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 and case-related documents stored securely in one place, providing a seamless environment for working on your cases.
Effortlessly share documents with your team to ensure smooth case progression from application to completion – all while keeping your cases compliant.
Accelerate workflows with our smart document reuse facility.
Enjoy unlimited document uploads for you and your clients.
Engage in real-time, secure conversations with your clients, keeping all communications safely stored alongside their cases.
Minimise the reliance on multiple channels like email, SMS, and WhatsApp, streamlining interactions.
Both advisers and clients receive notifications for new messages, ensuring timely responses and no missed communications.
Enhance client engagement, maintain regulatory compliance, and improve overall operational efficiency.
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.
Get agreements signed faster with our seamless electronic signature feature—making it easy for clients to sign terms of business in just a few clicks within Binder.
Enable clients to engage with our user-friendly, client-facing fact find document, ensuring all necessary details are accurately gathered for a smooth and efficient process.
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, tailored to streamline your process.
With this feature, you only need to fill in the fields that are relevant to each specific client, ensuring no unnecessary data is entered or duplicated.
Enjoy an agile and responsive user experience, making the process quick and efficient.
All data is securely saved, allowing you to easily access and reuse it later, saving you time and effort.
With our new client-facing fact find feature, enable your clients to complete the form themselves, ensuring that all the information they provide is both accurate and up to date. This intuitive tool gives clients full control over the process, making it easier than ever to capture the correct details, and helps streamline your workflow for greater efficiency.
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
