Mortgage Manager Features

RDR
Including Fee timers (for on-going work plus a second for interruptions), automated retainer fees & commission sacrifice to clients.

TCF
For each client compare work done against earnings and complaints

Commission Tracking
Up to five pay-aways per policy with full reconciliation and reporting

Commission Download
Download commission receipts direct from your insurers

Fact Finds
Use existing fact finds, or edit them to create your own layouts with logo, etc which can be changed simultaneously on screen, report and website

Policy Database
For group and personal policies, including SIPPs and occupational schemes. Mortgage processing facilities for both brokers and packagers and includes facilities for linking policies in group scheme.

Portfolio Manager
Hold all transaction details and can be viewed by funds or transaction types

Portfolio Valuations
Layouts may be tailored and include pie charts by type, sector, fund and risk

Links to Financial Express
Optional data feed can update all investment fund prices daily

Online Contract Enquiry
Provides instant revaluation of investments (units and fund prices)

Quotes via Webline
Life & Protection Quotes via optional link to Webline

Reports
Extensive reporting for Percentage of Business, Compliance, Pipeline commission, Complaints Register, Compliance Checking, etc

Mortgage Quotes
Links to Trigold (to be purchased separately) to source mortgage lenders and quotes

Mortgage Processing
As events are entered in the compliance check-list the system automatically generates the next one as "Awaiting". Different sequences are available for Brokers and Packagers.

Paperless Office
Document viewer for letters, scanned images, emails, spreadsheets, etc

Links to Word
Word templates can be pre-populated with data

Links to Excel
Spreadsheets can be generated with data taken directly from the system

Links to Outlook
Emails can be initialled from a client record and then saved in the Document Viewer

Mail Shots
Can be issued by email (via Outlook) or on paper (via Word)

Contact Management
Records for clients, prospects, insurers, etc, organised in “Address Sets” with up to 54 searchable data fields tailored to your specific needs

Activity Log
Free-format client notes with associated reports and “To do” lists in case individual staff are ill or on holiday

Diaries
Diaries for each user can be viewed and updated by others (e.g. receptionist) which can be linked to clients and policies and appointments can be issued to groups (e.g. for meetings) and recur periodically

Tasks
Create memos to yourself, or send them as instant messages to other users

Security
Password protected login controls user access rights with extensive transaction trail

Accounts
Multiple sets of accounts (for different currencies, years or separate companies). Automated posting direct from policies, each with up to seven commission pay-aways. Sales & purchase ledgers entries may be traced by policy-holder, number or insurer. Cashbook for receipts and payments with simple reconciliation facilities. Multiple bank accounts, Journal entries and Nominal ledger. Reports for Profit & Loss, Monthly Spreadsheet, Aged Debtors, Statements, VAT, etc