Software and Systems

Like professionals in all fields, mortgage brokers need the right tools to serve clients effectively, and at Echo Finance, we provide all of the software you could possibly need.

Here you will learn what applications and systems we will place at your fingertips if you join the Echo team, from industry-standard mortgage sourcing tools to a market-leading CRM.

Platforms we use for product sourcing

We are a whole-of-market mortgage brokerage, and as such, will only provide our advisers with sourcing tools that reflect this, or are at least representative of the entire market.

Our brokers use the following platforms to find the best deals for Echo customers.

• XPLAN: We grant all of our advisers access to XPLAN - a leading financial advice platform tailored to meet the needs of brokerages of our size - for sourcing all of their residential and investment mortgage products as well as protection policies.

• Air Sourcing: If you join us as an equity release adviser, you will have access to Air Sourcing, a later life lending platform that uses the latest financial tech to empower professionals in this field and allow them to source the latest deals for clients.

• UnderwriteMe: Echo advisers can access this platform to source protection insurance deals for their customers, including life insurance, income protection and critical illness cover. This can be used in conjunction with XPLAN.

• Assureweb: An additional sourcing tool for protection insurance policies that can be used alongside XPLAN and UnderwriteMe.

• SortRefer: A platform our advisers can use to refer business to solicitors while arranging a mortgage for the same client.

How we access mortgage criteria

All Echo Finance advisers will be added to our Legal & General Ignite account when they join our team so they can access the latest mortgage criteria while speaking to clients.

Ignite is a whole-of-market mortgage sourcing and research platform that includes:

• Affordability calculators for residential and buy-to-let mortgages

• Criteria information for mortgages, bridging finance and other products

• Product information from lenders across the market

• Property criteria so advisers can look up which lenders accept each type

In addition to Ignite, some of our self-employed mortgage advisers use other platforms for sourcing criteria, but your membership to Ignite will be covered by Echo.

Software we use in-house

Echo Finance advisers are required to use Google Workspace for all of their basic day-to-day admin, communication and productivity requirements.

We add advisers to our shared Google Drive so they can access:

• Calendars

• Emails

• Online storage

• Notes

• Docs

• Sheets

• Video calling

• And more

Echo also provides its advisers with a RingCentral license for those who wish to use it as their business phone system for calling clients, lenders and other firms.

Our bespoke customer relationship management (CRM) system

The jewel in the crown of our software offering is our bespoke customer relationship management system, Echo CRM. This was built by us in-house, created for mortgage brokers by mortgage brokers to ensure it is tailored to meet their every need.

Echo CRM can provide mortgage advisers with:

• Suitability reports in under five mins

• Built-in mortgage sourcing tools

• Text messages and emails to clients simultaneously

• Integrated mortgage calculators

• Everything you need on one centralised system

• Continuing Professional Development (CPD) tracking

• All of your lead and cases information at the click of a button

• KPI and sales report tracking

Want to find out more about the software and systems we provide for our mortgage advisers? Get in touch for an informal chat about life at Echo Finance.