360 Dotnet
Award-winning CRM platform empowering UK mortgage and insurance advisers to grow their business.
Overview
360 Lifecycle (trading as 360 Dotnet, registered company number 04631133) is a UK-based practice management and CRM software company built specifically for mortgage brokers and protection insurance advisers. Originally developed by the Lifetime Group in 2008 to solve the challenge of customer-centric advice management, the platform was spun out to serve the wider market and has since become one of the most widely adopted adviser technology platforms in the United Kingdom.
The company\s mission is to streamline the end-to-end advice journey -- from lead capture and client onboarding through to mortgage and protection recommendations, compliance management, and ongoing client relationship nurturing. The platform integrates with major mortgage sourcing tools (Mortgage Brain, Twenty7Tec), protection sourcing platforms (iPipeline, UnderwriteMe), and general insurance solutions (Uinsure, Paymentshield), enabling advisers to manage clients, pipelines, and compliance workflows in one system.
360 Lifecycle serves over 6,000 users across more than 2,000 brands -- ranging from large national networks to small independent brokerages. The platform has facilitated over GBP 365 billion in mortgage lending since 2010 and generated over 2.2 million FactFinds since 2015. It has won recognition as Best Technology Provider by industry bodies for its innovative use of data and client engagement tools.
Products & Services
FactFind
A full end-to-end client-facing digital fact-find solution that captures client financial data online, enabling advisers to gather detailed information prior to meetings.
Key Features
- Web-based client completion at any time and device
- Seamless data transfer to Advisor and Office modules
- Integrated mortgage and protection sourcing
- Built-in cross-selling prompts
- Direct application submission (one-click apply)
Target Users: Mortgage and protection advisers
Advisor
The core client relationship management module that enables advisers to manage clients, track appointments, and progress cases through the advice pipeline.
Key Features
- Lead management and opportunity tracking (Hotbox)
- Appointment diary and task management
- Pipeline and case progress management
- Automated review triggers and notifications
- Client portfolio records and history
Target Users: Mortgage and protection advisers
Office
An administration and back-office management module designed for practice managers and support staff to streamline day-to-day operations.
Key Features
- Workflow and task administration
- Reporting suite and management information (MI)
- In-built marketing tools and templates
- Business register management
- GDPR compliance tools
Target Users: Practice managers, admin staff, compliance officers
Client Portal
A secure digital portal allowing advisers and clients to interact, share documents, and track application progress in real time.
Key Features
- Bank-level security for document sharing
- Action requests and client messaging
- Application status tracking
- GDPR-compliant data capture
- Cross-selling opportunity prompts
Target Users: Advisers and their end clients
Accounts
A commission management and payment administration module that automates adviser compensation calculations.
Key Features
- Flexible bonus structure configuration
- Direct debit and BACS payment management
- Commission reconciliation
- Payment rule customisation
- Payslip and statement generation
Target Users: Practice managers, accounts teams
At a Glance
- Founded
- 2008
- Headquarters
- Leicester, England, United Kingdom
- Employees
- 11-50
- Funding
- Bootstrapped
Category & Focus
- Category
- Distribution Technology
- Subcategories
- CRM Practice Management Client Engagement Commission Management
- Insurance Verticals
- Protection Life General Insurance
- Target Customers
- Mortgage Brokers, Insurance Advisers, Financial Advisory Networks, Mortgage Networks
Customers
- HLPartnership
- Quilter Financial Planning
- New Leaf Distribution
- Alexander Hall
- SimplyBiz
- Lifetime Group
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Last updated: 2026-04-01