Bank of China

impactPortal is the only resource you’ll need for placing, sourcing, and tracking your cases.

This user-friendly CRM system provides you with control of your clients’ applications. Our system has a host of features to help save you time and assist in managing your cases throughout the application process.

Our award-winning technology allows you to track all your cases from simple enquiries all the way through to completed applications.

Note: impactPortal no longer supports Internet Explorer. We advise that you use Google Chrome, Mozilla Firefox or Microsoft Edge for maximal compatibility and performance.


impact portal Login

login to impactPortal

impact portal Register

register to use impactPortal

Key Features

   
Mortgage Packager Decision In Principles - A fully interactive Data Capture form, which when completed with all the relevant information, will enable us to attempt to obtain a decision in principle from our prospective lender(s) quickly and efficiently.
   
Mortgage Packager Live Sourcing - Specialist sourcing powered by MortgageSource technology, provides you with every eligible product for your client as soon as your DIP has been completed. You can generate compliant KFIs and evidence of research for every product that you source.  In addition, this is FREE!
   
Impact Money Group Limited Pre-Populated App Forms - Once formal terms have been issued by a lender for your clients, you can download a pre-populated lender application form. This will save you time. The form will be pre-populated using the information supplied to us with the DIP. The form provided is an editable PDF which allows you to input any supplementary information required / requested to support your application.
   
Impact Money Group Limited Document Uploads – You are able to upload Credit Files, Income Verification and any other supporting documents to your clients’ application quickly and easily. A straightforward, user friendly tool to pass documents to us for review. Note - No email size limit restraints and available 24/7.
   
Mortgage Packager Real Time Updates - Automated email and text updates when your Enquiry/DIP/Application reaches certain stages. You can Login anytime to see the latest information and status of your application. Our system provides you with the most up to date real time information and status.
   
impactPortal Built for You. - Our system has been built with Mortgage Intermediaries in mind. Once registered you will benefit from real time updates to keep you informed. Alternatively you will have your own login, allowing you to view the most up to date status of your clients’ application. During the application process you can add notes and documents quickly, so saving you time and unnecessary expense.
   

Approved Packager for:

Legal and General
PRIMIS
Stonebridge
SimplyBiz
TMA Mortgage Club
Sesame
FYB Network
Mortgage Intelligence
Mortgage Next
PMS

 

Contact Details


Impact Money Group Limited

Impact House
24 Carfax

Horsham,
West Sussex
RH12 1EB

Phone: 01403 27 26 25