description of functionality
Mortgages sales system
An extensive Mortgage sales system supporting mortgage and insurance sales from first enquiry through to application submission, with the following key features:
- Enquiry, advice and illustration functionality for mortgage and insurance business.
- Approval in Principle and completion/submission of mortgage application fully supported.
- Meets new FSA disclosure requirements, including the Initial Disclosure Document (IDD) and the Key Facts Illustration (KFI).
- Sales process of each client accommodated through client design and control of questions/responses in the mortgage and insurance sales modules (supported with visual sales aids).
- Further customisation achieved through links to on-screen sales/marketing aids, with client controlled content for both branch and telephone sales.
- Central database provides real-time access to enquiries across the organisation.
- System caters for new business, further advances, transfers of equity and product transfers.
- System based support for supervision of staff within Training and Competency frameworks.
- Mortgage sales system
- Mortgages
- Lending pre-completions
- Lending post-completions
- Savings
- Savings new account processing
- Savings existing account processing
- Financial accounting and balancing
- Banking
- Management information
- Contact Management
- Call Centre