End clients who are provided access to CAPTURE by their mortgage adviser can enter data about their circumstances that will assist the adviser both sourcing and applying for a mortgage for that client.
The client can also securely upload documents which, alongside the customer data, transfer seamlessly into the relevant client record on the Velocity platform. The adviser can also upload documents directly into CAPTURE for the client to access, such as the Initial Disclosure Document
The Velocity SOURCE platform is a configurable web based application that enables users to search across and compare mortgage, equity release, secured and bridging loan products. SOURCE can be seamlessly integrated via API into third party systems and direct to consumer websites. SOURCE analyses product, criteria and lender affordability in order to determine the most appropriate product recommendation, helping deliver right first time recommendations for applicants.Learn More
Once a user of SOURCE has selected the appropriate product, data relating to the client, property and product moves seamlessly to APPLY and subsequently onto the appropriate lender for submission via API, whether selecting a decision in principle or full mortgage application, all data relating to the client, selected product, case tracking, case notes and documents are all retained within Velocity.Learn More
All user activity within Velocity is tracked by our INSIGHT application, and subsequently provided back for interrogation to intermediaries, lenders, funders, and government organisations. Insight uses a range of sophisticated data analytics to support detailed analysis of trends in mortgage demand and performance, as well as using AI driven tools to help predict future trends in lending.Learn More
Acting as a full customer relationship management solution for Mortgage advisers, FINPLAN Home supports advisers in delivering a comprehensive, compliant and efficient mortgage advice process.Learn More
For advisers dedicated to protection, FINPLAN Protect offers customisable workflow and fact-find capability, customer engagement tools, as well as product research and fulfilment solutions.
A comprehensive solution for the provision of financial advice for all product types, FINPLAN Wealth combines customisable workflows, fact-finding, and deep provider integration to deliver a best-in-class solution.