It all starts with the CRM

Is your crm at the heart of your business from where everything starts?

6,000+ Users icon

6,000+ Users

Supporting 20% of the market of DA and AR advisers.

Management Information icon

Client Engagement

Fully Brandable Portal and Client FactFind.

Management Information icon

Management Information

On Demand Business and Compliance reporting.

Integration Platform icon

Integration Platform

Sourcing for Mortgages, Protection and general Insurance.

Configurable icon

Configurable

Multitude of configuration options throughout the system.

Scalable & Secure icon

Scalable & Secure

Cloud hosted using industry best practices and penetration tests.

Your CRM should join up the dots of a disparate sales process and bridge those gaps from the initial opportunity through to fulfilling a successful client outcome. It should use engagement tools to allow clients to submit an initial FactFind, complete actions and share documentation in a secure online portal. More importantly, it should be scalable, secure and provide regular stable updates that enhances its value to you as a mortgage and protection intermediary.

360 Lifecycle is designed to do exactly what the three letters denote, Manage Client Relationships. It features a flexible FactFind, integrated sourcing and suitability letter within one seamless flow, reusing data and eliminating unnecessary rekeying of data. It then wraps CRM features such as MI, Marketing, GDPR permissions, TCF, Account processing and a host of other items to help your organisation.

Interested in finding out more?

Leave your details below and we will contact you about a free, no obligation demonstrationto see how 360 Lifecycle can help your organisation.

Alternative call us: 08456 592 360 or email: enquiries@360lifecycle.co.uk

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Keeping advisers ahead in a digital world