The search facility enables the broker to pinpoint a particular remittance by entering any of the following information: adviser name, date range, client name, or a lender reference policy number.
The broker is also able to search for either mortgages or other income business. Once the search is complete, the broker is then able to export the data into a spreadsheet.
Kay Leslie, network services director at Pink, says: “We are delighted to offer this tool that will be beneficial in assisting brokers in managing their finances.