Intelligent Office enables mortgage brokers unrivalled
functionality to reduce infrastructure costs.
Intelligent Office (iO) is web-based mortgage broker software packed full of features to help deliver compliant advice to mortgage professionals.
Using our ‘best of breed’ philosophy, Intelligent Office integrates with a number of top, third-party sourcing partners and quote portals including MortgageBrain, Trigold and iPipeline (Assureweb).
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.
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