Intelligent Office – mortgage broker software for financial advisers

Intelligent Office enables mortgage brokers unrivalled functionality to reduce infrastructure costs.

Intelligent Office for mortgage brokers

Intelligent Office (iO) is web-based mortgage broker software packed full of features to help deliver MMR (Mortgage Market Review) compliant advice.

Using our ‘best of breed’ philosophy, Intelligent Office integrates with a number of top, third-party sourcing partners and quote portals including MortgageBrain, Trigold, Assureweb (iPipeline) and ExWeb.

The mortgage CRM system enhances your capability to compliantly handle execution only and advice-driven activity as well as monitor your complete business profile and pipeline, all new opportunities, mortgage and other ancillary products sold through to expected income and fees.

iO at a glance

  • Streamline administration processes to allow more client-facing ‘billable’ time
  • Source and store quotes from top mortgage and protection search engines
  • Improve application quality by automating affordability and interest rate shock evidence
  • Cut time spent on applications which fail lending criteria
  • Control record keeping and establish audit trails to ensure regulatory compliance
  • Mitigate risk through MI which consolidates your income pipeline and aggregates client data
iO Features

› Call Recording

› Client Management

› Compliance

› Document Designer

› DocuSign

› Document Management

› Fact Find

› Income

› Integrations

› Lead Management

› Management Information

› Personal Finance Portal

› Quotes

› SaleMove

› Social media and content marketing

› Task Management

› Workflow & Lifecycle Designer 

Why you can trust us and our software Intelligent Office

Intelligent Office is trusted by over 2,200 leading advisory firms and unlike some other IFA back office systems, your client data remains your property so you can access and download it whenever and wherever you like.

 

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Intellifo's market-leading practice management software helps financial advisers transform and grow their business

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