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What is iZone?

Our software provides a smooth transition from deal generation to mortgage finalization, covering various mortgage types such as first charge, second charge, short-term bridging, and development finance. It incorporates integrations with credit bureaus and offers adviser-led solutions that emphasize both customer service and sales while maintaining compliance on a solid platform. The system caters to every mortgage and insurance requirement and includes additional integrations with sourcing systems. Moreover, it supports the management of client debt portfolios according to debt management plans or similar arrangements. This all-encompassing platform for client and lender management features document management capabilities and a plethora of other functionalities. Users can take advantage of tools tailored for lenders, financial services brokers, and other clients to manage their caseloads effectively while fostering their business connections. The software stands out as a flexible and powerful tool, built with a multi-layered database structure that allows access at the Master Broker, Packager, or Distributor levels, each equipped with unique features. It also evolves alongside the changing demands of the financial services industry, ensuring that users can maintain their efficiency and compliance. In addition, the platform's user-friendly interface simplifies navigation, making it easier for clients to leverage its extensive capabilities.

What is BrokrBindr?

Maximizing productivity is significantly more effective than simply putting in more effort. Successfully finalizing deals provides a greater sense of fulfillment than witnessing them fall through. It is crucial to deliver the outstanding service that your clients rightfully expect. By doing this, you can secure a considerable advantage over your rivals. Transform your mortgage brokerage with BrokrBindr, an innovative tool that acts as an alternative front-end to Filogix. With seamless operation, intuitive navigation, and data securely managed in an account under your control—following the permissions set by your clients—BrokrBindr significantly improves your workflow. While Filogix remains your go-to for credit pulls and submitting completed applications to lenders, BrokrBindr optimizes each phase of the process, making it faster, more efficient, and reliably consistent. Tasks that previously took twenty minutes to draft emails for condition documents can now be accomplished in a mere twenty seconds by using a customized, branded email template that automatically compiles the required document list. This enables you to keep a personal connection with your clients while demonstrating your professionalism, creating a lasting impact. Ultimately, adopting these tools not only increases your efficiency but also elevates the client experience, ensuring that you differentiate yourself in the crowded marketplace. Embracing innovation in your approach can lead to substantial growth and success in your business.

Media

Media

Integrations Supported

Integrations Supported

Constant Contact
Filogix
Mailchimp
Pipedrive
QuickBooks Online
Xero
Zapier
Zoho CRM

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

$59 per month
Billed annually
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Not specified

Training Options

Online Training

Company Facts

Organization Name

iZone

Company Website

izonesoftware.co.uk

Company Facts

Organization Name

BrokrBindr

Company Website

brokrbindr.com

Categories and Features

Mortgage and Loans

Commercial Mortgages
Credit Reporting
Government Loans

Categories and Features

Mortgage and Loans

Not specified

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