What we offer
Pricing PlansOptibroker Packages
| Generic Package | Personalised Package | Bespoke Package | |
|---|---|---|---|
Set UP Buy Now£0 |
Set UP Buy Now£750 |
Set UP Buy Now£5000 |
|
| Principle account | £70 per month | £70 per month | £70 per month |
| Includes one administrator licence | |||
| Adviser account | £70 per month | £70 per month | £70 per month |
| Please note no additional charges are payable unless indicated Includes |
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| Includes one administrator account | |||
| Administrator account | £15 per month | £15 per month | £15 per month |
| Optibroker colours and Logo | |||
| Personalised colours and Logo | |||
| Optibroker Emails | |||
| Personalised Emails from Broker | |||
| Optibroker Text Messages | |||
| Broker own text messages | |||
| Cartoon Avatar | |||
| Generic Avatar | |||
| Personalised to firm | |||
| Firm Avatar | |||
| Broker Avatar | |||
| G I personal assistant | |||
| GI Cartoon Assistant | |||
| Personalised to firm | |||
| Christmas/Birthday/easter Mothers day/ Valentines / Thankyou emails | |||
| The vault (cost neutraliser) | |||
| Auto quote facility GI | |||
| Auto quote facility Term | |||
| With optional video | |||
| Bespoke email of video for messages | |||
| Bespoke advertising banner | |||
| Communications Systems | |||
| API Intergration with Zoom | |||
| Api Intergration with Go to meetings | |||
| API intergration with Teams | |||
| Mortgage Sourcing | |||
| API Intergration with Trigold | |||
| Mortgage Apply functions | |||
| Trigold Connect | |||
| EIDV/AML Systems | |||
| Intergration with Thirtford | |||
| Intergration with opensourcing | |||
| Integration with Pep and Sanctions search | |||
| Integration with customer identification | |||
| Integration with Biometric authentication | |||
| Payment systems | |||
| Integration with Stripe # | |||
| Protection Life and Cic | |||
| Integration with Ipipeline ~ | |||
| Integration with the exchange | |||
| Personalise the System *PLEASE NOTE AN AMOUNT IS DEDUCTED FROM EACH TRANSACTION IN ORDER TO PAY FOR THIS FACILITY THIS IS CURRENTLY 3% OF THE TRANSACTION VALUE |
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| Personalised API | |||
| Fact Find Modification | |||
| Avatars Cartoon | |||
| Avatars People | |||
| Personalised Avatars | |||
| Protection General Insurance | |||
| Integration with Paymentshield | |||
| Integration with Uinsure | |||
| Adapted sales process | |||
*please note that you may need to pay an additional licence fee of £10 per user for The exchange or £15 per user for Ipipeline . All fees are monthly and paid direct to provider. All prices exclude VAT