1ST, a Vertex company, has made its first move into the mortgage arena with the launch of an online mortgage tool providing quotes and sourcing services to advisers.
The tool, Adviser Evolution: Mortgage Edition (AEME), helps client data management and includes central compliance reporting and a new business register. Advisers can also use AEME to find life and general insurance quotes. Frank Eve, managing director of intermediary consultancy Frank Eve Consulting, previewed the tool. He says: “AEME offers a fully integrated straight-through point of sale system which will help the mortgage intermediary increase cross sales, demonstrate a compliant advice procedure and reduce the need to re-key data. “It will also provide mortgage networks with the ...
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