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Alexander Hall to roll-out full 360 Lifecycle solution

Alexander Hall, the successful London based mortgage brokerage, have signed a five-year deal to utilise the full 360 Lifecycle practice management solution and FactFind with integrated sourcing to their 70+ workforce. Following a lengthy due diligence process, Alexander Hall confirmed that a combination of current functionality, including the client facing FactFind and Portal, along with […]

Client engagement becoming a strong differentiator to intermediaries

360 Dot Net is pleased to release its 2017 “year-in-review” infographic that presents strong evidence that clients are willing to digitally engage with advisers throughout the advice process and beyond. In 2017 over 22,000 client FactFinds were electronically sent with 80% completed and returned, saving the adviser anything from 45 to 90 minutes of data […]

One Suitability Letter to rule them all

Everyone is different and we’re all unique. But in many respects, we aren’t. We are the same and pretty much follow the same patterns, requirements or needs.  The difference is the nuance and detail; outwardly things are the same but scratch the surface and the differences become more pronounced. Take for instance the Suitability Report […]

New Leaf Distribution deploy 360 Lifecycle

360 Dot Net are pleased to announce that the New Leaf Distribution network have successfully deployed the full 360 Lifecycle practice management solution with FactFind, integrated sourcing, Client Portal and the 360 Accounts package to its 200 members. New Leaf confirmed that client engagement and network payment processing were fundamental factors in their decision-making process of […]

360 Dot Net strike a partnership with Ingard

  Ingard, the Compliance Network and Specialist Distributor, has today announced that they will be adopting the 360 Lifecycle CRM system. Developed by 360 Dot Net, award winners of CRM tools for Mortgage Brokers, the online Fact Find ensures their members can go fully mobile and saves any re-keying of information when producing pe-approved letters […]