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Perfect solution
for networks
The unified platform
We have range of solutions for Mortgage & Protection networks. Our platform is super robust and able to provide industrial scale performance. Some of the exquisite services you can offer your members:
Mortgage Sourcing system
Not only standard mortgages, but you can offer Bridging & Commercial product sourcing
Protection sourcing
Using AsuredWeb product data - you will be able to offer automated protection sourcing, with automated reasons why letter/ suitability letter generation. Once selected then apply directly to the provider without the need of double data entry
Robust back office system
State-of-the-art back office system with client portal, introducer portal, adviser portal seamlessly connected
Compliance report with adviser grading
Active member monitoring
Onboarding
Automated seamless adviser onboarding system - as a premium feature
Automated compliance monitoring
Automated compliance monitoring refers to the use of technology to monitor and enforce compliance with regulatory requirements and internal policies. This approach can help organizations identify and address potential compliance issues in a more efficient and effective manner, reducing the risk of costly fines and reputational damage
Sourcing performance analytics
Sourcing performance analytics involves analyzing data related to the sourcing process to evaluate supplier performance and identify areas for improvement. This can help organizations optimize their procurement strategy, reduce costs, and enhance supplier relationships. By leveraging data-driven insights, sourcing teams can make more informed decisions and drive greater value for the organization
Member adviser real time automated monitoring
Member adviser real-time automated monitoring refers to the use of technology to monitor and analyze data related to member interactions with financial advisers. This approach can help financial institutions detect potential compliance issues, ensure adherence to regulatory requirements, and provide personalized support to members in real-time. By leveraging automation and data analytics, member advisers can better serve their clients and mitigate risks for their organization
Decentralised data storage
Ensuring data is secured and can not be destructed - using “Block-chain”
Credit report backed
Client can authorise adviser to do their credit report - Using TransUnion data - and then use accurate credit data to conduct mortgage assessment
T&C
Full Training & Competency module to keep records in the same platform