Momentum
Momentum is your complete client management system. Momentum users are Mortgage Brokers and IFAs who run their sales and client management from this central system. Momentum can be used by anyone from the individual advisor to an entire mortgage network to ensure sales and compliance processes are followed, tracked, reviewed, and reported on. You will be impressed with the simple ease-of-use of a system which can do so much for your business. No installation is necessary and you can access all your cases securely from anywhere with an internet connection. The system is integrated with mortgage sourcing on Prospector, WebTools, and many other quotation systems. A free 30 day trial is available to all new users – Get yours today.
Case Management and Tracking	Monitor your pipeline and make everything is done to complete a case as soon as it can be.
Manage Contacts	Your clients are your business. Make sure you know who is who and keep in touch.
Tasks and Calendar	Helping you to run your business efficiently – don’t let things be forgotten.
Fact Find on or off line	Whether you are in the office or out with a client you can complete a full fact find for use in Momentum or for transfer to Prospector for sourcing.
Documentation Management	Stay on top of what was produced when and if there are any documents still outstanding for a case
Reporting Suite	Whether for compliance or business management, the reporting suite will get you the information you need in minutes.
Complaints Management	Should you receive a complaint make sure you can respond quickly and fully to make sure it is dealt with in the best way possible.
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