Solution4 - The Financial Services Engine

Pipeline Tracking

Nurturing new applications

SENRO streamlines pipeline management so it is effective, efficient and informative for administrators, advisers and managers.

Once a client has made a commitment to proceed, the work only just begins. Every new application, whether it is a mortgage, risk insurance or financial planning product must be carefully looked after to ensure every task is completed.

We recognise the different processes required to get new applications through to settlement or issue, and provide the tools in SENRO to support the pipeline management. Whether you are chasing valuations, medicals or information from existing providers, SENRO reduces the need for manual labour and time allocated to administer each application.

To help you understand the current position of all your ongoing applications, your business pipelines can be filtered by business type, adviser, source, status and many other options.

• Diary Management
• Document Library