Web manager: An online portal for your investors and borrowers.
The system was designed with the specific needs of MICs and private lenders in mind. Built with over 10 years of hands on experience working with some of Canada’s leading MICs, Dolphin’s Web Manager is the perfect balance of simplicity and functionality.
Integration with Dolphin’s flagship product, Web Manager, means you will never have to double enter your data again. Web Manager integrates with MIC Manager so that you minimize your risk while increasing data integrity and work efficiency.
Features
Seamless integration with Dolphin’s mortgage administration system
Faster & more convenient – access account information anytime
24/7 online access to statements and balances
CRM2 compliant
Allow your investors to update Know Your Client (KYC) requirements
Safer & more secure – no account data is sent over email and no paper statements sit in your mailbox
Environmentally-friendly – save paper while reducing costs
Update client details
Real-time portfolio analytics
Contact Us
609-850 West Hastings Street, Vancouver, BC V6C 1E1 • Office (604) 685-6721
For inquiries, contact Dolphin: [email protected]