FinPlan lets you source and compare mortgages, secured and bridging loans all in one system, helping you find the right product, first time around. By using the FinPlan process, your business operates effectively, compliantly and efficiently.

Benefits

Accurate sourcing

To help select the right product for your client whatever their circumstances are, you need a sourcing system that looks at all the lending options available.

FinPlan lets you source and compare mortgages, secured and bridging loans all on one system, helping you find the right product, first time around.

Real-time product updates

With FinPlan Mortgage Sourcing you don't need a separate system to identify the best deals available today.

The Mortgage data is automatically updated each day so you always have access to the latest deals.

Advanced results filtering

The integrated solution allows sourcing to become part of your FinPlan process;

from initial enquiry to Fact Find, enabling sourcing and suitability reporting, leading to new business and fee tracking.

Document production

The system allows you to generate the Illustration, EoR and the Suitability letter as well as finalising the complete fact find.

Once the required documentation has been created, the documents can be sent to the Client Portal for access by the client or emailed to them as attachments.

Multi-Award Winning Solution

Best Mortgage Software Provider in the UK 2017 - Technology Innovator Awards

Best Mortgage Software Provider in the UK 2017 - Global 100 Awards

Best in Financial Technology 2017 - Global Excellence Awards

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Schedule a free demo today to see how you can maximise the benefits of technology in your business.

  • No obligation
  • Online or in person
  • Tailored for your business
  • [email protected]
  • 0845 226 0720