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Saving valuable time in the office

This week, with the 1st Adviser Office client management system, I focus on a system that helps the small intermediary save time. Time is money and good systems can give an adviser more of that precious commodity. Adviser Office has been developed specifically for mortgage advisers.

Nick Berry, channel manager (mortgages) at 1st, says: “We have been working hard to improve the functionality of the system for mortgage advisers and administrators. This round of development work has allowed us to centralise the capture of information within the mortgage components, improving the workflow and user experience.”

Features and benefits of Adviser Office include:

l Applicant-based fact-find to provide users with an electronic point of sale facility or, for those preferring a paper-based process, the ability to generate predefined or client-specific fact-finds l Enhanced management reporting

l All applicant information consolidated within the mortgage component giving users a single data entry facility for mortgage-specific advice and assisting advisers at point of sale l Intelligent workflow integrated with selection systems including Mortgage Brain, Trigold, The Mortgage Operation and Mortgage 2000. It also includes additional integration with Paymentshield and London & European Title Insurance.

l Comprehensive CRM capabilities allowing users to cut the time and cost of providing compliant advice l Single data capture which allows for population of primary mortgage sourcing engines for the production of mortgage illustrations and future KFIs l Date and time stamp audit trails facilitating regulatory requirements l Fee commission and procuration fee reconciliation

l Single data entry

l Reusability of stored client data for application to mortgage-related advice and sales.

l Tools to help standardise business processes in both front and back offices.

The system is designed for the small or medium-sized mortgage intermediary with between one and 100 users. It is robust and uses Microsoft technology which means it is easy to operate and can be integrated with other Microsoft applications such as Outlook, Word and Excel.

With forthcoming regulation it is vital to use systems like these to keep a compliant audit trail. The Customer Relationship Management facility provides tools to do this while driving business intelligently with better lead generation and identifying the most promising clients to spend time on.

The system enables advisers to work wherever and whenever they need via internet, ASP, desktop or laptop.

A time-saving system for the professional intermediary.


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