Features

What 360 Lifecycle can do for you

Our capabilities, features and integrations support mortgage and insurance advisers, to grow their business using our CRM, 360 Lifecycle.

Capabilities

Features

Integrations

Pipeline
Management

  • Diary
  • Lead management
  • Case overview
  • CRM

Clıent
Engagement

  • Client Portal action requests
  • Client Portal messaging
  • Email tracking
  • Templates
  • SMS
  • Client FactFind
  • CRM
  • Web based client functionality

Advice
journey

  • Client FactFind
  • CRM
  • Built in mortgage sourcing
  • Useful links

Full
advice

  • Provide multiple product advice
  • Cross selling opportunities
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FactFind and
submission

  • Direct applications
  • One click apply

Business
retention

  • Sales progression
  • Automated notifications
  • In built marketing tool
  • Automatic reviews
  • Client portfolio records
  • Client Portal cross selling
  • GDPR portal

Business
insight

  • Reporting suite
  • Commission reconciliation
  • Business register

A few little extras

Other 360 Lifecycle features

A full end to end client facing FactFind solution for advisers.

Manage clients, appointments and create new opportunities.

Real time reporting, marketing capabilities and a workflow system.

Our portal allows advisers and clients to interact securely.

Easily administer commissions and organise payments.

A few little extras

Other 360 Lifecycle features

A full end to end client facing FactFind solution for advisers.

Manage clients, appointments and create new opportunities.

Real time reporting, marketing capabilities and a workflow system.

Our portal allows advisers and clients to interact securely.

Easily administer commissions and organise payments.

Empowering financial advice journeys

with 360 Lifecycle