Log In
Using the newest technology to assist your business
Technology is a vital part in allowing our advisers to work with their customers effectively. We have partnered with Twenty7Tec to offer a complete CRM system, including electronic factfinds, full reporting suite, mortgage and protection sourcing, full client portal and many more.
We use the Twenty7Tec Velocity sourcing platform, allowing advisers to quickly and compliantly source for mortgages, produce documents and progress to decisions in principle or full mortgage application. The sourcing system is fully integrated into our CRM system, which allows a streamlined and efficient process. We use SolutionBuilder (one word) for protection research. We also have a strong relationship with both LifeQuote and UndewriteMe, providing us a strong proposition for Protection. We provide you with the tolls to research the market for the best customer solutions. Our close relationship with a state-of-the-art electronic ID Verification system that makes the process of confirming the clients identity simple and easy.
Your Partner in Success
Experience - Supporting our advisers since 2006
Whole of market Mortgage & Protection advice
Currently supporting over 140 individual advisers
Fully independent Financial Planning proposition
Join Us
About the Network
So what technology systems do you use?
What does the future use of technology look like within Rosemount?
I still like to use paper, does this mean you won't take me on?