Free 30-minute overview of 360 Lifecycle CRM and FactFind with integrated sourcing.
Time and date:
26 September 2017
11.00 AM to 26 September 2017
11.20 AM
Location: Online
Organiser: Sophie Cook
Website: Click here
Having the right technology can be the difference to how your business performs and grows. Inputting the same data into different systems consumes significant time that is easily prevented if your mortgage CRM solution could seamlessly pass data to and from your mortgage, protection and GI sourcing platforms.
360 Lifecycle's practice management CRM and online FactFind comes with fully integrated sourcing, ensuring that client(s) can be easily serviced with a mortgage, protection and GI products, with no rekeying of data.
Join us for a free and brief demonstration of the core capabilities of 360 Lifecycle with FactFind, integrated sourcing and Client Portal, on 20th of July at 10:00am. Click here to register for free, or email our Sales Team on enquiries@360lifecycle.
