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Broker Portal BEP Systems Limited

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 ParagonLandbay, Lendco and Gatehouse, amongst others.

 

 

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