One To Ones

The One to ones section is where you can add any one to one meetings you have had with the broker. Within this section you can also upload a document. The input form is shown:

One To Ones

To upload a file just click the browse button and this will allow you to choose a file and upload it.

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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.