Key developments include:
- All applicant information will be consolidated within the mortgage component, giving users a single data entry facility for mortgage specific advice and assisting advisers during the point of sale process
- Applicant-based fact find (via MS Word) will provide users with both an electronic point of sale facility or, for those preferring a paper-based point of sale process, the ability to generate predefined or client-specific fact finds
- Enhanced management reporting - covering a wide range of functions and giving users a comprehensive view of their business
Adviser Office: Intelligent Workflow will be fully integrated with supportive systems from partner companies including Mortgage Brain, Trigold, The Mortgage Operation and Mortgage 2000. Following the July launch, the new version will include additional integrations with Paymentshield and London & European Title Insurance.
Nick Berry, channel manager - mortgages at 1st, comments:
“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. We have also added to and enhanced links to complimentary business partners in our ongoing effort to provide users with a one one-stop shop approach to providing clients with compliant mortgage advice. ”
Adviser Office: Intelligent Workflow is the third major release of the award-winning Adviser Office system which has been designed to reduce the hours spent on compliance and administration, so time is created to prepare and deliver the highest standards of advice to private and corporate clients.
Key Features of the Adviser Office system for mortgage advisers
- Comprehensive CRM capabilities allowing users to reduce the time and cost of providing compliant advice.
- Single data capture allowing for population of primary mortgage sourcing engines for the production of mortgage illustrations and future KFI.
- Date and time stamp audit trails facilitating regulatory requirements.
- Fee Commission and procuration fee reconciliation.
- Addressing business needs of customers by providing a single data entry solution for all aspects of the mortgage process.
- Reusability of stored client data for application to mortgage related advice and sales.
- Data stored electronically can be used to adhere to regulatory requirements.
1st and Adviser Office use the very latest Microsoft technology to deliver the most advanced business solutions in a familiar and easy to use format. The Adviser Office product range is fully integrated with Microsoft desktop applications, allowing users to access the product directly from Microsoft Outlook, Word and Excel.
