The tool, aimed at individuals, firms and networks, pulls in real-time information online and can be clipped on to both TrigoldCrystal and Mortgage Brain’s sourcing engines to avoid re-keying information.
Protection quotes can also be drawn back into the system from Platforms The Exchange and Assureweb and set up as part of the workflow creating a set of tasks, said Intelliflo.
The tool also offers a lead area for new business prospects to be added individually and in bulk, or by third parties.
Nick Eatock, IntelliFlo’s chief executive officer, said: “This new offering to mortgage professionals is the culmination of months of hard work and significant research and system investment. This saves time and money and allows advisers to focus on their clients, not on repetitive and time consuming administrative tasks.”
Jamie Coats, sales director at Intelliflo said the provider has 9000 existing users of IntelliFlo primarily in the wealth manager space.
“Although many do mortgages, we wanted to offer its benefit to those in the mortgage industry so we tailored the solution and invested in better mortgage functionality and integrations,” he said.
