You are here: Home - News -

New Leaf adds Open Banking-ready 360 Lifecycle software with client-facing front-end

  • 20/10/2017
  • 0
New Leaf adds Open Banking-ready 360 Lifecycle software with client-facing front-end
New Leaf Distribution has introduced the 360 Lifestyle technology package for its 200 members.

The software includes two client-facing portals which brokers can send to customers to fill in their details and fact finds when convenient.

The system from 360 Dot Net is application programming interface (API) ready to link directly with lenders and can connect with 27Tech’s MortgageApply software.

It will also allow for Open Banking integration to retrieve client data when completing fact finds.


78% completion

360 Dot Net business development director Mark Dryden told Mortgage Solutions that the client fact find portal had been a great success with customers already.

“Of the 20,000 client fact finds we’ve sent out to customers, 78% have been returned completed,” he said.

“And this isn’t based around one demographic. While 25- to 34-year-olds have the best response rate, 55- to 64-year-olds have the second highest response rate.

“Combined with the initial client data portal, this can save advisers up to an hour and a half per customer,” he added.

The system also includes the 360 Accounts package.


Digital client engagement

New Leaf Distribution managing director Mark Hobbs said the tie-in with 360 Dot Net recognised that client engagement was key for advisers to embrace into the future.

“Client engagement is a must-have to bring the client closer to the process and effectively save the adviser time,” he added.

Carlos Thibaut, CEO of 360DotNet, said the features aimed to reduce the unnecessary pain in the advised mortgage process and to reduce the processing time.

“Next year will see Open Banking integration permissively extract bank account information and bring that into the FactFind, ID verification and credit reports to enhance the Know-Your-Customer gathering, and MortgageApply functionality to easily push applications directly to lenders,” he said.

There are 0 Comment(s)

You may also be interested in

Business Skills

In this section, we offer short ‘how to’ guides on harder to crack areas of business. From social media, to regulation or niche product areas, we cover it all.


Our journalists interview key industry entrepreneurs, strategists and commentators for day-to-day market insight and a strategic view of where the industry is heading. We offer lessons for success and explore the opportunities for your business

Success in Practice

Here, we share case studies fleshing out best practice to help you decide what could work for your business. Take a look at how others approached complex tasks like launching a new mortgage lender, advising on a new product area or deciding to specialise in another. Learn from others mistakes and triumphs.


Each week, we ask top mortgage and property commentators with a unique perspective to examine a key news headline, market move or regulatory or political issue.


Vote in our weekly poll here. It’s your chance to tell us what you think and be heard on the top news stories of the week. Review our archive to find out what your industry really thinks and all our coverage of the results.

Top Comments

Be part of the conversation on Mortgage Solutions. We want to hear from you. We have a tool called Disqus to tell us which stories get the most comments each week. Every Friday, the team picks the most thoughtful or opinionated contributions from our readers to enjoy again. Don’t forget to share your favourite stories from the site on social media to keep the conversation going.
  • RT @robjupp: Great day yesterday for donations to @MortSleepOut. With Gift Aid, we are now close to £17,000. It would be great to get to £2…

Read previous post:
Fleet cuts rates and fees in search of lending growth

Fleet Mortgages is ready to 'up its buy-to-let lending activity' and has cut rates and fees on fixed-term mortgages across...