When it comes to the technology you need to help your business reach its full potential, we offer flexibility with how you operate. Our core systems are XPlan Mortgages and Intelliflo as these are the preferred systems of our current members. However, we can be flexible if we can meet our requirements regarding having sufficient control over your activities and you fully utilising our file-sharing software. We also use Dynamic Planner to assist you with efficient client profiling, cash flow, client review process and recommendation.
If you’re interested in our proposition call 0203 745 5893 for a no obligation chat. Or fill in the enquiry form and we’ll get in touch with you.
or call us on: 0203 745 5893
