*SolutionBuilder is integrated with a number of industry CRMs, offering a straight-through process, pre-populating applications with client data.
These integrations include: The Key, 360 Lifecycle, Intelligent Office, Mortgage Source, CURO, Finplan, Smartr365, SSP Adviser, Mortgage Keeper, IFAC, OMS and more.
“I have been using iPipleline for 6 years now and find the system very streamlined and user friendly which allows new users to master within no time. I can gather information very swiftly and provide my clients with a 5 star service. Although I use a lot of their features daily, I’d like to highlight the customer service from their support team. They are always willing to go above and beyond to assist with any query or when providing information on new features to help my protection business grow.”
Joseph Lamb, HomeLoan Partnership