Senro Pipeline tracking
Nurturing new applications
SENRO streamlines pipeline management so it is effective, efficient and informative for administrators, advisers, and managers.
Once a client has made a commitment to proceed, the work only just begins. Every new application, whether it is a Pension, Investment or a Mortgage product must be carefully looked after to ensure every task is completed.
Pipeline management at its best
We recognise the different processes required to get new applications on risk or issued, and provide the tools in SENRO to support the pipeline management. Whether you are chasing valuations, medicals or information from existing providers, SENRO reduces the need for manual labour and time allocated to administer each application.
Networks can set up different structures for different AR firms…
MortgageKeeper is a fantastic asset. Having one central information system is so much more efficient than our traditional hard copy files.
Employing eKeeper Group has been profoundly one of our best decisions as a company we have made…
The package is easy to use has shaved hours off the normal time it took to package a case and update the client. I am more than happy to recommend the system
Filter your business pipeline using various options
To help you understand the current position of all your ongoing applications, your business pipelines can be filtered by business type, adviser, source, status and many other options.