Keep your team focused on the next client.
Practical IT for financial advisers, lending and mortgage teams. Keep client records, application documents, meetings and everyday office systems working together.
Supporting each client journey
- Enquire
- Collect
- Review
- Follow up
Advice firms and lending teams.
Both handle detailed client records. The applications, documents and handovers they depend on are different.
From fact find to client review.
Keep advisers and support staff connected to advice CRM, client information, meeting records, plan documents and ongoing review workflows.
- Example application: intelliflo office and its client portal.
- Typical workflow: collect information, prepare documents, meet the client and maintain review records.
- IT focus: workstation access, document handling, scanning, email and remote meetings.
From enquiry to application follow-up.
Keep brokers and lending support teams connected to loan CRM, document collection, application tracking and the lender portals they use.
- Example application: Connective Mercury Nexus, alongside the lender portals used by the firm.
- Typical workflow: record the enquiry, collect supporting documents, prepare the application and track progress.
- IT focus: browser and portal access, PDFs, scanning, client communication and staff handovers.
Application names illustrate the two workflows. We support the underlying IT and coordinate product-specific work with your software supplier.
Technology behind a document-heavy day.
From fact finds and supporting documents to adviser meetings and lender portals, finance teams depend on reliable access and a clear handover between people and systems.
Advice & loan systems
Support workstations, browsers and connections used for advice CRM, loan CRM, client records, document access and application tracking.
Client documents & portals
Organise shared documents, scanning, PDF handling and access to client portals and electronic signing tools.
Lender & provider access
Troubleshoot device, browser and connection issues affecting lender, investment and product-provider portals, coordinating with the provider when needed.
Meetings & remote work
Connect advisers and support staff to email, calendars, video calls and the applications required in the office or away from it.
Access & staff handovers
Set up accounts and shared resources around staff roles, with a clear process for joining, changing responsibilities and leaving.
Continuity & records
Review where working records are held, agree backup and recovery arrangements and plan upgrades around client and reporting commitments.
Systems to discuss.
Adviser software, lender platforms and document tools vary between firms. Tell us your environment so we can plan the IT support and supplier coordination it needs.
- intelliflo office
- Mercury Nexus
- Client & lender portals
- Microsoft 365
Less friction between the appointment and the paperwork.
A client meeting relies on more than a laptop. Calendars, document access, scanning and portal sign-ins all play a part. We review those connections alongside your team's office and remote-working needs.
- A clear path from collected documents to client records
- Consistent workstations and meeting-room tools
- Defined ownership for application support
Before we get started.
Can you help an adviser or mortgage-broking office?
We can review either environment. Bring the list of advice, CRM, lender and document systems you use so we can agree the technical support required.
Can you support our client portal?
We can assist with the IT and user-access issues around your existing portal and coordinate application problems with its supplier. Portal features and business workflows depend on your chosen platform.
Can you help with a cloud or office-server setup?
Yes. We can discuss cloud applications, onsite servers or a combination, based on the requirements of your software and the way staff need to connect.