All your clients and all their mortgage and insurance cases, past and present, stored in a searchable form accessible on desktop, tablet and mobile devices, wherever you are.
There is no limit to the number of cases or the number of clients you can add.
All your clients' personal documents and case related documents stored in one place. Providing a seamless environment for working on your cases. Sharing documents with team members helping with the progression of cases from application to completion. At the same time, keeping your cases compliant.
There is no limit to the number of documents you or your clients can upload.
Chat with your clients in real-time, keeping communication secure and stored alongside the case. Avoid a proliferation of email, SMS and WhatsApp messages.
Advisers and clients are notified of new chat messages so that nothing gets missed.
Simply tick a few boxes to request all relevant documents from your clients. Your client uploads the documents you need directly to Binder using a secure process. Documents are stored encrypted and can only be accessed by the people that need them.
Define your organisation and create users for different roles.
Account holders manage the organisation and define who can do and see what.
Advisers create and work through cases.
Administrators have delegated access to the cases for specific advisers and can process cases.
The first Fact Find designed specifically for mortgage advisers.
Only fill in the fields relevant to your client.
No wasted data duplication.
Agile and responsive user experience.
Data securely saved for re-use later.
Our most recently developed feature, e-signatures are now the fastest and most secure way of securing authorisation at each key stage in the progression of each application.
The benefits speak for themselves - no need to wait for hard copies to be sent through the post, or to find a time to capture signatures (often by more than one party) when there’s a random moment in the dairy.
Fully encrypted and protected, our e-signature facility gives both you and your clients the piece of mind you need on the integrity of the process.
We are fully aware of the advantages systems such as Intelliflo Office (IO) offer to organisations, however, we are also aware of the time taken, especially for mortgage advisers to add clients and cases to IO.
Binder can now integrate with IO, pushing data into IO with the click of a button saving the duplication of data inputting, saving time and allowing advisers to submit more business.
Coming soon
Coming soon
