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Mortgage Professional

Maximise distribution and reduce costs, with a single platform

How do you increase your distribution and gain competitor advantage? These are challenges faced by everyone on the mortgage industry – and where Avelo can help. We provide strategic solutions that help you hit those challenges head on, delivering measureable and tangible results.

At the heart of our offering is the Avelo multi-channel mortgage point-of-sale platform. This can transform the entire process for mortgage professionals such as mortgage brokers, intermediary networks and IFAs, and represents a genuine leap forward in the market.

Our mortgage point-of-sale platform can also provide seamless integration to your back-office systems for customer, product data and case tracking. This provides you with all the relevant information you need to make the most of every sales opportunity. We help to make the sales process as smooth as possible through the integration with mortgage sourcing systems such as Trigold and Mortgage Brain for mortgage quotations and our own Avelo Exchange Portal for associated insurance products.

The system includes a set of pre-configured, best-practice mortgage sales processes and functions which facilitate rapid deployment, reduced costs and reduced project risk.

We looked at all the obvious players and Avelo came through with flying colours as a capable committed partner. They have a deep understanding of financial services distribution. This manifests itself in a quality end result delivered to the right timescales. The most productive technology project I have ever commissioned.

Kevin Ronaldson, Group Marketing Director
Intrinsic Financial Services

Size matters

Our platform

  • Is used by several major banks/building societies clients
  • Has around 40,000 registered users
  • Offers enterprise-class solutions and excellent delivery track record
  • Delivers solutions covering all distribution channels
  • Handles all mortgage types, including mainstream, complex and off-set
  • Is currently responsible for 1 in 4 UK mortgages
Avelo is a high net worth mortgage specialist. Their solutions include the latest .NET Content Management System that enables fast updating of all pages. This includes RSS feeds and blogs for keeping you up to date plus calculators to help you do your own "what if?" scenario planning.

Private Finance

Our solutions

Avelo Mortgage Sales &Originations

Our innovative mortgage solutions can help you manage the entire mortgage sales process, from initial customer enquiry through to application submission. Our solutions provide:

  • Multi-channel distribution covering the full spectrum of channels, from mobile or branch, to call centres, consumer internet and intermediary.
  • Rapid deployment, minimal cost - significant out-of-the-box functionality means that you can be up and running and differentiating your proposition across all distribution channels, with minimal cost and rapid time to market.
  • Integral MCOB compliance - supports fully compliant advised and non-advised mortgage sales with integrated insurance and protection cross sales
  • Straight-through processing – automating your mortgage sales and originations processes and driving out costs
  • Pre-plugged integration to mortgage industry sourcing tools such as Trigold and Mortgage Brain
  • Seamless integration to your back-office system for customer, product data and case tracking. This will help you make the most of every sales opportunity by ensuring all the relevant information you need is at your fingertips.
  • Our integration with mortgage sourcing systems, for mortgage quotations, and our own Avelo Exchange Portal, for associated insurance products, provide a seamless and comprehensive sales experience

    • Click here to find out more

Avelo Exchange Portal

The Avelo Exchange Portal covers life, protection, retirement planning, savings and investments, annuities, mortgages, equity release and general insurance. It provides:

  • Quotations, electronic new business and tracking messages, electronic valuations and commissions
  • Access to the vast majority of the intermediary market, including panels. Which means providers/manufacturers have the ability to significantly increase their distribution
  • Reduced costs – by delivering straight-through-processing and electronic trading directly into your systems
  • A fair and consistent comparison platform – to help you run a compliant business
  • Efficient, secure and scalable delivery of your products to partners and intermediaries
  • A proven and cost efficient route to market for new and existing products

    • Click here to find out more

Avelo Client & Practice Management

We provide client & practice management solutions for 18,000 users and over 1,250 firms. We also support a wide range of business models, from mortgage brokers, intermediary networks and IFAs. Our solutions provide:

  • Single view of all customer information, holdings, activity and documentation.
  • Customisable workflows to enable operational efficiencies and reduce costs
  • Pre-plugged integration with our Exchange Portal and third party systems and platforms which help drive out implementation and operational costs
  • Electronic data aggregation – quotations, new business applications and tracking, commission and fees, valuations and transaction histories. This dramatically improves your productivity, efficiency and customer servicing
  • Customer profitability measurement – helps you focus on the most profitable customers and identify the ones that need you may need to engage with more cost effectively.
  • Market leading client reporting – our bespoke design facilities means you can provide your customers with information in the way they want to see it

    • Click here to find out more



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