Mortgage adviser: keep client work and business admin together
Keep your client work and the ordinary business details of mortgage adviser work in one place: contacts, locations, reminders and payments.
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Features
Keep the business side moving
Keep the practical business side of mortgage adviser work connected, from the next booking through to payment.
Calendar
See your client work, locations and the next part of the day in one diary.
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Your own enquiries
Use your own channels for mortgage adviser enquiries, then organise suitable accepted work in Offlico. Local customer requests are not currently available for this role.
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Online booking
Let people request mortgage adviser work without a chain of calls and messages.
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Client records
Find contacts, previous mortgage adviser work and everyday business notes together.
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Automatic reminders
Remind people about agreed work before an avoidable gap in the day.
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Tap to Pay
Take a contactless payment on a supported phone without a separate card reader.
ExploreMade for work on the move
The work is specific. The admin should be simple.
Mortgage advice meetings need the client's buying or remortgage stage and relevant financial documents, with follow up steps recorded distinctly.
Home, workplace or agreed meeting venue
Arrange a private mortgage advice conversation at the right stage of the purchase and use a secure route for financial papers.
Book the next application or review call and keep affordability figures and lender documents within the adviser’s regulated process.
The practical difference
One booking. Every part connected.
Booked mortgage adviser work is more than a time slot. The contact, location, agreed work and follow up need to stay together.
See the complete workflowPlan the work
Arrange a private mortgage advice conversation at the right stage of the purchase and use a secure route for financial papers.
Keep the right contact
Keep the booking, location and ordinary business contact details where you can find them.
Finish and follow up
Book the next application or review call and keep affordability figures and lender documents within the adviser’s regulated process.
Explore the details
Find the part you need
Explore the wider Offlico toolkit
See the general features and choose the parts that fit your work.
Frequently asked questions
A few things worth knowing
Is this useful for mortgage adviser work away from a fixed desk?
Offlico keeps ordinary booking, location, contact and payment details available around a mobile working day.
Does Offlico replace specialist tools?
Offlico handles ordinary scheduling and business admin. Keep confidential client material, formal advice and regulated records in the appropriate professional systems.
Can I try Offlico before committing?
Start with a free trial and see how the everyday workflow fits your own way of working.
Offlico for mortgage adviser work
Make the next working day easier to run.
Bring your diary, contacts, reminders, payments and ordinary admin into one place.