Mortgage Support Network’s core objective of saving intermediary time and effort led to the design and implementation of bespoke software system “Mortgage Advisor”. This end-to-end system supports the complete sales process and integrates with all major mortgage, life and GI sourcing tools across the market.
Mortgage Advisor software enables user to:
- • Operate on/off-line.
- • Collect data (Fact Find) which can be input at the point of sale or at a later date.
- • Utilise keyed in data to automatically populate the supporting software/systems via Trigold, Webline, Paymentshield and NU.
- • Substantially reduce the time taken for re-keying common data e.g. name, address, DoB, property details, etc. by automatically populating supporting software.
- • Automatically save back sourcing results, filters and illustrations / KFIs to the Mortgage Advisor Client's case file.
- • Save back mortgage Reason Why letters and GI Demands & Needs statements to Mortgage Advisor Client's case file.
- • Send the Mortgage Advisor Client's case file electronically to Mortgage Support Network.

