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Knight Frank Finance, the UK brokerage arm of global real estate agency Knight Frank, has confirmed that its brokers have launched an intermediary sourcing and practice management software, 360 Dot Net.
About 50 mortgage professionals are using Lifecycle Mortgage and Protection software, after nearly a year of technical due diligence and a pilot project in November.
Based in Marylebone, London, global real estate agency Knight Frank has 411 offices in 59 countries and employs more than 14,000 people.
Mortgage advisory arm Knight Frank Finance purchased the 360 ​​Dot Net system in March last year and adapted it under development to further reflect its processes, including changes to allow advisors to produce an adequacy letter fully online and create an audit trail for all. the marketing activity generated by the system.
Broker technology has also been rebranded to reflect Knight Frank’s corporate colors on the Key Fact Illustration document and client portal, along with a series of other custom changes.
Carlos Thibaut (on the picture) CEO of 360 Dot Net, said, “Knight Frank Finance exemplifies how all companies in the financial services industry should approach and challenge technology solutions. Selecting a technology vendor should not focus on a list of points, but on those aspects of the solution that increase an organization’s capabilities and those that mitigate the many risks that plague the financial services industry.
The software provides claims and compliance processing, fact finding, mortgage and protection processing, and client management.
Simon Gammon, Managing Partner of Knight Frank Finance, said: “When we began the process of choosing a new system to implement, our main criteria was to find a system that improves and automates the loan application process. mortgage while streamlining the end-to-end process. functionally. 360 Dot Net was a clear winner as it offered a fully integrated client management system, allowing our consultants to interact with their clients’ requests and needs when organizing and providing advice.
Gammon added that the case management system supporting the back office “will improve our customer experience and provide our team with a very efficient accounting and reporting function.”
Over 5,000 advisors use 360 ​​Dot Net software, which manages over 1.5 million active customers and has completed two years of redevelopment by integrating customer relations into the software process.
Thibaut said, “It is our responsibility to guide organizations in the confusing and rapidly changing fintech arena. We are securing our customers’ future with a holistic customer relationship management, point-of-sale and portal solution that continues to redefine the industry while continuing to build a foundation that enables our customers to adapt to changes. new trends and new methods of engaging and acquiring customers. . “
He continued, “We understand the power that exists with our clients’ client banks and it is our job to help organizations leverage that power with tools like predictive analytics and robo-advice powered by. machine learning. “
Victoria is the senior editor of the Mortgage Solutions and Your Mortgage group at AE3 Media. Previous titles include editor of What Mortgage and Credit Today and freelance work for various titles including The Guardian, Which? and Money.co.uk
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