“I have been using 360 since January and found the system very easy to use, the clients love the portal and the security it gives them for sharing their personal documents.
Since using 360 I have been able to organise my workload and contacts more effectively and manage customer expectations in a more professional, efficient and streamlined process. The clients have been more responsive to sending documents and communicating through the portal, and as a result my client bank and mortgage business and protection has increased tremendously since January.
The training given at the start, and ongoing by the team has been brilliant and very supportive, highlighting features to make our lives easier. They also take on board suggestions of how things can be adapted to help us going forward. I would highly recommend 360 as a comprehensive software to compliment advisers’ businesses.”
- Sharon Kennedy, Premier Mortgages