The integration enables advisers to retrieve details including title and tenure, energy performance ratings, flood risks, planning restrictions and more.
Adviser IQ has added property data to its customer relationship management (CRM) platform, allowing mortgage and protection advisers to access property information directly within client records.
The integration enables advisers to retrieve details including title and tenure, energy performance ratings, flood risks, planning restrictions, sold prices, valuations and rental figures without using a separate property data service.
Advisers can search for a property by address and access the information alongside the client’s case, fact find and supporting documents.
Lewis Maxwell (pictured), founder of Adviser IQ, said: “Advisers kept telling us the same thing. They had one system to run their business and another just to look up a house.
“That never made sense to me. The property is at the heart of almost every mortgage case, so the information about it should be right there with the client.
“This is about giving advisers time back and taking a cost off their desk.
“If a firm no longer has to pay for a second tool, that’s money back in their pocket every month.”
