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Client Data Capture for Broker web sites
Fact Finding online and save the need for redundant visits for the broker and customers
Integrate with existing broker web sites seamlessly
The service is tailored for both existing customers and new prospects. Both financial and mortgage data captures are available.
Existing customers can log in using a unique PIN & update any changes in their circumstances. These changes directly
Money Advice +CRM
automatically.
New clients can enter their details in a secure fashion and these will be created as enquiries in
Money Advice +CRM
