Mortgage Advisers

In today’s market, an effective IT solution is a vital component of any business strategy. FinPlan delivers benefits at every stage of the business processing cycle.

Using FinPlan’s Workflow system you will never forget an action or review date so that new business opportunities are maximised. The Adviser Process will guide you through the key stages to ensure that you operate effectively and compliantly. FinPlan provides real time saving by reducing the repetitive keying normally associated with Factfinds, form filling, quotes and applications. Enter the client’s details once to FinPlan and they can be reused in your quotes, applications and will populate the documents you need to generate.

You can scan and attach any document, PDF or spreadsheet and FinPlan’s integrated Document Management system ensures that you have complete and accurate records that are immediately available.

Powerful reporting will make sure that you are always aware of pending reviews and key business figures on-which you can base effective decisions.

For further details of the powerful benefits for Mortgage Advisers, please review our Key Features or contact a member of the Sales Team on 0845 226 0740 for further details.