Setting Up A Client

To enter a new client into the system, simply follow the steps below:

• Select the Clients and Cases tab (orange button) along the top of the screen.
• Click the option called Add Client.
• Enter your new client’s details.

• Once you have entered this client onto the system you will not need to re-enter the client’s details again.

Free web based software for mortgage brokers and IFA's, packagers and intermediaries catering for many financial products including Mortgages, Commercial Mortgages, Bonds, Insurance, Secured Loans, Commercial and Personal Loans etc. Our main products include the i-maps and new i-mapx software these great products include complaint management, backoffice solutions, fact finds, FSA compliance, task management, sourcing, messaging, client management. Our software also includes a mortgage fact find, back office software, compliance monitoring, compliant processing for Residential & BTL Mortgages, Secured Loans, Commercial Mortgages, Investment Products, Insurance Policies and Overseas Mortgages.