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focus:360° mortgage distribution

focus:360° mortgage distribution

what is it?

focus:360° mortgage distribution is a flexible end to end mortgage point of sale solution covering mortgages, protection and general insurance products. Our mortgage point of sale software enables you to automate the administrative processes associated with delivering advice to your clients and solves issues such as how to:

  • increase the volume of cross, up and repeat sell opportunities
  • service clients across a range of products
  • reduce administrative overheads
  • provide a consistent, compliant quality service regardless of adviser 
  • demonstrate competency across all advisers
     

useful links

downloads

 focus:360° mortgage distribution brochure

focus:360° mortgage distribution brochure

 download focus:360° wealth management brochure

 

 

benefits

focus:360°mortgage distribution provides you with an end to end mortgage point of sale process, from lead management through to remuneration, that supports your team with generating new business opportunities, eliminates administrative burden and ensures compliance.

With our mortgage point of sale software you will benefit from:

  • increased adviser productivity 
  • the ability to demonstrate a regulatory compliant sales process 
  • increased up and cross selling of products and services
  • integrations with leading third party systems 
  • support for all major types of mortgage lending
  • reduced ongoing cost of ownership of mortgage point of sale software
  • reduced IT costs through streamlined IT architecture and rationalisation of disparate systems
  • enhanced image and reputation

functionality

focus:360° mortgage distribution provides a breadth of functionality encompassing mortgage point of sale, sales support and back office. Our mortgage point of sale software can be configured to support a call-centre operation or face to face advice and is available both online and offline. It enables mortgage networks, building societies, bank and estate agents to increase the number of sales opportunities and spend more time with clients whilst ensuring a consistent and compliant process.

summary

  •     lead and diary management functionality
  •     case and client management 
  •     agenda setting life event map 
  •     dynamic and configurable fact find 
  •     graphic needs analysis and sales aids 
  •     highly configurable suitability reporting tool 
  •     new business application forms and tracking 
  •     compliance audit trail    
  •     integrated training and competency module 
  •     commission re-conciliation module