Simple Solutions for a Complex World
Announcing PivotalFS – UX : the market leading customisable mortgage broking and general insurance business solution.
Pivotal Finance System
Bespoke Mortgage Intermediary Solutions
PivotalFS offers a complete business solution for mortgage intermediaries.
Core functionality provides for extremely rapid deployment and thereafter its unique technology platform, (PivotalCRM from Avolin) means it can be fully customised according to the company’s individual working practises.
Built upon Microsoft technology the PivotalFS – UX application has a web browser interface and conforms a Modern Workplace design.
Features
Lead and Opportunity Management
PivotalFS – UX leverages not only the PivotalCRM platform technology but also its the base CRM Sales methodology. We have been able to take an outstanding sales methodology framework and build it into the mortgage and general insurance sales cycle.
Compliance
Our compliance engine is rules based and configurable by clients to incorporate their own risk management processes.
Case Management
Case Management is about managing the customer journey and their experience during the sales delivery process. PivotalFS enables a business to monitor actions, assignees, third party partners, key delivery points and overall financial performance.
Financial Planning
Our Financial Planning module allows for the cross selling of protection products either as part of the mortgage or independently.
General Insurance
New to PivotalFS is a General Insurance module allowing the cross selling of property, contents or specialist item insurance across both Residential and Commercial.
Management and Financial Reporting
PivotalFS incorporates a powerful and flexible management accounting engine designed to handle the most challenging of commission and payway polices, as well as streamlining the importing and matching of third party commission statements.
Our Clients
SPF Private Clients
SPF Private Clients Modernizes Processes to Better Serve Customers and Enable Growth.