Technology

Our CRM and sourcing systems

Our CRM System – The Key

The Key supports the sale of mortgages, insurance, life, loans and other financial products. Beautifully engineered to offer you a myriad of solutions, your client data is saved in the ‘cloud’ so you don’t have to worry if the unimaginable happened. It is integrated with MortgageBrain Anywhere, MortgageBrain Classic and MTE and appeals to ARs and DAs, estate agents, and larger brokerages.

  • Compliance – peace of mind
  • Configure mortgage, insurance, life, loans & other products sales
  • Data securely backed up in a ‘cloud’
  • Integrated – MortgageBrain Classic, MortgageBrain Anywhere and MTE
  • Track your fees and commission
  • Manage your entire sales process
  • Enter information only once
  • Integrates with Source, The Exchange etc
  • Access full management reports

Protection Sourcing

Solution Builder

In the mid half of 2016, Assure Web launched Solution Builder. Solution Builder is a client-centric, research, quote and apply solution, which allows advisers to easily compare both simple and complex protection needs within a simplified and responsive UI. Providing a complete service, the solution supports single and multi-benefit products so that advisers can quickly identify the right solution, based on their client’s needs and budget. All of our members get free access to Solution Builder as part of their Network package.

Assureweb

Assureweb offers you whole of market coverage from all major providers.

Webline

Synaptic Webline Protection quote and e-apply portal allows you to access quotes and information from Providers in real time and streamline Protection sales in any kind of organisation

Mortgage Sourcing

Mortgage Brain Classic/Anywhere

Traditional, desktop whole of market sourcing with dynamic features and up-to-date product data and Lender notes. You can work online and offline, create multiple client specific searches and personalise best buy tables so you can deliver a first class service to your clients.

Trigold

Trigold Prospector comes with standard features that give you all the basics you need to complete mortgage cases. It is regarded as one of the most user friendly, compliant, and accurate sourcing software available.