Technology

Revolution Point of Sale System

An all encompassing and complete business solution for the financial services industry. This innovative software system has been developed to enhance all areas of your business from lead generation and sales progression through to business processing and customer retention.

Key features of the system:

  • Third party sourcing integration for mortgage & protection products
  • E-referral functionality for conveyancing, wills and surveys
  • Lead generation management
  • Business processing
  • Extensive CRM functionality
  • Compliance monitoring
  • Comprehensive management reporting
  • Commission and fee tracking
  • Branded marketing design tool
  • Interactive client website
  • Referral & tracking website for introducers
  • Full document management
  • Online and telephone based support
  • Tiered access levels providing security for business sensitive information

Revolution is designed to sit at the hub of the business, providing you with the opportunity to manage the day to day running of your organisation in the most effective way. All aspects of the business can utilise the same valuable data, thereby significantly increasing productivity and improving efficiency.

Powerful management reporting provides the means to analyse trends, improve processes and develop where necessary to maximise the profitability of the business.