iLend™ and iWeb™

By: Finware Australia  28-Jan-2011
Keywords: Website Development, Mortgage Brokers, Financial Planners

Broker Tools
Customers, Loans and Tasks - capture and store customer data and manage your tasks
Products, Documents and Calculators - perform lender product searches and create comparisons, access latest lender documentation library and check serviceability for your customers.
NCCP Compliant Workflow + Stationery - manage the loan application process and create documents with pre populated data including Finance Brokers Agreement, FACT Find, Loan Assessment etc
Integrated Email, Reports and Mail Merge - easily communicate with your customers and track your pipeline
Outlook Synchronisation - link your iLend™ database (customers, tasks and appointments)to Outlook for easy synchronisation with your iPhone/PDA
Customisation - flexibility to add your own products, own documents and custom loan type

Business Tools
Commission Control - don't miss out on your hard earned commissions, identify variances and completeness of your payments
iClipse™ - question based lender policy search engine finds the right lender for your customer and saves you time
iLodge™ - Electronic lodgement facility direct from iLend™ offering straight through processing for applications

Keywords: Asset Lending, Financial Planners, Loan Refinancing, Mortgage Brokers, Website Development

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