Broker CRM. Software for Brokers and Financial Services Advisors - mortgage services

By: Brokercrm  05/12/2011
Keywords: financial services, Mortgage, Financial Advisors

Features

Our Mortgage software is designed for Mortgage and Financial Advisors, Money Managers and Sales Teams.

It provides them with;

  1. Instant visibility of their clients and products.
  2. Full CRM and compliance tools to enable them manage their business, at or away from the office.
  3. 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.

Keywords: Brokers And Financial Services, Client Reports, Financial Advisors, financial services, House Insurance, money advice, Mortgage, Mortgage Software, Personal Budgeting, Services Advisors,

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