Finance

Qualified before you meet

How finance companies use it

Eight jobs, named the way your own team names them.

  • 01

    Screening

    Enquiries qualified against your own lending rules.

  • 02

    Documents

    The paperwork chased until it actually arrives.

  • 03

    Identity

    Callers verified before anything is discussed.

  • 04

    Meetings

    Fact-finds and reviews booked into the real diary.

  • 05

    Statements

    Balances and statements read back on request.

  • 06

    Payments

    Card payments taken through your own provider.

  • 07

    Consent

    Every consent captured and kept as a record.

  • 08

    Handover

    Anything regulated goes to a qualified adviser.

Built for finance

16 of them, and the list is not the limit.

Hear it answer your line.

One call, on your own number, with your own questions.

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