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.
Coming soon
