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BMSolutions

BMSolutions
What can the system do for you?
 
This great new development will add immense benefit to our members as customer data from the Toolbox factfind will be passed over to the BM Solutions Point of Sale system where it will then be used to obtain a lending decision for the client. All of the information regarding your customer's previous addresses, employments, income, expenditure, assets and liabilities will appear inside the BM Solutions Point of Sale system. Not only will this reduce the time it takes to obtain a decision from Birmingham Midshires but it will also reduce the chance of data being incorrectly entered.
 

Benefits of Using Toolbox

  • Reduce inputting time
  • Pre-population of BM Solutions AIP
  • Direct links to lender website
  • Swift and accurate 
     

Getting Started Guide
 
Click here for the Getting Started Guide
 

Useful Contact Numbers
 
PTFS Customer Services - 0121 767 1000
BM Solutions Helpdesk - 0845 850 5000
 

It's really easy to take advantage of this great new system, simply log onto Toolbox, complete the client fact find and your data will automatically pull through to the BM Solutions AIP!
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Personal Touch Financial Services Ltd is authorised and regulated by the Financial Services Authority. Registered in England & Wales No.3406454. Trinity 3, Trinity Park, Solihull, Birmingham, B37 7ES. All calls to and from Personal Touch Financial Services Limited are recorded for training and monitoring purposes. This website is for intermediary use only and is not intended for the general public.