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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
Sonar is an innovative platform for mortgage experiences driven by AI, functioning as a sophisticated loan origination system that streamlines intricate mortgage workflows and merges point of sale LOS, customer relationship management, and pricing engine capabilities into one cohesive cloud-based solution designed to minimize manual processes and enhance operational efficiency. This allows teams to efficiently manage interactions with borrowers, monitor referral partners, handle pricing and approvals, and expedite loan closures through automated communications, compliance monitoring, and real-time teamwork. Additionally, its intelligent agents empower users to perform tasks using natural language commands, eliminating the need to sift through menus, and it seamlessly integrates with existing infrastructures and automated underwriting solutions from Fannie Mae and Freddie Mac. Moreover, the platform provides customizable workflows, mobile access, white-labeling options, and top-tier security and scalability, enabling lenders and brokers to function at a higher level of productivity. As the mortgage industry evolves, Sonar continues to adapt and enhance its features to meet the changing needs of its users.
API Access
Has API
API Access
Has API
Integrations
CrowdStrike Falcon AIDR
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Advise Wise
Founded
2019
Country
United Kingdom
Website
advisewise.com/platform/
Vendor Details
Company Name
Sonar
Country
United States
Website
www.yoursonar.com
Product Features
Mortgage and Loans
Amortization Schedule
Client Database
Closing Documents
Commercial Mortgages
Contact Management
Credit Reporting
Customer Statements
Document Management
Electronic Applications
Government Loans
Loan Origination
Loan Servicing
Pipeline Management
Pre-Qualification
Refinance Management
Residential Mortgages
Product Features
Mortgage and Loans
Amortization Schedule
Client Database
Closing Documents
Commercial Mortgages
Contact Management
Credit Reporting
Customer Statements
Document Management
Electronic Applications
Government Loans
Loan Origination
Loan Servicing
Pipeline Management
Pre-Qualification
Refinance Management
Residential Mortgages