- Data verified by lenders
- Search over 75,000 criteria
Affordability Brain
Speedy affordability sourcing
- Submit to over 35 lenders simultaneously
- Amend and re-run searches
- Automatic audit trails
Submissions Brain
Multi-lender submissions gateway
- Submit DIPS to seven lenders in a single journey
- Use standalone or integrated
- Reduce rekeying
Web Brain
Engaging website plug-ins
- Increase website engagement
- Generate leads
- Plug-ins automatically update
Insights
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