Adviser feedback ratings for Mortgage Administrator
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|U/W / Support|
11 Jan 2014 Agree with all other comments from 8 April 2008. Reason Why Letters can be prepared via the system using a document template. We prepared a template for purchases and one for remortgages. This is then saved in the system and then prepopulates with the mortgage product, provider and client information keyed into the case. You can then delete irrelvant sections and free format additonal information. Setting up the templates takes time but is worth it to allow you to fully use the system. Used this for around 7 years now.
8 Apr 2008 Started using this about 14mths ago, it has been upgraded a few times since then and now a very useful tool in keeping everything together (can scan in Doc’s), can store files, useful for compliance checking and letting me know when products are coming up for renewal and appointing dates to contact, it can track workflow and proc fees and has some useful tools like txt and email that are time stamped, can be purchased outright so no monthly payments, downside can only download from Trigold no factfind thus can not pre populate and does not generate SL’s etc, but for the price it can not be beaten for keeping everything together for the small brokerage.