In keeping with our ethos of being upfront, honest and fully transparent all our partners and introducers have individual personalised access to our bespoke relationship management system via their own customised portal. This allows full visibility 24/7 which shows exactly where each packaged case or lead referral is up to and what we have done to engage with and assist the client. Depending on whether you provide a packaged case or a lead referral will dictate how much you are able to see on your portal to ensure compliance with data protection laws.
If you are assisting a client in putting together a pack of documents for us to review and subsequently provide our advice, you are able to directly upload various documentation directly into the client’s portal via your own introducer portal.
To make matters even more straightforward and simple, we can even provide you with API functionality so that our system can directly integrate with yours. If this is something which sounds good to you then please get in touch and we can make the appropriate arrangements.