Broker Portal

Designed with the intermediaries in mind the broker portal sits on top of the lenders platforms and allows the broker to process applications, including the following functionality;

• Data Capture
• Product Search
• DIP
• Case Tracking
• Document Upload
• Produce ESIS Illustration
• Carry out affordability calculations
• Secure messaging
• Dashboard of the position on every case
• Pipeline management
• Notifications and Commissions due

The platform is fully MCOB compliant and supports multiple third party interfaces including

• CRAs
• Valuations
• Address Look Up
• Bank Wizard

The portal, leveraging capability within the Apprivo² framework can call upon various modules including;

• Forms (data capture)
• Document Storage
• Doc Production
• Products Engine
• Rules Engine

Find out about how we have implemented this for Paragon, Landbay, Lendco and Gatehouse, amongst others.