A Quick Overview of Features

Full data entry of a mortgage case, i.e. All the data associated with a mortgage application, plus a few others.

Daily Work Planner:- Your daily work screen shows all cases which need action. e.g. End of Redemption, End of Rate Control, in addition your Recall screen shows all other cases which you have reminders set. From these screens you simply click on the client in question and the appropriate mortgage application case is loaded.

Audit Trial:- During the working day you can type the progress of the case in the audit trail section, these notes are time, date and user stamped. In addition any emails or documents created for the case are also automatically logged.

More features . . .


We're so impressed. We've been on the lookout for something easy to use and this is it! We love it. BP, Derby

This really has made our business easier to control. SMS text messaging and Proc Fee tracking is perfect. GP Ltd, Lincon

Being able to access all our clients files from anywhere in the world still blows me away. Not sure how we managed before this! Rob O&A Essex

The document scanning really is a great step forward for us. And we were surprised just how easy it was to get up and running. TMZ Pudsey

The VPN installation has enabled us to merge both offices together and see exactly what's going on. DW N Ireland

Our Christmas card list is normally a bit of a job. Really can't believe we can do it with just a couple of buttons. TD Kent

No on-going costs for a great system. Just what we need to get of the ground. WK Hamilton

Purchase Outright from Only £350.00 + VAT (Per Licence)