Broker Technical Specification

Features List

advanced reference automation built-in document scanning voice recording integration address finder and auto address completion real-time online case tracking compliance "random case" check
	commission - auto BACS and cheque facilities integrated credit searching built-in satellite and broker systems lender website directory scalable system for large and small companies both web and windows based system
advanced intelligent forms full marketable membership system optional hierarchy system built in email server for single or mass emailing seamless batched fax automation remote and local access - work from home
	ssl - secure 1024 bit encryption 1000s of built in reports extremely reliable Automatic updates via the web designed with real mortgage and insurance development history
+ Search System Standard Search Advanced Search - virtually any field + Enhanced security Microsoft SQL security Printed/Emailed/Fax documents all stored electronically into the database User and Group security options to all forms, tables and reports Changable menu structure per user and or group ssl 1024 bit web system Audit system on many forms down to field change level, with who made the changes, dates of changes, plus the user and machine name who made the changes, plus what the original values where and are now + Branding System Branded to your company Front Page Product Exclusives for Brokers Front Page Company Advert + Advanced Update/ Underwriting Automatically pre-populated with packaging items Task Management / Diary system Notes / History Case progress status Conditions & outstanding items Automatic Reference Generator Paper File Record Card Reports Integrated automatic mail merge system + Solicitor / Valuer Name and Contact details Pricing details Law Society Links + Accounts / Commissionns Automatic Broker Statements Automatic Cheque run Payment system Lenders income reports Allows split income & outgoing payments + Compliance Traffic light system Record keeping Random Client Compliance System + Diary / Activities Automatic reminder History + Letters & Reports Automatic reference system Full edit system Full report system + Client Management Automatic reminder for End ERC Marketing System Christmas cards etc + Scanning / Fax / e-mail / letters The system keeps all your documents together and stores them into the sql database for enhanced security, backup ease and compliance purposes Marketing system	+ Fact Find Auto address system + Automatic Reports Using SQL we can write many reports in minutes options to produce these reports in excel, html, xml, printer or screen + Lenders Criteria Lenders name and details Product details Scheme criteria + Network/Broker/Staff management Name & Contact Details FSA, D.A & A.R Firm reference number auto check Notes Training & Compliance Statistics Security Level Commission Levels + Import system Block Import Single Import + Automatic updates Via the web + Broker Case/Tracking System Web-based tracking system + Broker automatic email update System can automatically email each broker every time the status of each application changes, this reduces telephone calls + Data Duplication Checker Automatically checks for duplicate clients + Sourcing System Interface Upload & download Interfaced with Trigold and or Home Buyer Networks Trigold and or Home Buyer + Address Finder Automatically fill in address from postcode + Valuation Search Automatic valuation instruction into web quest :- colleys, ashdown lyons, woltons and the valuation exchange exit2. + Credit Search Experian / Equifax + Client Management Automatic reminder eg. ERC, end dates for insurances etc Marketing System History Fact Find + Intelligent Forms and References Change your own references Use 100s of Letter templates we have already entered Import HTML or Word documents