LEADS

Lead management

Assign or reassign leads/cases to advisors manually or automatically

API integration with lead sources

Introducers

Referred business

Clone leads/cases (no need to re-key)

GDPR redaction of leads

Request Credit Report - At the click of a button

Callback request - Never forget to call a lead back again

Debt Consolidation Calculations - Automatically work of the cost of debt consolidation within a remortgage

Lead Status tracker e.g. New Lead, Fact Find taken, Product Placed, Quoted etc

FACT FIND

Full indepth Fact Find with hard and soft questions (KYC compliant)

Broker Fee (auto calculated)

CASES

NTU Cases

Lock/Unlock cases - Full visibility of who has unlocked a case

Case Notes

Callback request - Never forget to call a client back again

Case Status tracker e.g. Offered, In Progress, Completion Date Set etc 

ADMIN

Scan & Attach documents to cases

Fee reduction requests

Request a Review - At the click of a button

BACKEND ADMIN MANAGEMENT

Add & Remove users

Manage Roles of users e.g. advisors, admin, managers, compliance & directors

Configurable emails & text messages to clients & users

Manage solicitors you use

Manage will companies you use

Manage broker fee calculations

Manage lead sources

Manage introducers

Manage referred business partners

CPD overview of all users

Export Income figures to an excel file for you own needs e.g. commission

CLIENT LOGIN

Client can view their MROS, DNS & Fact Find online

All date & time stamped once read by client

INCOME REPORTING

Record all income received:

Broker Fees

Procuration Fees

Solicitor Referral Fees

Will Referral Fees

Protection Income

ASU Income

B&C Income

Add income manually e.g. not from a case in the system

Record Clawbacks

REPORTS

Income:

Income in Progress, Written, Income Received

Mortgage:

Lenders spread, Loan Type, Scheme Term, Scheme Type, Repayment Method, Loan to Value, Lending Totals

Protection:

Life Providers, Wills Sold, Policy Types, Total Clawbacks, Case sold with or without Protection, Persistency Rate

Compliance:

Red Lines, Amount of debt consolidated per case, Old & New mortgage terms (remortgage only), Advice at Initial & Final Audits (Suitable, Unsuitable or Unclear), Debt to Mortgage Average Percentage, Cases with or without Debt Consolidation

Sales:

General Stats e.g. total leads, Sales ratio (leads vs cases sold), Business Type (new or existing), Meeting Type (Face to face or phone), Broker fee reduced, solicitors used, introducers, referred business, wills sold, Lead sources

COMPLIANCE

MROS - Pre-built with dropdown selections and fully compliant

DNS - Pre-built with dropdown selections and fully compliant

Issue suitability reports (MROS & DNS) & Fact Find to your client via email at the click of a button

Coming soon - Smart Search - Verify client ID electronically *extra cost per search

Initial & Final Case Audits

Task Tracker - Assign tasks to users

CPDs - All users can have a CPD

Red Line Requests - For higher risk cases e.g. residential interest only, repaying an ERC etc