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"Impact Mortgage Lender" Features:
 
"Impact Mortgage Lender" is split into several key areas listed below:
  • Core System - Data entry, reporting, management, workflow and diary.
  • Document generation system - Document merge, editor, historic storage.
  • Client Payment System - Interest only, repayment, drawdowns, redemption, statements, fees.
  • Document scanning and attachment
  • Web Module creation / Integration
In addition to the above, we can even tailor new modules to create the perfect end-to-end solution.

Features
  • Customer management
  • Broker management
  • Advanced client payment system (multiple function)
    • Capital and repayment
    • Interest only
    • Rolled up interest
    • Handles multiple payments
    • Handles overpayments
    • Late payments
    • Ability to add or change interest rates
    • Multiple drawdowns
    • Mortgage statements
    • Redemption statements
    • Add fees to the loan
  • Document merge module - create documents at the touch of a button
  • Custom forms - We can add forms and fields quickly
  • Data entry audit system
  • Key Facts System
    • Ability to change rates
    • Ability add on fees
    • Ability to select from lender or broker
    • Automatically produces KFI
    • Calculates APR and Price per pound borrowed etc
  • Offer documents, Letters, Initial Disclosure Documents
  • Loan administration
  • Integrate real time online case tracking for brokers
  • Document generation (View picture)
    • Automatically merge fields from templates
    • Highly professional looking documents
    • Send facility via built in email or to printer
    • Automatic historic storage of sent documents
    • Auto populate brokers or clients or solicitors email address
    • Optional header and footer
    • Make changes to documents using built in word processor
    • Completely web based (No need for microsoft word)
    • Works on Chrome, IE, Firefox, Safari (Windows/Mac)
    • Emailed documents are automatically converted to PDF
  • Document attachment and scanning system (View picture)
  • Advanced reporting system (management / periodic etc)
    • quick reports
    • Dashboard reports
    • Graphical reports
    • Excel reports
    • Advanced Excel reports (including excel formula's, graphical charts etc)
  • Integration (price comparisons, website, broker portals etc)
  • Diary and work flow (View picture)
    • Diarised tasks and notes (never miss a deadline again)
    • Auto populate work flow (never miss a compliance procedure)
    • View overdue diary events
    • View your future diary
    • Assign notes, todo's and or tasks to your colleagues
    • Optional status work flow with status history
  • Broker/Introducer Management system
  • Client/Broker/Introducer payment and fee system
  • Marketing system
  • Enhanced Security
  • Client facing websites
  • Real time, online quote systems
  • Online real time policy documents and payment systems
  • Credit card payment systems
  • Telephone Integration
  • Add on Multiple securities (View picture)
    • 1st Charges
    • 2nd Charges
    • Debentures
    • Guarantees
    • Charges over cash
    • Assets
    • etc
  • Email alert system
  • Enhanced Security
  • Tailored modules
Next: Benefits
 
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T : +44(0)8700 110 500
E : sales@riskfree.co.uk
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Stay in touch
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T : +44(0)8700 110 500
E : sales@riskfree.co.uk
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