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Back office and sourcing technology holding your company back?
| Having the right technology can be the difference to how your business performs and grows. Inputting the same data into different systems consumes significant time that is easily prevented if your mortgage CRM solution could seamlessly pass data to and from your mortgage, protection and GI sourcing platforms. |
| 360 Lifecycle's practice management CRM and online FactFind comes with fully integrated sourcing, ensuring that client(s) can be easily serviced with a mortgage, protection and GI products, with no rekeying of data. |
| "Our main criteria was to find a system that improved and automated the mortgage application process while streamlining the end-to-end functionally. 360 Dot Net was a clear winner as it offered a fully integrated client management system, allowing our consultants to interact with their clients' demands and needs when arranging and giving advice." |
| Simon Gammon, Managing Partner of Knight Frank Finance |
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8147 / 20.06.17
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