Finplan Home

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.

Key Benefits

  • 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.

SOURCE is a sophisticated online search engine enabling advisers to search for mortgage, secured and bridging loan products.

What does SOURCE do?

  • SOURCE analyses product, criteria and lender affordability in order to help advisers determine the most appropriate recommendation for their clients.
  • SOURCE can be accessed via our platform, or seamlessly integrated into third-party systems or websites.
  • SOURCE enables the adviser to produce compliant documentation to support the advice process, from ESIS to Evidence of Research.

Key Benefits

  • As SOURCE is an online solution, it benefits from real-time product updates, ensuring advisers are searching across the most up-to-date available products.
  • SOURCE combines all three areas of eligibility (product, criteria and affordability) in one system, eliminating the need to re-key data into different search engines.
  • Advisers can elect to search across the whole market or build bespoke panels of lenders to meet their needs.
  • A comprehensive range of tools enables advisers to quickly filter search results depending upon client needs.
  • SOURCE can be integrated with an adviser's chosen CRM solution, reducing the need for re-keying of client data.

APPLY enables advisers to seamlessly and securely submit mortgage applications to connected lenders.

What does APPLY do?

  • Advisers can submit either decisions in principle or full mortgage applications to any lender connected to APPLY.
  • APPLY enables advisers to securely send supporting documentation to the lender, such as client bank statements and proof of identity.
  • Via APPLY, the lender will provide a decision on the application back to the adviser and provides updates on the status of the application through to completion.

Key Benefits

  • APPLY streamlines the submission process by acting as the single point of transmission for all data and documentation relating to a mortgage application.
  • When integrated with an advisers CRM system, APPLY significantly reduces the need to re-key data as part of the application process, increasing accuracy and reducing time spent on data entry.
  • APPLY supports a consistent user journey for mortgage applications eliminating the need for advisers to learn other systems.
  • Through the provision of case updates, APPLY gives advisers a single view of the progress of all mortgage applications submitted for their clients via APPLY.
  • APPLY supports adviser administrators in submitting applications on behalf of their advisers, providing a full record of all actions taken during the processing of the case by both advisers and their support staff.

INSIGHT uses a range of sophisticated data analytics tools to support detailed analysis of trends in mortgage product demand and performance.

What does INSIGHT do?

  • INSIGHT records and reports on every search conducted by advisers in SOURCE.
  • Using this search data, INSIGHT enables lenders to identify key market trends, acting as a barometer of overall mortgage market performance.
  • Lenders can also use INSIGHT to track individual product performance and compare this against competitors.

Key Benefits

  • INSIGHT enables lenders to analyse in real-time, key demand trends within the UK mortgage market.
  • With a clear understanding of demand, INSIGHT supports lenders in positioning their current mortgage product range to help maximise lending volumes.
  • By tracking competitor activity within INSIGHT, lenders can better understand the impact on their own business.
  • Lenders can use INSIGHT to perform predictive modelling for new product launches, based upon an extrapolation of current demand trends.
  • Data from INSIGHT can be exported and combined with other third-party data sources, providing lenders with a single view of the market.

COMMUNICATE is a digital marketing platform that helps advice businesses to drive inbound leads, as well as manage outbound communication to both existing customers and prospects, across multiple communication channels.

What does COMMUNICATE do?

  • COMMUNICATE provides an array of lead-generation tools that can be embedded into websites, social media, and other inbound communication channels.
  • Outbound campaigns to both existing customers and prospects can be designed, automated, and delivered from within COMMUNICATE via email, WhatsApp, SMS, telephone and social media channels.
  • Artificial Intelligence (AI) is built into COMMUNICATE to triage both inbound activities from lead generation tools and outbound marketing, providing conversational information before re-directing to an advisor.

Key Benefits

  • Inbound lead generation tools powered by COMMUNICATE support early digital engagement, helping to enhance conversion rates from leads to prospects.
  • COMMUNICATE supports outbound campaigns across an array of channels, meaning advice businesses can deliver the right message via the right medium, at the right time.
  • Message templates are built into COMMUNICATE so advice firms can utilise these without needing to commit time and effort to create templates from scratch.
  • Contact strategies can be automated based on client circumstances i.e. COMMUNICATE can automatically contact clients with fixed mortgage rates expiring, or at the start of the new tax year for ISA investment, and prompt them to engage with their adviser.
  • Artificial Intelligence (AI) delivered as part of COMMUNICATE will qualify, triage and direct prospects/customers as part of the advice process, maximising ROI for advisers from each client contact.
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CONNECT is a next generation digital relationship management platform that will transform ongoing engagement and interaction between advisers and their clients.

What does CONNECT do?

  • Far more than simply a client portal, CONNECT acts as the digital gateway through which advisers and clients engage in meaningful communication to ensure that constant evaluation of financial plans are undertaken..
  • CONNECT uses Artificial Intelligence to interact with clients without direct adviser input, helping advisers gather all pertinent information about that individual - not just at the point of advice, but throughout the client lifecycle.
  • CONNECT also enables clients themselves to access helpful tools, data and up to date information about their financial circumstances, providing a constant source of digital evaluation that their plans remain on track - and prompting action with their adviser if not.

Key Benefits

  • Sleek, modern user interface that showcases an advice firms brand to clients.
  • Artificial Intelligence tools manage a large part of the interaction between adviser and client during information gathering stage of the advice process.
  • Client facing tools provided through CONNECT ensure clients are fully up to date on the performance of their financial plan versus expectations, but can also understand the consequences of changes to their financial circumstances without the need for direct adviser engagement.
  • Third party integrations provide clients with a range of data about their financial circumstances that advisers can themselves easily access with client consent.
  • Tightens the bond between adviser and client helping ensure that the adviser retains the primary advice relationship with their clients.


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