IT/IS Solutions for Mortgage Brokerage firms and IFA's

The trend being adopted by an increasing number of SME sized Mortgage Brokerage firms and IFA’s has been to enhance and upgrade their existing systems to meet, what for many, has been a period of very rapid growth. Whether this growth has been organic or by acquisition, many organisations have simply outgrown the capacity of their existing systems and software. To those Mortgage brokerage firms that deal with customers and increasingly to those that have attention to detail and value for money customer service - with modern efficiency and communications, the greatest barrier lies in finding the right Advice, Support and Cost effective IT/IS Solutions.

With changes in regulations on 31st October 2004, by the FSA taking over the regulation of most mortgage sales, the new regime makes it compulsory for your system, communication, process and data storage complies with 100% accuracy.
The strong factor driving and influencing the customer’s choice for any lender is the Mortgage advisor as per the survey conducted by the Council of Mortgage Lenders on “What do the borrowers make of the Mortgage market?” (Jennet Siebrits, Senior Economist, CML and James Tatch, Senior Statistician, CML).

The above survey results only serves to highlight the trust and faith any customer has in the expertise of the Mortgage Advisor. For any Mortgage brokerage firm, this ascertains further the need to stand out visibly and prominently from the crowd of hundreds of other similar firms and gain the competitive edge.