Broker CRM. Software for Brokers and Financial Services Advisors.

Data Protection Consent Records
Source of Business
Terms of Business
Fact Finds (Financial, Mortgage and Combined)
Research tools; Needs analysis, quotations and reports for pensions, and protection products. Protection product quotations, mortgage ourcing, quotations and lender specific affordability calculations. Personal budgeting, affordability calculators and tax calculations.
Loan Consolidation Report
Product Library
Tasks, Logs and Reviews.
Complaints management

For more information call +353 65 68 49675 or mail info@brokercrm.com