CasePRO: imperative brokers automate their admin

CasePRO, a case management system provider, is looking to bring affordable processing technology to the market. It believes that regardless of size, mortgage brokers, packagers and lenders need to put technology at the heart of their businesses.
CasePRO says its research indicates that up to 50% of mortgage brokerages still rely on manual record keeping in [...]

Evaluate improves capacity management facility

Evaluate Technologies has launched a capacity management functionality for lenders in order to help manage resources, avoid product withdrawal issues and reduce timeframes for re-launching product ranges.
Evaluate claims its end-to-end capacity management solution now provides lenders and their key distribution partners with “everything they need” to manage scarce lending resources.
Julie Gaskin, national accounts director at [...]

Orbiter unveils mortgage and secured loan comparison service

Orbiter, the new online sourcing and compliance service from Orbiter Group, is to enable advisers to compare mortgages and secured loans.
Pete Thomson, sales and marketing director at Orbiter Group, said: “Advisers are used to being able to source mortgages and secured loans, but to be able to compare them to each other is something we [...]

Trigold to hold business academy meetings

Trigold has announced six new dates for their intermediary Business Academy events which offer advisors free training on expanding their sales skills and enhancing sales of a range of insurance products.
Events are divided between London and Manchester and will be hosted in the Lowry building in Manchester and the Commonwealth Club in London.
The programme has [...]

Prospector AAA gets insurance upgrade

Trigold has upgraded the insurance functionality in Prospector AAA.
Using Norwich Union’s ‘Simplified Life’ quote system, advisors will be able to access indicative quick quotes for life insurance that will be automatically displayed when entering client information. Trigold offers a ‘unique’ system whereby quotes can be generated offline. The system also offers the ability to link [...]

Orbiter claims plaudits for direct-to-lender sourcing strategy

Orbiter Group has claimed a positive response from the intermediary market following its recent announcement that its new online sourcing and compliance service will give brokers the ability to source from a range of prime and specialist products that can either include or omit non-intermediary products.
Pete Thomson, sales and marketing director at Orbiter Group, said: [...]

Target ties up LV= managed services deal

Target Group has secured a contract to manage information systems for LV=. The three-year deal will see the Cardiff-based software and processes provider take control of the data management of LV=’s existing loan operation.
Target will manage the infrastructure that LV= uses for processing, account management, arrears management, and securitisation.
LV= and Target have worked together since [...]

Focus to power Unisys platform

Focus Solutions has begun a strategic partnership with Unisys.
The partnership will provide Unisys with technology from Focus Solutions for their multi-channel mortgage origination platform. Unisys selected focus:technology after a strategic review of the leading forms suppliers in the market.
Based on Focus’ experience of creating sales automation and advanced web based applications, Unisys is set to [...]

Mortgage 2000 drops sourcing system cost below £2 per week

The monthly cost of the Mortgage 2000 sourcing system, formerly Encore, is being reduced from £23 plus VAT per month to £8.50 plus VAT – the equivalent of just £1.96 a week.
Nikki Haworth, Head of Mortgage 2000, said: “We are offering a 63 per cent reduction to support mortgage brokers at a very difficult time [...]

Software firm joins AIFA as affiliate

The Association of Independent Financial Advisers (AIFA) has announced that Logic 100 has become an affiliate member.
Logic 100 offers a holistic financial planning software tool for IFAs. Originally launched in Australia Logic 100 is expanding into the UK.
Chris Cummings, director general of AIFA, said: “The IFA profession is embracing new technology at a rate that [...]