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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Advise Wise is an innovative cloud-based platform designed for financial advisers, enabling them to efficiently source, compare, and manage mortgage and equity release products for clients in later life by utilizing advanced filters, integrated property and medical assessments, side-by-side comparisons of plans, and Quick Quote tools for prompt initial estimates. This platform also incorporates a robust CRM system that allows advisers to keep client information, case documents, product searches, and essential fact illustrations securely organized, while also enabling the uploading of various file formats and monitoring case progress in compliance with regulatory standards like Consumer Duty and FCA guidelines. Additionally, it boasts an integrated Fact Find template that automatically fills in client and property details, facilitates the creation of AI-driven Suitability Letters, and allows for seamless submission of Key Facts Illustrations and online applications through API links with lenders; advisers can further select and direct specialist solicitors from within a client's case to streamline the process. With these comprehensive features, Advise Wise empowers advisers to deliver personalized service and maintain efficiency in their practices.

Description

Designed specifically for rental agencies and inspection service providers, this solution enables thorough assessments of property conditions and contents. It leverages the capabilities of modern smartphones, tablets, and cloud technology to enhance your inventory management process. Users can perform complete inventories, as well as in-going, periodic management visits, and out-going inspections. During out-going inspections, you can conduct side-by-side comparisons directly on your mobile device, generating reports that clearly illustrate changes in condition over time. Imfuna Rent delivers detailed property inspection data within hours, allowing for transcribed dictations from your mobile device, and produces fully customized branded reports. Additionally, a complete property report history is accessible around the clock, ensuring that users can always review their inspection data whenever needed. This innovative approach streamlines the inspection process and improves overall efficiency for property management professionals.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based No 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Advise Wise

Founded

2019

Country

United Kingdom

Website

advisewise.com/platform/

Vendor Details

Company Name

Imfuna

Founded

2009

Country

United States

Website

www.imfuna.com/en-us/rent-us/

Product Features

Mortgage and Loans

Amortization Schedule No 
Client Database No 
Closing Documents No 
Commercial Mortgages No 
Contact Management No 
Credit Reporting No 
Customer Statements No 
Document Management No 
Electronic Applications No 
Government Loans No 
Loan Origination No 
Loan Servicing No 
Pipeline Management No 
Pre-Qualification No 
Refinance Management No 
Residential Mortgages No 

Product Features

Rental

Auto / Boat Rental No 
Contract Management No 
Inspection Management Yes 
Inventory Management Yes 
Late Fee Calculation No 
Maintenance Management Yes 
Medical Equipment Rental No 
Multi-Location No 
Online Booking No 
Rate Management No 
Recurring Rentals Yes 
Reservations Management No 
Scheduling No 
Short / Long Term Rental Yes 

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