CRM is the combined products incorporating all modules and it typically used in the Estate Agents office who also provides and mortgage and life assurance services.
BrokerCRM Property is designed for the property professional that requires the most advanced software available in the industry in one easy to operate package.
BrokerCRM Mortgages provides all of the mortgage features including mortgage calculator combined with life, pension and investment functionality.
Financial CRM is the product designed for life, pensions and investment advisors, built with strong compliance functionality. This product also includes some limited general insurance functionality.
PDA allows BrokerCRM clients to synchronise their client base with this unique PDA facility that permits them to see their clients, products, tasks and diary when on the move.
Trusted AdvisorLink reduces substantially the administration involved for both the Broker and the Lender and of course provides a faster more efficient service to the client.
