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iState Systems launches broker portal

Nia Williams

February 13, 2013

The broker portal will enable brokers to create new business, carry out affordability calculations, quote on products, send KFIs, show a selection of products or review existing cases – all from their mobile phone.

The portal will also enable brokers to track an application every step of the way, to see any information outstanding and when a case is likely to complete. Adviser will also be able to track their clients’ payment history once a case has completed.

The broker portal has been designed with feedback from both advisers and lenders so incorporates key tools to make both the adviser and lender’s lives as easy as possible while still providing compliance and security.

Barry Yager, founder and director of iState Systems, said: “This technology will revolutionise the way that advisers and lenders do business.

“It shortens the mortgage process, makes it much more cost effective and it will make communications between lender, adviser and client transparent in a way that has never been possible before.”


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