OnlineApplication Reviews & Product Details

All information from clients is gathered on one portal.

Can generate fact find easily.

Generating the signature pages/declarations for some banks is a great feature.

Compliance feature is good. Packaging is good

Our suggestions are listened to and actioned Review collected by and hosted on G2.com.

not being able to re-open a case that's closed.

Labelling documents so as to make them easy to package is labourious

Quality of some photos uploaded by clients is poor but system still accepts it Review collected by and hosted on G2.com.

reducing paper files

customer friendly

speeds up the process

audit trail of key processes and steps

reduces likelihood of human errors

improves aml/ fraud controls with authentification checker

openness of OA team to new ideas, willingness of team to help

Great enhancements on reporting side Review collected by and hosted on G2.com.

unsure of quality control over rates

more connectivity with lenders platform - straigh through processing

not integrated with all products and isnt a full CRM system so still need to use other CRM tool

strengthened compliance checklist section so can replace any manual checks

possible integration of a quality checker/ test?

visibility of any system testing to ensure that no errors in data feeds/ system behaviour?

No intergration with other financial planning propositions Review collected by and hosted on G2.com.

The ownership of the information provided is back on the client. Having the system also filters out timewasters against clients who willing to input and upload. Review collected by and hosted on G2.com.

The fact that i cannot upload documents to be included in the docusign envelope being sent to clients. Therefore, I do not use the docusign feature on online application as our company have compliance documents that we get complete at the outset. Review collected by and hosted on G2.com.

the information that is gathered from clients gives us a good background and provides us with most of the information prior to assesing the case properly when clients start uploading documents Review collected by and hosted on G2.com.

Few bugs but usually are fixed fast and effieciently Review collected by and hosted on G2.com.

It is easy to use and very efficent. The team are easily availible and great to deal with. They are very helpful and very informative. Review collected by and hosted on G2.com.

Nothing at tbhe moment as all is working well at this moment in time. Review collected by and hosted on G2.com.

easy to use and client friendly. making it easier to submit to lenders. Review collected by and hosted on G2.com.

some teething issues with new updates but they rectify it asap when noted. Review collected by and hosted on G2.com.

Online applications has made the Mortgage process a lot easier, it is a one stop shop for uploading documents and has cut out teh need for back and forth with customers Review collected by and hosted on G2.com.

As a start up there are still some teething issues but they are usually fixed quickly Review collected by and hosted on G2.com.

User friendly, professional presentation, lots of functionality Review collected by and hosted on G2.com.

Lack of CRM - so much information being gathered and would like to be able to utilise this as a one-stop place to avoid the need for a seperate system Review collected by and hosted on G2.com.

The progressions tabs that show on a scale of 1 - 100 how much is left to do, makes its very clear to both the clients & Brokers what is needed. Review collected by and hosted on G2.com.

Combining the application documents can be slow. Review collected by and hosted on G2.com.

The ability to collect and hold customer information for packaging of mortgage applications without the need for paper dense files . Review collected by and hosted on G2.com.

Can sometimes be glitchy on some applications and it can be hard to figure out the cause of the issue without engineer intervention . Review collected by and hosted on G2.com.