Senro Version 3, an upgrade from the Senro mortgage and financial adviser management system, now allows its existing 2,000 users to track and manage client relationships through capturing accurate information.
Soluton4 managing director Michelle King says: “Many advisers are tightening their belts, so the focus has been around finding new ways to reduce the administration burden and affordable methods of lead generation. Senro V3 represents more than just incremental improvements. There is significant new functionality, especially around mortgages.
“ We believe this is the future of mortgage sourcing systems and legacy platforms cannot handle the complexity of certain mortgage accounts.”