Broker CRM. Software for Brokers and Financial Services Advisors - mortgage services
financial services, Mortgage, Financial Advisors
Brokers And Financial Services
Our Mortgage software is designed for Mortgage and Financial Advisors, Money Managers and Sales Teams.
It provides them with;
- Instant visibility of their clients and products.
- Full CRM and compliance tools to enable them manage their business, at or away from the office.
- Powerful needs analysis tools and calculators that combine with the marketing capabilities of The WorksCRM to deliver substantial new business and revenues for users.
Mortgage Services specific features include;
- Mortgage Quotations from all lenders and products in the market with detailed client report.
- Affordability Calculator. Calculates property and associated costs including stamp duty; income tax and tax relief at source;, mortgage affordability and net disposable income calculations; repayment costs and personal budgeting calculations. Provides detailed client reports.
- We provide on line loan processing from advisor offices to Lenders with all documents attached.
- House Insurance premium calculations and on line delivery of proposals.
- Mortgage Protection quotations from our Money Advice platform. On line delivery of proposals to Irish Life, Aviva, Friends First and Zurich Life in Ireland.
- Loan Consolidation calculations and client reports.
- Mortgage Review calculators comparing different mortgages by rate, term etc. with client reports.
- Generates loan application from Fact Find.
- Comprehensive Mortgage Fact Find (Combined Mortgage & Financial Fact Find also available).
- Mortgage Sourcing.
, Client Reports
, Financial Advisors
, financial services
, House Insurance
, money advice
, Mortgage Software
, Personal Budgeting
, Services Advisors