impactPortal is the only resource you’ll need for placing, sourcing, and tracking your cases.
This user-friendly CRM system provides you with control of your clients’ applications. Our system has a host of features to help save you time and assist in managing your cases throughout the application process.
Our award-winning technology allows you to track all your cases from simple enquiries all the way through to completed applications.
Note: impactPortal no longer supports Internet Explorer. We advise that you use Google Chrome, Mozilla Firefox or Microsoft Edge for maximal compatibility and performance.
Key Features
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Decision In Principles - A fully interactive Data Capture form, which when completed with all the relevant information, will enable us to attempt to obtain a decision in principle from our prospective lender(s) quickly and efficiently. |
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Live Sourcing - Specialist sourcing powered by MortgageSource technology, provides you with every eligible product for your client as soon as your DIP has been completed. You can generate compliant KFIs and evidence of research for every product that you source. In addition, this is FREE! |
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Pre-Populated App Forms - Once formal terms have been issued by a lender for your clients, you can download a pre-populated lender application form. This will save you time. The form will be pre-populated using the information supplied to us with the DIP. The form provided is an editable PDF which allows you to input any supplementary information required / requested to support your application. |
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Document Uploads – You are able to upload Credit Files, Income Verification and any other supporting documents to your clients’ application quickly and easily. A straightforward, user friendly tool to pass documents to us for review. Note - No email size limit restraints and available 24/7. |
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Real Time Updates - Automated email and text updates when your Enquiry/DIP/Application reaches certain stages. You can Login anytime to see the latest information and status of your application. Our system provides you with the most up to date real time information and status. |
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Built for You. - Our system has been built with Mortgage Intermediaries in mind. Once registered you will benefit from real time updates to keep you informed. Alternatively you will have your own login, allowing you to view the most up to date status of your clients’ application. During the application process you can add notes and documents quickly, so saving you time and unnecessary expense. |
Approved Packager for:
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Contact Details
Impact Specialist Finance
20 Barttelot Road
Horsham
West Sussex
RH12 1DQ
Phone: 01403 27 26 25
Horsham
West Sussex
RH12 1DQ
