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Increased productivity
Our system will save you time, money and human resources. If you use our web-based modules, then you will no longer need to rekey in online Dips/Application forms again into the back office system. Quotations (regulated and unregulated) can be generated within minutes. No longer will you need to get up and open a filing cabinet since everything is stored electronically. Brokers can also send in supporting documentation electronically. The system can manage payments automatically; the system can work out what the client needs to pay, which clients are due to pay and/or have not paid on time. The loan servicing system can even tell you which clients are likely to pay late each month. The work flow diary system tells you what you need to do on each case.
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SAAS – Nothing to install
Our systems are web-based, secure and firewall protected, which means no matter where you are based or have travelled to, as long as you have an internet connection you can access them via a web browser without installing any software.
The system stores all client data, scanned documents, generated documents, notes and acts as a complete electronic paper file. It even has its own word processor and email sender so you do not need MS Word or Outlook. This means that all the information is on hand wherever you are, including management reports, depending on security levels.
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Improved completion times
Our systems work around your business needs; reducing unnecessary burdens, human processes and errors, and making completion much more timely. By automating work flows and auto-diaries, as well as you being able to diarise tasks and notes, you should never miss an action or a deadline again. We even have APIs or Portals so that your clients, brokers or solicitors can get access to parts of the system you want to give them access to, should you want this option. This means your system is working for you even if you have left the office.
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Improved time management
Our system keeps track of a client’s current progress by building checks into the system, so that hopefully nothing is ever missed and also so that your staff’s time can be allocated easier with clear targets for each case. For example, the system allows you to check if the first charge on a property has been registered, if clients have missed the mortgage payment deadline or if a valuation been instructed or when they were chased last. The system can make sure key documents are tracked, made available and scanned onto the system. Up to 80% of admin work can be automated, leaving your staff free to concentrate on customer service and generating new business.
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Improved compliance
The Compliance modules allow you to track what each broker, and staff member is doing. Compliance completion check lists ensure that an application progresses to the next stage only when all compliance checks have been completed. We have regulated documents like KFI’s built into the system and documents are generated at the click of a button; helping to make sure all regulatory elements are met. |
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An audit of your document and case history log
Virtually everything typed in, sent out or scanned in and uploaded is stored in an audit log. This means that if you need to know which user has made a mistake and needs extra training or if someone has committed fraud, you should have a simple audit trail showing you who did what and when. |
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Generate your reports at the click of a button
When you need to generate management reports, you can do so easily, quickly and accurately. Using our quick reports or web-based systems and modules, we can create many of the reports in a few minutes. Different levels of reporting can be introduced into the system with different levels of access for key people. This could be a mixture of daily/weekly/monthly reporting through to financial management and investor reports. |
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Paperless system
All documents, whether created by the system or scanned in, are stored centrally. There is no need to look for the paper file in your filing cabinets. You also no longer need to take photo copies of generated documents because the system does this automatically. Emails, text messages and voice recordings can also be stored within the system. Any documents produced can be emailed out to clients or sent internally whenever you need to at a touch of button. A business's environmental impact can be vastly reduced. |
