We stay loyal to our mission statement; ‘keeping advisers ahead in the digital world’ with our ambitious roadmap we have planned for 2019 and for the foreseeable future.
360 recognises the pain and friction points in the mortgage advice process and effectively joins the dots together to solve the inefficiency caused by interacting with individual systems. 360 Lifecycle is the software solution providing a front and back office system, an online Factfind with fully integrated mortgage, protection and GI sourcing and client-facing Factfind and portal.
As thought-leaders in the industry, 360 have redefined processes by incorporating client engagement features within the process, helping to establish a level of commitment early in the process.
360 Lifecycle’s client-facing Factfind enables clients to provide the standard data in an easy to use format. The Client Factfind provides significant time-savings, saving anywhere between 45 – 90 minutes of data entry for advisers, and eliminating numerous unnecessary meetings to discuss, arrange and organise personal data. We know that clients value the ability to engage with their sales process with over 17600 client Factfinds completed online and returned to advisers.
All actions required from clients throughout the sales process can be fulfilled with 360’s innovative Client Portal which helps to establish new levels of engagement. The Client Portal is a fully-audited, digital communications tool for advisers and clients to engage with the sales process. The portal provides a secure repository to send and receive documentation whilst also providing instant messaging capabilities to enhance client and adviser relationships, whilst being an effective communications tool.
As a further commitment to enhancing client relationships, 360 Lifecycle also incorporates TCF functionality.
As we edge towards the end of this year, 360 Lifecycle is used by 20% of the mortgage market with over 7,000 advisers including major accounts such as HLP, Knight Frank, Lifetime Group, New Leaf Intrinsic and Alexander hall.
We prize our success on our regular product enhancements which are driven by new feature requests from existing clients and new technology opportunities. One example of this has led to further enhancements to our Factfind with the ability to configure, define and order sections and questions, whilst still ensuring that all mandatory compliance sections are included. This provides intermediaries with the flexibility to configure their own Factfind and structure their service
Simon Gammon, Knight Frank Finance: “When we started the process of choosing a new system to implement at Knight Frank Finance, our main criteria was to find a system that improved and automated the mortgage application process while streamlining the end-to-end functionally. 360 Dot Net was a clear winner.”