Features
What 360 Lifecycle can do for you
Our capabilities, features and integrations support mortgage and insurance advisers, to grow their business using our CRM, 360 Lifecycle.
Capabilities
Features
Integrations
Pipeline
Management
- Diary
- Lead management
- Case overview
- CRM
Clıent
Engagement
- Client Portal action requests
- Client Portal messaging
- Email tracking
- Templates
- SMS
- Client FactFind
- CRM
- Web based client functionality
Advice
journey
- Client FactFind
- CRM
- Built in mortgage sourcing
- Useful links
Full
advice
- Provide multiple product advice
- Cross selling opportunities
FactFind and
submission
- Direct applications
- One click apply
Business
retention
- Sales progression
- Automated notifications
- In built marketing tool
- Automatic reviews
- Client portfolio records
- Client Portal cross selling
- GDPR portal
Business
insight
- Reporting suite
- Commission reconciliation
- Business register
