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focus:360° mortgage distribution

focus:360° mortgage distribution

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

  • deliver an electronic trading platform for multiple product channels
  • provide a consistent, compliant quality service regardless of adviser
  • manage client requirements across a range of products
  • scale advice services without increasing administrative overheads
  • integrate and link to a variety of ‘product provider’ systems
  • meet new training and competency standards

benefits

focus:360° mortgage distribution assists mortgage networks, building societies, banks and estate agents with implementing an end to end mortgage sales process that eliminates administrative burden whilst ensuring compliance.

With our mortgage software you will benefit from:

  • increased adviser productivity
  • faster turn-around of cases
  • ongoing professional development for advisers
  • increased up and cross selling of products & services
  • a regulatory compliant sales process
  • improved operational efficiency

functionality

focus:360° mortgage distribution provides a breadth of functionality encompassing point of sale, sales support and back office. Our mortgage software can be configured to support a call-centre operation or face to face advice and is available both online and offline.

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