Designed by brokers for brokers
- Lets Prove it

What we do

Feature and Benefits Optibroker System

Multileveled systems
  • Multilevel access
  • Customers get there own portal
  • Administrators get there own portal
  • Advisers get there own portal
  • Principals get here own portal
  • Network’s get there own portal

Everyone’s involved in the mortgage journey have different needs ,Optibroker has been designed to meet those needs.

Security

All messages, documents and files stored with OptiBrokerare done using Advanced Encryption Standard AES256. The servers we use are Amazon AWS and all data is stored in the UK.

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Cost

OptiBroker, provide what we think is a fair cost effective solution for your business, we have added the ability for you to neutralise the brokers and principle licence fees in many areas of the system. We have Advisers and principles on the system today WHO have the technology paying for itself.

This is cost effective solution for your business with the added ability to neutralise the licence fee. That’s right we have Advisers and principles on the system today WHO have all costs of running the system neutralised and as such have the technology paying for itself.

Choose your Insurance Sourcing

  • Trigold – exchange
  • Ipipeline
  • Paymentshield
  • Uinsure
or all three we don’t mind.

Have total flexibility to choose who you want to source through, apply through .The choice is yours to make.

Sales Aids

This allows you to personalise the conversation with a huge level of accuracy and have the tools available in seconds to assist in this process.

This allows you to personalise the conversation with a huge level of accuracy and of course bespoke to the client you are having the conversation with .

Auto Quote

Optibroker has the facility to quote clients annually for Life , Critical illness , Income protection and GI . The input from the adviser is nil and knocks the obligation under CP21 and fairvalueframework out of the park

The system has an auto quote facility for 9 variances of income protection which is provides and personalised to your client in 1 second. Allowing you time to actually have the conversation