Our technology provides everything a mortgage advisor needs to both run their business and deliver exceptional advice to their clients – from product sourcing, to CRM, application submission, and a comprehensive digital marketing platform.
FINPLAN Home is our practice management and CRM solution for mortgage advisers, providing a comprehensive platform for the provision of financial advice for mortgages and protection.
What does FINPLAN Home do?
- FINPLAN Home provides a customisable workflow that allows tailored fact-find screens to be configured within the system for each advice process, enabling a firm to build a unique fact-find across both mortgages and protection.
- With third-party integrations covering all aspects of the advice process, from mortgage sourcing and application to protection quotations across life and GI, FINPLAN Home supports advisers in delivering both appropriate advice and accurate information.
- FINPLAN Home has at its heart our unique income-matching capability, enabling access to accurate and up-to-the-minute management information, and tracking of financial KPIs.
- By providing fully customisable workflows, advice businesses can configure FINPLAN Home to match the process they follow when delivering advice.
- Accurate fact-find records linked to advice outcomes are stored in FINPLAN Home, enabling you to evidence and target better client outcomes to meet your obligations under Consumer Duty.
- The unique income matching capability in FINPLAN Home supports advice businesses in better managing company finances whilst simultaneously reducing overheads.
- The new FINPLAN Home client portal delivers a unique client onboarding process, as well as an array of tools and data to keep clients engaged.
- Users are able to suggest and vote on new enhancements to FINPLAN Home, with a commitment to the best ideas being delivered.