Mortgage cases, adviser activity, fees, commissions, tasks and renewals all needed to be visible in one clear operational view.

Avellio configured the Sales & Operations Platform around Blossomfield's workflow — case pipeline, client records, structured fact-find, proc-fee calculations, insurance and referral income, tasks, calendar, renewals and management reporting.

Built for Blossomfield Mortgages. Production status and measured outcome figures will be added once confirmed. Product page →