iPipeline has integrated its PreQuo and SolutionBuilder products with the Smartr365 mortgage technology platform.
The firm claims the move allows for a “completely digitised mortgage and protection advice process”.
Smartr365 allows advisers to manage their clients’ portfolios in one place.
Because of the partnership with iPipeline, advisers using Smartr365 can now deliver fully protected mortgages – from sourcing, ID and income verification, and mortgage application to legal application and protection quoting and application.
Advisers also have the ability to pass leads to protection specialists.
As client data is entered into Smartr365, PreQuo prompts the client and/or their adviser to view suitable protection cover and costs on screen, including life insurance, critical illness and income protection. SolutionBuilder then allows the adviser to refine the quote, if required, and then continue through to the application stage.
Paul Yates, product strategy director at iPipeline, said: “This is another great stride forward in the industry’s work to improve consumer financial resilience. Technology is helping drive more protection conversations by making the process of advising and writing protection simpler and faster.”
Conor Murphy, CEO of Smartr365, added: “With the mortgage industry being fairly fragmented, we aim to take on an agile approach and be able to respond quickly and with ease to the needs of our clients.
“PreQuo and SolutionBuilder support our focus on simplifying the protection advice process for our advisers. For example, advisers would previously have entered their client’s date of birth six times, whereas by integrating Smartr365 with PreQuo and SolutionBuilder, they only need to enter this detail once. We are utilising technology to make the process as streamlined as possible, making it easier than ever for advisers to put financial safeguards in place for their clients.”
