COIN Mortgage

COIN Mortgage is the next generation of COIN Office solutions, encompassing web-based technology and bringing with it a fresh new look and feel to the way you work.

Fully integrated with COIN Office, COIN Mortgage provides an end-to-end platform for mortgage brokers and financial advisers, designed to tackle the challenges of a mortgage business head on.

COIN Mortgage features at a glance:

• single data capture point for all client information
• powerful product research and loan comparisons
• built-in tools to help meet regulatory requirements
• seamless online loan processing*
• automated loan status tracking from a single view
• fully hosted solution leveraging robust technology infrastructure

Financial advisers – diversify with mortgage advice

In a competitive industry you need to work smarter to maintain your edge. With the right technology, you can not only streamline your advice process, but also diversify your business by expanding the services you offer – helping you to secure greater ownership across a broader client base.

Not just another software package, COIN Mortgage is a comprehensive solution to help you integrate mortgage advice into your financial planning business.

Mortgage brokers – power your mortgage business

The mortgage broking industry is changing. It is no longer enough simply to settle your clients’ loans successfully. You need to be a smart operator in an increasingly competitive marketplace – with the tools to manage your compliance obligations in response to National Consumer Credit Protection (NCCP) legislation.

As your industry evolves, do you have the right platform in place to build your business and maintain your competitive edge?

Developed with brokers for brokers, COIN Mortgage is a powerful platform that drives efficiencies across your business while providing tools and templates to facilitate compliance with new NCCP requirements.

Fully integrated within COIN Office, providing access to referral management and marketing campaign tools, COIN Mortgage isn’t just another software platform – it’s smart technology developed to support your business as it grows.