360 Lifecycle perfectly complements Alexander Hall’s commitment to high calibre advisers providing suitable advice, supported by great technology. The 360 Dotnet team also share our passion for growth and we look forward to bringing the ideas on our roadmap to fruition.Alexander Hall
When you talk about 360 in line with Twenty7Tec, Uinsure and iPipeline all the systems are in one place, this really helps. 360 has also helped us with recruitment and it’s one of those things we don’t have to worry about now – it’s great!Daniel HobbsManaging Director at New Leaf
The experience over the past year has demonstrated the value a mortgage and insurance CRM delivers to today’s modern adviser. Whether face to face or remote it is essential advisers have a comprehensive data capturing tool which integrates with sourcing and criteria engines. It is more important than ever before that an adviser can access their data, identify opportunities to meet needs, and ultimately stay in touch with customers. 360 Dotnet provides this platform giving HL Partnership Adviser Firms the ability to create a loyal engaged client base, a great customer experience through accurate sourcing, and real efficiencies in their business as comprehensive integrations allow the easy movement of data. 360 Dotnet is a platform that has the modern day HLP advisers at its core.Shaun AlmondManaging Director at HLP
As a firm we are advocates of 360 Lifecycle and embrace its features to help support our business partners. Built by intermediaries for intermediaries it knows exactly what is required to run a successful financial services business. From MI to marketing, it exposes the opportunities at our finger-tips and gives us the tools to maximise an opportunity.Steve FryettManaging Director at Lifetime Connect
We are pleased to sign a new agreement with 360 Dotnet to ensure continuity for our mortgage adviser team. We have utilised the new features introduced to the business to make our mortgage journey as seamless as possible.Kevin BlountHead of Operations at Clever Mortgages
“Every time I speak to an adviser they are extremely helpful, friendly & knowledgeable.”
“We are new to 360 and the support desk has been extremely helpful for us.”
“I have been using 360 since January and found the system very easy to use, the clients love the portal and the security it gives them for sharing their personal documents.
Since using 360 I have been able to organise my workload and contacts more effectively and manage customer expectations in a more professional, efficient and streamlined process. Clients have been more responsive, to sending documents and communicating through the portal.
As a result my client bank and mortgage business and protection has increased tremendously since January.
The training given at the start, and ongoing by the team has been brilliant and very supportive, highlighting features to make our lives easier. They also take on board suggestions of how things can be adapted to help us going forward. I would highly recommend 360 as a comprehensive software to compliment advisers’ businesses.”
Sharon Kennedy, Premier Mortgages
“My only regret is that I didn’t implement 360 Lifecycle into our business earlier!”
“We started to use 360 Lifecycle in March, after trialling a number of sourcing and CRM systems, and can honestly say 360 is far and away the best we have found. Since using 360 we have drastically cut down the time taken to compliantly record a sale and sale file; our protection sales have increased considerably also.
To have the adviser diary, factfind, mortgage sourcing, protection sourcing, back office, compliance and commission / adviser payments on one platform is such a breath of fresh air compared to the numerous disjointed systems we were using previously.
I can also say that the support team are the best and most responsive software help desk that I have dealt with, call them with a problem, or something that you need explaining, and invariably they resolve the issue there and then.
My only regret is that I didn’t implement 360 Lifecycle into our business earlier!”
Sam Clarke, CSC Financial
“It is constantly being improved on the perfection it already delivers.”
“I have been using 360 since my inception with SimplyBiz, the system is brilliant, I run my whole company through it. From client management to factfinds and Gabriel reporting.
I can honestly say there is not another system that comes remotely close to this one. It is constantly being improved on the perfection it already delivers.”
Peter Simpson, MME FS
“Making reports on 360 couldn’t be easier as performance explorer is fantastic.”
“Our Account Manager David is brilliant! He doesn’t just tell us everything 360 can do for our business, he looks to understand our business first and then helps adapt 360 to suit our needs. This is an incredibly personable service. Making reports on 360 couldn’t be easier as performance explorer is fantastic. Every piece of data you need is all in one place, with the ability to add/remove columns and filters, certainly very handy!”
Ellis Clapp, Case Manager, Key Solutions
“I can confidently recommend 360 Dotnet to all my peers across the industry. The 360 Support Team are very knowledgeable, totally customer focused, respond positively and meet all our business needs. Nothing is ever too much trouble.”
Stephen Potter, IT Solutions and Services Manager, Key Solutions
“We can help shape 360 to be the number one choice for Mortgage Brokers”
“Having taken the decision to on board with a new CRM system and after much investigation, we decided 360 Dotnet was the right fit for our business. We have now been running for nine months and of course there are always differences of opinion.
No one system answers all your requirements but with 360’s excellent Support Team and Development Managers we are confident we can grow our business. In turn we can help shape 360 to be the number one choice for Mortgage Brokers.”
City Mortgage Solutions
“We can help shape 360 to be the number one choice for Mortgage Brokers”
“Data Migration – the most stressful and challenging aspect of the whole project, went as originally planned. All our old data was migrated without any problems, along with the notes, documents, products etc. This was our top priority.
Our 360 Account Managers took care of the whole process: from initial planning, implementation, bespoke system design, data transfer and the training of my Advisers and Administrators.
Our Account Managers have worked so hard with us. We got an answer to every email and phone call. They ensured everything went smoothly and the project was completed on time.
Now, having been live on 360 Dotnet for the past two months, we are happy that we have decided to put our trust in them.”
“We have gone live with the best possible CRM system for our brokers, introducers and business.”
“After a lot of research and reviews this month we have gone live with the best possible CRM system for our brokers, introducers and business.
360 Lifecycle gives us complete control over our opportunity management, case progression and overall communication. This is going to make a huge difference to our business and customer experience.
The Account Managers have been fantastic, helping us at every stage of the process and rounded this off with two days of training where they rolled this out to our teams.”
Adrian Whitten at Balgores
“I am new to 360 Lifecycle and I have appreciated the help the team have provided.”
“Everybody I have spoken to within the 360 Support Team have been excellent.”
Read our latest testimonial from Cooper Associates
“We anticipate being able to work 50% smarter and 360 are at the core of that.”
Sara KirkbrideCustomer Experience Administrator, Key Solutions
“360 makes our lives easier and better.”
“Thank you to all of the Technical Support Team who always offer a first rate service.”
“The Support Team answer promptly, they are polite, and nothing seems too much trouble, and my issues have been rectified speedily.”
“I have been blown away by the service as a new user.”
“I am very happy with the service I receive from the Support Team.”
“Very helpful and understanding, excellent experience.”
“I have called the Support Team a few times because I am a relatively new user. Every time the help I have received has been excellent - I can’t think of anything they could do better.”
“Everyone always knows everything that you don't… rather impressive really!”
“Very helpful Support Team, sorted out my problem quickly and efficiently.”
“The Support Team are excellent - and very friendly.”
AMG Financial Solutions
“AMG have used 360 Dotnet from June 2018, we estimate we are saving around an hour in administration time per case. The technology makes our lives much easier.”
“The helpdesk are always polite and helpful no matter what the query.”