Web-based fact finds
All Durell Solutions include customisable fact finds where you can add pictures and logos and edit every item of data, including the prompts and titles - right down to the fonts and colours - to create your own unique questionnaires. Every system is supplied with an example full fact find plus another specifically for mortgages. You can use these straight out of the box or choose to edit them - or if that seems too daunting, for a small fee Durell can do it for you. Not only is it possible to print the end result in exactly the same format, but also this same layout can immediately be published on your website.
The benefits to you will be..
Clients can review and update previous fact finds without the need for face-to-face visits
Prospects can complete their initial fact finds on line – ideal for mortgage work
Saves you travel time and costs while proving your green credentials
Fact finds can be redesigned to match your company’s corporate look
You will need...
A Durell Solution (e.g. Financial Adviser) to provide the source data
...and in order to display it on your website you’ll also require...
A Durell “On-Line Service” (costs £250+VAT with £25+VAT per month servicing charge)
A suitable website on which to host the “On-Line Service” (if you don’t have one Click Here)
A broadband Internet connection to regularly update your on-line data
View Demonstration log-in as 'Smith' with the password 'Hello'
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© Durell Software Ltd 2008 | Designed and Managed by Durell
Durell provides solutions for IFAs and mortgage brokers, as well as general insurance brokers dealing in personal lines or commercial insurance. Its solutions include paperless office, complaint management, financial planners, factfinds, FSA compliance, diaries, contact management and accounting software. It is suitable for registered individual financial advisers, IFA networks and national IFAs. It includes a mortgage fact find and investment portfolio manager with on-line contract enquiry for instant valuations. It encompasses mortgage adviser software, mortgage broker software, wealth management software, back office software, financial planning software and software for independent financial advisers.
Software | Back Office | Financial Adviser | IFA | Provider | General Insurance | Life and Investments | Insurance Brokers | System | Database | Solution | CRM (Client Relationship Management Software) | Policy administration | Factfinds | Full Accounts | Pensions | Personal Lines | Commercial Insurance | Insurecom | Full cycle EDI | Online contract enquiry | Paperless office | Financial reports
© Durell Software Ltd 2008 | Designed and Managed by Durell
Durell provides solutions for IFAs and mortgage brokers, as well as general insurance brokers dealing in personal lines or commercial insurance. Its solutions include paperless office, complaint management, financial planners, factfinds, FSA compliance, diaries, contact management and accounting software. It is suitable for registered individual financial advisers, IFA networks and national IFAs. It includes a mortgage fact find and investment portfolio manager with on-line contract enquiry for instant valuations. It encompasses mortgage adviser software, mortgage broker software, wealth management software, back office software, financial planning software and software for independent financial advisers.
Software | Back Office | Financial Adviser | IFA | Provider | General Insurance | Life and Investments | Insurance Brokers | System | Database | Solution | CRM (Client Relationship Management Software) | Policy administration | Factfinds | Full Accounts | Pensions | Personal Lines | Commercial Insurance | Insurecom | Full cycle EDI | Online contract enquiry | Paperless office | Financial reports