The best client care is proactive. Getting in touch before a fixed rate rolls off builds trust; getting the call after the bank's letter arrives does not. Intella puts those moments in front of you every time you log in.
What needs your attention
- Fixed terms and interest-only periods expiring in the next 90 days
- Pre-approvals about to lapse
- Annual reviews coming due
- Stalled applications with no update in 14 days or more
Each one is a click away from the client list behind it.
Your pipeline at a glance
New leads, lender submissions and settlements are tracked over 30 days, 3, 6 or 12 months, with a breakdown by loan type.
Tools for ongoing care
- Extra Care flags highlight clients who need more support, with notes and a follow-up date.
- Annual reviews are scheduled and tracked against each client.
- The client portal lets clients complete their fact find, upload documents and follow their application's progress.
Less firefighting, more retention, and clients who feel looked after.
