Lifetime Connect truly represents the spirit of collaboration. By utilising the 360 Lifecycle software, we support the adviser through a frictionless process of submission and application of the mortgage and protection business.
Accurate recording of the client’s data and records ensures that further cases and applications become even easier as time passes.
Our review system ensures that opportunities are recorded and
By providing your clients with their own portal, they’re able to communicate quickly and efficiently with their adviser to deliver the best possible service through a secure medium.
Our fully integrated fact-finding, mortgage sourcing, and protection sourcing system enhances accuracy and speed, ultimately improving the client-adviser experience.
Clients and advisers are also able to upload, share and complete documents and records, improving and accelerating communication.
Through utilising Lifetime Solicitors, Lifetime Connect gives enhanced control over to your advisers throughout the mortgage process.