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- SOURCE analyses product, criteria and lender affordability in order to help advisers determine the most appropriate recommendation for their clients.
- SOURCE can be accessed via our platform, or seamlessly integrated into third-party systems or websites.
- SOURCE enables the adviser to produce compliant documentation to support the advice process, from ESIS to Evidence of Research.
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- As SOURCE is an online solution, it benefits from real-time product updates, ensuring advisers are searching across the most up-to-date available products.
- SOURCE combines all three areas of eligibility (product, criteria and affordability) in one system, eliminating the need to re-key data into different search engines.
- Advisers can elect to search across the whole market or build bespoke panels of lenders to meet their needs.
- A comprehensive range of tools enables advisers to quickly filter search results depending upon client needs.
- SOURCE can be integrated with an adviser's chosen CRM solution, reducing the need for re-keying of client data.
Want to find out more about SOURCE?
Speak to our team to arrange a free demo!
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