How can we help your business?
360 Dotnet makes it easier to find the exact policy advisers and clients are looking for with integrated sourcing systems for mortgages, protection and GI. Through our integrations it is easier for advisers to submit applications. This process will also keep notifications coming into 360 Lifecycle to update advisers and admin staff on the status of their application.
In 2021 we made this even more effortless by enhancing our integration allowing the communication of data to move freely from our FactFind making the process smoother than it has ever been. This in turn will help advisers to source and secure mortgages quicker and easier than before. |
Did you know? |
Our Client Portal, with over 125,000 users, allows advisers and their clients to interact securely. |
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Over 6,000 users with over 2,000 brands across nationals, networks and small brokerages. |
Our FactFind integrates with our sourcing partners saving advisers 45 to 90 minutes of data entry per sales process |
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360 Lifecycle also offers Task Management, MI & Reporting, Marketing, Accounts and more |
Who are we?
360 Dotnet's complete end to end practice management system, 360 Lifecycle, has powerful client engagement tools that streamline processes for financial advisers and their clients. We provide everything you need to run a successful business in this technology driven time. |
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360 Dotnet, Unit 18B, East Link, Meridian Business Park, Leicester, LE19 1XW Registered Number 4631133 |
Marketing communication by 360 Dotnet |
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