Iress’s Mortgage Practice Management system offers advisers a platform to manage the end-to-end mortgage process. It provides tools for client relationship management, compliance oversight, and workflow automation. The system integrates with sourcing tools and lenders to streamline the application and advice process, aiming to improve efficiency for advisory firms

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HIGH-LEVEL FUNCTIONALITY

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KEY FUNCTIONALITY

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NUMBER OF FIRMS, USERS & KEY ACCOUNTS

May be available on request

OTHER PRACTICE AREAS: