360 Fact Find

The 360 Lifecycle System has now introduced market-leading Point Of Sale, offering intermediaries a full end-end integrated solution with access to client’s online fact find from any device, anytime & anywhere.

• Fully Integrated POS Mortgage, Protection & GI Sourcing
• ‘Invite Clients’ To Complete Or Part Complete The Fact Find
• Integrated Suitability Report Builder & Quick Quote

To view the Fact Find training manual, click here.

As a result of completing the 360 Lifecycle Online Fact Find, you also get the functionality allowing you to create a ‘Recommendation Report’. To view the Recommendation Report Template, click here.

360 Lifecycle offers a range of features strengthening its position as the ultimate business tool for the intermediary market including;

• Microsoft Azure Cloud Hosting
• Integrated Diary
• Real Time Performance
• Campaign Manager
• Email, Letter & SMS
• Central & Automated Lead Management
• Accounts
• Automated Workflow
• Client Segmentation
• Accounts
• Full Audit History

In addition to this complete solution and to further improve your client relationship; MyFinancecentre will complement your full system offering your clients a portal with various tools and an opportunity to review their holistic financial situation. With Document Sharing, automatic Zoopla property estimates, Skype integration and a secure messaging centre, there has never been a better opportunity to keep in touch with your client. Don’t just take our word for it. Join the 3000 + users today!

“With 360 Lifecycle you are in total control of your business, your data and your processes”