PROVIDER PROFILE: iPipeline

iPipeline provides SolutionBuilder, its protection sourcing solution.

SolutionBuilder is a protection research, quote and apply tool that allows advisers to compare protection needs and share and review their options with clients.

Its 2021 focus remains on protecting livelihoods and building consumers’ financial resilience. This is achieved through raising awareness for the need to protect, supporting mortgage brokers and IFAs with efficiently and effectively initiating and sourcing protection, to streamlining processes with the use of innovative technology.

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TABLE OF CONTENTS

About this report
Executive Summary

CHAPTER 1: Sourcing Systems
1.01: Adviser Research
1.02: Pricing
1.03: Usage
1.04: Coverage
1.05: Additional functionality
1.06: Integrations
1.07: Data

CHAPTER 2: Sourcing Systems - general insurance/protection
2.01: Adviser Research
2.02: Pricing
2.03: Usage
2.04: Coverage
2.05: Additional features
2.06: Integrations
2.07: Data

CHAPTER 3: Sourcing Systems - later life
3.01: The current market
3.02: Pricing
3.03: Usage
3.04: Coverage
3.05: Additional functionality
3.06: Integrations
3.07: Data

CHAPTER 4: Affordability platforms
4.01: Adviser research
4.02: Pricing
4.03: Usage
4.04: Coverage
4.05: Additional functionality
4.06: Integrations

CHAPTER 5: Conveyancing platforms
5.01: Pricing
5.02: Usage
5.03: Additional functionality
5.04: Integrations
5.05: Data

CHAPTER 6: Criteria systems
6.01: Adviser research
6.02: Pricing
6.03: Usage
6.04: Coverage
6.05: Additional functionality
6.06: Integrations

CHAPTER 7: CRM systems
7.01: Adviser research
7.02: Pricing
7.03: Usage
7.04: Integrations
7.05: Additional functionality
7.06: Data

CHAPTER 8: marketing/retention systems
8.01: Pricing
8.02: Usage
8.03: Functionality
8.04: Data

TECHNOLOGY PROVIDER PROFILES
Sourcing systems
Iress
Mortgage Brain
Twenty7Tec
Sourcing systems - GI/protection
iPipeline
Paymentshield
Source Insurance
Uinsure
Sourcing systems - later life lending
Advise Wise
Air Sourcing
Affordability platforms
Affordability Hub
BrokerSense
MBT Affordability
Conveyancing
eConveyancer
The Moving Hub
Criteria systems
Criteria Hub
Criteria Source
Knowledge Bank
CRM systems
360 Lifecycle
eKeeper
Mortgage Magic
One Mortgage System
Smartr365
Trackerhub
Marketing/retention systems
Dashly

COMMENT
Outlook for 2021 for the mortgage advice sector
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