"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