+ 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
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+ 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
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