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Ratings and Reviews 0 Ratings
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What is Zonda?
Our goal is to empower and connect the upcoming leaders in the housing industry by leveraging essential data, insights, and networks that propel the sector forward. We offer personalized, comprehensive, and innovative solutions through our advanced national homebuilding database, aimed at helping builders, managers, mortgage experts, BPMs, and developers stay informed, enhance their operations, and secure a competitive advantage. Our vast national coverage highlights the most vibrant new home markets, supported by in-depth research across nearly 100 CBSAs and over 440 counties. Our committed team guarantees you have access to the crucial tools and knowledge needed for success. By subscribing to our monthly reports, you will receive the most current data and insights, empowering you to stay ahead with straightforward, authoritative analysis from our Advisory team, all backed by exclusive housing statistics. Utilizing these invaluable resources will enable you to make strategic decisions that can significantly influence the trajectory of your company. Moreover, staying engaged with our offerings will ensure you remain at the forefront of industry developments and trends.
What is Advise Wise?
Advise Wise is a cutting-edge cloud platform tailored for financial advisers, allowing them to effectively source, evaluate, and manage mortgage and equity release options for clients entering later life, thanks to its use of advanced filtering options, integrated property and health assessments, side-by-side plan comparisons, and Quick Quote tools that provide immediate estimates. This platform features a comprehensive CRM system that securely organizes client information, case documents, product searches, and crucial fact illustrations, while also supporting the upload of various file types and tracking case progress in adherence to regulatory requirements such as Consumer Duty and FCA standards. Moreover, it includes an integrated Fact Find template that automatically populates client and property information, streamlines the generation of AI-powered Suitability Letters, and allows for the smooth submission of Key Facts Illustrations and online applications via API connections with lenders; advisers can also select and coordinate with specialist solicitors directly from a client's case to enhance efficiency. The array of tools and functionalities offered by Advise Wise allows financial advisers to provide tailored services while enhancing the productivity of their operations. By leveraging technology in this manner, the platform significantly contributes to the overall effectiveness of financial advisory practices.
Integrations Supported
Additional information not provided
Integrations Supported
Additional information not provided
API Availability
Has API
API Availability
Has API
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
Zonda
Company Location
United States
Company Website
zondahome.com
Company Facts
Organization Name
Advise Wise
Date Founded
2019
Company Location
United Kingdom
Company Website
advisewise.com/platform/
Categories and Features
Categories and Features
Mortgage and Loans
Amortization Schedule
Client Database
Closing Documents
Commercial Mortgages
Contact Management
Credit Reporting
Customer Statements
Document Management
Electronic Applications
Government Loans
Loan Origination
Loan Servicing
Pipeline Management
Pre-Qualification
Refinance Management
Residential Mortgages