Intelligent Office for Mortgage Professionals is designed with special features to help mortgage advisers and organisations work efficiently and compliantly. Additional tools to improve opportunities and income have shown Mortgage Professionals increase the number of cases written by 250%.

The benefits of using Intelligent Office have been enormous to our current user base. With the following features our clients have moved their businesses into the 21st Century.

What does our solution offer?

• Case Tracking and Workflow
• Commission, Client & Proc Fee Tracking
• Opportunity Management
• Lead Management
• Document Management
• Zero Hardware Required
• Multiple Branch Access As Standard
• Commission Automation
• Compliance Automation

• Client Needs Analysis
• Task Management Between Colleagues Regardless of Office
• Location All Recorded Against Plans
• Management Information & Reports, including KPI’s
  
  Plus lots more...