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Broker Management Features - Lender Software


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Broker management system

Broker management system   This is a full broker management system that allows you to store every detail regarding the broker including regulation information.  The broker management system can handle groups of brokers, introducers, business development managers and even your internal sales team. The system can be extended to handle new tailored fields including commission rates.
Reporting   You can report on the information held on the brokers; as well as how much business they have brought in, how much of this business has completed and how much has not been proceeded with.  This is all available on the broker form and can be viewed instantly.
Notes and Diary   Each broker or each group of brokers have their own notes and diary system, which is handy for compliance purposes and to manage your best brokers.
Search   Virtually every field on the broker management system can be searched and mined.  This means you can see all of your regulated or appointed brokers from across the country via the click of a button.
Compliance   You can track when a broker came on board, what the last actions that occurred were, we even have a section that allows you to add in tailor made compliance questions.

 
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T : +44(0)8700 110 500
E : sales@riskfree.co.uk
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