Mortgage Advisers
Reduce admin and keep mortgage cases moving
NX365 helps mortgage firms turn meetings, emails and documents into structured records, tasks and outputs — without relying on disconnected Excel files and manual follow-up.
Problems we solve
Bring heavy case admin together in one place
Mortgage firms often deal with repetitive admin and follow-up. NX365 helps bring all of that together.
- ✕ Heavy case admin
- ✕ Evidence tracking
- ✕ Repeated client communication
- ✕ Manual checklist progression
- ✕ Delayed follow-ups
Benefits
How NX365 helps mortgage advisers
01
Capture into cases
Notes, documents and emails captured into structured case records.
02
Auto-updated checklists
Checklists and activities update automatically.
03
Aligned progression
Case progression aligned across multiple users.
04
Faster comms
Generate standard client communications faster.
05
Fewer delays
Reduce delays and missed actions.
06
One source of truth
Everyone works from the same case record.
Security & governance
Control and consistency built in
- ✓ Controlled access to case information
- ✓ Support for users, devices and Microsoft 365
- ✓ More consistent workflow management
- ✓ Safer handling of sensitive client data