As well as a Buy to Let sourcing tool, Mortgage Flow provides you with a systemised specialist portfolio management tool.

Mortgage Flow has been developed with input from specialist Buy to Let brokers and provides a complete customer relationship management database of all of your client’s personal and portfolio details to ensure ease of use, transitional processing and management of your client bank.

The portfolio management tool provides the user with the ability to be able to fully manage their complete client bank by holding all of their client’s personal and portfolio details in a searchable and reportable environment. With integration with the mortgage sourcing tool element of Mortgage Flow this is an invaluable mortgage broker tool.

Our portfolio management tool provides:

  • The ability to manage landlord’s portfolio information, clients standing data and all transactional data
  • Pre-population of new application forms based on clients standing data
  • The ability to submit all applications to Mortgages for Business online
  • 24 hour visibility of the packaging process
  • The ability to store valuations, offers and other documents
  • The ability to import and export information from external documents

Further enhancements to our portfolio management tool are already planned and with further feedback being received all of the time from the broker market we will ensure that Mortgage Flow remains the market leading Buy to Let broker and portfolio management tool.

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