Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
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