STAY IN CONTROL

Administration

Make administration easy with integrated communication and follow up, document management and case processing.

Share cases, clients and documents: easily between admins, advisers and clients.
Task Management: Facilitates creation and completion of tasks between advisers and administrators, enhancing workflow efficiency.
Comprehensive Audit Trail: Maintains detailed audit history of all platform activity, ensuring transparency and accountability.
Client-Centric: Promotes client engagement by involving them in the process, fostering better communication and trust.
Robust Reporting: Provides robust reporting capabilities, allowing for data-driven decision-making and performance analysis.
Testimonial
“Been working with them for a while and the system is excellent. Allows us to manage all aspects of the mortgage sales cycle and the team are constantly innovating with new features. Support are extremely responsive and helpful too.”
— Jordan Smith - Senior Mortgage & Protection Adviser, Capricorn Financial Consultancy
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