Services
Submit Decisions In Principle
Submit Full Mortgage Applications
Upload documents to lender websites
Chase clients for outstanding documentation
Chase solicitors for conveyancing updates post-offer
Update back office systems
Input Fact Find information from hand-written to online
Compliance file checks
Make update calls to clients
Prepare illustrations
Obtain updates on cases
Add notes to CRM systems
Chase pipeline business
Schedule appointments
Manage prospects
New client onboarding
Contact new leads
Customer service assistance
As a team, between us, we all have experience with different back office systems and mortgage networks.
Openwork and Stonebridge are the main networks we have multiple clients from. We also have some from MAB, PRIMIS, Pi Financial, LM10 Ltd, The Right Mortgage Ltd, The Right DA Club, 2Plan, TMG, Kings Mortgages. We are always keen to work with more though, and always welcome Directly Authorised firms too.
So far, we have experience with using Revolution, OWS, ConcertHub, MIDAS, Smartr365, 360dotnet, Acre, XPlan, The Key, Toolbox, OMS, Zoho, Trello, Pipedrive and many more.
However, we are always learning new systems, so if you use one that is not listed above, it doesn’t phase us to learn a new one!