intelligent office - mortgage adviser software
DESCRIPTION
We help the financial services community thrive in an ever-changing market by making their operations more professional and profitable. We do this through continually developing our best-in-class, web-based business management system to help our clients compete and win. Built specifically for the UK market, our IT expertise coupled with years of experience of the UK financial services sector ensures our system offers an unparalleled degree of specialism for our clients. Intelligent Office offers fully secure end-to-end sales and compliance software for mortgage and protection advisers. Using our software enables firms to become lean and efficient, manage their business risks and build a better business.TRANSCRIPT
Transform and grow your business
Become lean and efficient
Manage the risks
Build a better business
Intelligent Office capabilities
Only two mandatory fields to input
Configurable fact find with rules
120 MI reports
No need to change systems should adviser expand into Pensions and Investments
Lead licences suitable for new build sites and estate agents
Configurable adviser and client dashboards
Carry out Skype interviews
Integrates with Outlook
