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Very easy to use and straightforward software. I have also got 'the exchange' which is for the protection quote. This is also very easy to use. The illustrations and product list are automatically saved. The system automatically produces the case requirements and there is option to add notes and additional documents too. Easy to add different sets of broker fees and create an illustration. The filters are excellent and very helpful in identifying the most suitable product for the client. Review collected by and hosted on G2.com.
Preferences questions might affect the sourcing results. Selecting wrong preference options can cause some lenders disappear from the sourcing results. Review collected by and hosted on G2.com.
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