Our Mortgage Intermediary Sales (point-of-sale) system helps transform the entire mortgage sales process for mortgage professionals such as mortgage brokers, intermediary networks and IFAs, and represents a genuine leap forward in the market.
The system seamlessly integrates with your back-office systems for customer data, product data and case tracking. This provides you with all the relevant information you need to make the most of every sales opportunity. We also help to make the sales process as smooth as possible through the integration with mortgage sourcing systems such as Trigold and Mortgage Brain for mortgage quotations and our own Avelo Exchange Portal for associated insurance products.
The system includes a set of pre-configured, best-practice mortgage sales processes and functions which facilitate rapid deployment, reduced costs and reduced project risk.
Avelo intermediary sales
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