Intelligent Office for Mortgage Professionals

Intelligent Office for Mortgage Professionals is a fully integrated, end-to-end web-based system, providing full, front, middle and back office functionality specifically aimed at the mortgage market.

The system is uniquely positioned within the UK Financial Services market to deliver a robust, scalable and flexible system. This allows a wide spectrum of financial professionals to successfully follow their strategies for improvements and expansion taking into RDR and TCF etc.

Mortgage brokerages will be able to approach the future with confidence, knowing that their systems are capable of coping with the fast changing and, at times, unpredictable landscape that make up the current financial services marketplace.

Functionally Rich

The Intelligent Office system has a huge range of features relevant to POS, Front Office, Middle Office and Back Office technology either in a single solution framework or on a modular basis. Some of the functionality and benefits include:

Fact Find Client Management Management Information Document Management Commissions Management

Sourcing solutions Workflow Lead Management Suitability Letters Business processing

Risk-based File Checking Tasks/Diaries Assureweb Integration The Exchange Integration

Benefits to You

Centralised Service

As Intelligent Office is centrally hosted, with all users accessing the same secure enterprise solution, the system can provide a truly centralised service for all members of an advisory firm or group. This ensures that all users are always working from the same live information, regardless of location.

This system ensures that the security of your client data is given the highest possible priority. This is particularly important given the high priority this is given by the FSA and the level of fines that have been imposed for breaches of data security over the last two or three years.

Reduced Total Cost of Ownership

By using a SaaS based model, Intelligent Office for Mortgage Professionals avoids the traditional costs of hardware, IT maintenance, additional software licences (e.g. database) and support. These have been shown by Gartner Group to annually cost as much as 6 times the cost of the underlying software itself.

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Useful Documents

• Commissions
• Data Storage
• Making e-protection easier
• Infrastructure & Security