As margins tighten and it becomes harder to generate a suitable return from core activities, more clients are expanding into financial services as a way to protect their income.

This module of Aspasia Cloud allows you to share and manage financial services referrals from your estate agency staff to your mortgage/financial services advisers.

Advisers can then check/track and progress these referrals through to completion.

The integral diary and task management functionality improves communications aspects with specific reports ensuring that the Financial Advisor has the information they require to optimise financial discussions with clients. Customers can also access information by means of logging on to the site and by use of email and text messaging to further enhance the customer service that you can offer.


The financial services pages can be used to log and monitor Web Prospects as well as set up details of Mortgage, Life Assurance and General Insurance leads and sales. Staff can then access these pages and monitor/progress these sales through to completion.

A suite of reports within this area allows you to monitor financial services activity as well as track commission and schedule reviews with clients.