UK’s First Fully Integrated POS System For Mortgages and Protection

10 November 2015

360DotNet has launched the UK’s first fully integrated mortgage and protection Point of Sale (POS) system with full fact find facility, back office and portal functionality.

This revolutionary new version of The 360 Lifecycle system is already in use with lead customers HLP and other various DA firms and is the latest in a suite of products by 360DotNet, radically overhauling the way brokers communicate with their clients.

By integrating front and back office administration processes, 360Lifecycle delivers tangible efficiencies to brokers – helping them undertake product research, obtain quotes, and submit new business applications quickly and accurately in line with best practice. Clients will benefit from a sophisticated product recommendation experience.

“360Lifecycle is best of breed and will speed up processes, increase productivity and produce better packaged solutions and outcomes for clients”, says Carlos Thibaut.

“Furthermore, integrated data and systems will enable client-facing fact finds and budget planning. The portal is designed to keep clients fully engaged during the sales process as well as after.”

With investment in property set to be a beneficiary of new pension freedoms, a fully integrated mortgage and protection POS system allows advisers to maximise any increase in mortgage and protection sales with more reliable end-to-end processing.

360Lifecycle also has a logical user interface adapted specifically for Mortgage Market Review. This significantly speeds up the process between fact find and POS and removes all barriers to producing in-depth recommendations on the most appropriate mortgage and life cover products.

Protection quotations and new business capability will be supplied by iPipeline’s Assureweb portal, an industry leading quote-and-apply system for financial advisers which streamlines business processes by pre-populating the data. Twenty7Tech, developer of the most accurate mortgage sourcing technology available, will provide 360Lifecycle’s mortgage sourcing.

Carlos Thibaut said: “Previously there has been a disconnect between the sale of mortgage and protection products. However, the reality is that they are intrinsically linked, so it makes sense to offer brokers a system that provides best advice by both drawing on a comprehensive range of product and provider coverage, and maximizing the advantage of award-winning technology.”
Commenting on the partnership with Lifetime Group, Ian Teague, managing director, iPipeline UK said: “We are thrilled that iPipeline is the exclusive partner for protection quotes inside the 360Lifecycle CRM system. As a firm, our aim is to deliver better outcomes for advisers and clients, with innovative client-centric solutions that help streamline the sales process and drive straight through processing. 360Lifecycle ticks all our boxes”.

Nicky Mason

Technical Support

0845 6592360

360 DotNet, 18B Meridian Business Park, Leicester, LE19 1XW