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eFinance+

A Financial Platform that will make submitting applications a breeze.

Our eFinance+ software allows you to manage your clients Financial applications, create management reports and allow them to have real-time updates when using the members area.

eFinance+ caters for but is not limited to....

  • Mortgage Applications

  • Loan Applications

  • Vehicle Finance

  • Credit Cards

Keep Track of your clients progress and make sure they are kept informed at all times using the BMS automated client awareness system.

Use the eFinance+ AI to decide which set of lenders is best suited to the application before the information is sent, eliminating unnecessary declines from the lenders.

Our eFinance+ platform can interact with numerous 3rd parties using API secure framework, so you never have to leave the BMS to complete a mortgage application or have to fill in numerous loan applications on behalf of the client.

 

The BMS will use its core "Pingtree" technology to electronically "ping" the clients information to the lender and you will receive real-time acceptances or declines to the eFinance+ BMS platform.

Advantages of using eFinance+

  1. Complete Client Transparency

  2. Real-Time Application Results

  3. Interactive BMS to Client Updates

  4. Complete-Once-Use-Many architecture

  5. Unlimited Lenders Panel

  6. 256BIT Encryption

  7. Sales & Commission Reports

  8. Agent Progress & Case Management

  9. Compliance - FCA Approved

  10. GDPR & DPA Authorisation

  11. Unlimited Lender Panel 
    (eFinance+ will be more effective with larger lender panels)

Why spend countless hours trying to do multiple tasks when eFinance+ can do it in seconds?

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