Getting Started

Getting started on the system couldn’t be easier all you have to do is create a login and then you are ready to use the system. Follow the simple steps below and add yourself as a user.

• Select the Settings (grey button) option along the top of the screen.
• Enter your details into the Your Settings fields.

• Now you need to add users to the system. Just click the User management button
• Select the group that you want to enter your user into by clicking on the Edit button.
• Select New User and enter the user’s details. To save the details you have entered just click Close.

Once you have entered your user details you are now ready to enter some clients on to the system.

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.