AttentiV Systems, formerly Lynx Financial Systems, has launched a regulation-ready mortgage point-of-sale solution, Summit Mortgage Sales.
The system can be used across all distribution channels including branch, call centre, internet, broker and intermediary and offers seamless integration with Summit, AttentiV's retail banking system. The software has been developed to conform with upcoming mortgage regulation and can be deployed over a web browser.
Summit Mortgage Sales has been developed in partnership with N4 Solutions, a company specialising in multi-channel financial sales systems. AttentiV says the system's workflow capability will guide the mortgage sales process in a compliant manner, ensuring that mortgage advisers follow the correct procedures and give the correct advice.
The Summit Mortgage Sales module can provide an internet-based online sales solution, taking customers through a pre-set list of questions with in-built workflow technology helping the customer select the most suitable product.
David Webber, managing director of AttentiV Systems, says: “We've had extremely positive feedback from those customers who have already had a chance to see the system. Whilst compliance has been the main driver for organisations, customers believe that Summit Mortgage Sales will broaden and significantly improve their entire sales procedures, automating many existing processes and enabling the adviser to concentrate on providing the most suitable products and services to customers.”