The WorksCRM (Ireland)

© BrokerCRM 2011

A Complete Money Advice Software kit A Complete Money Advice Software kit

for Mortgage and Financial Advisors.for Mortgage and Financial Advisors.

‘Building relationships that work for you and your clients.’

© BrokerCRM 2011

In a nutshell..In a nutshell..

‘The WorksCRM compiles and calculates the necessary data and information to enable advisors provide “best advice” to their clients in respect of property, mortgage and

financial services transactions.’

‘The WorksCRM enables you to deliver consistently for your customer, and enables your business to build professional relationships, compliantly.’

© BrokerCRM 2011

Money Advice made easyMoney Advice made easy

‘The WorksCRM is a solution built by mortgage and financial professionals based on years of research to drive long term client relationships’.

• Delivers a browser based solution for your client management needs

• Microsoft .NET 3.5 platform

• NO NEW hardware installation

• Suitable Users

• Individual agents

• Advisor offices

• Sales teams

• Direct sales forces

• Franchise Operations

• Debt Management and Money Advice specialists

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The WorksCRM FeaturesThe WorksCRM Features

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• Stores client and product data for mortgages and financial services• Workflow managements links inc. tasks, logs, e-mail, diary, Excel• Mail and Email merge facility• SMS facility• Market Segmentation• Meeting Memos• Document Storage• Protection Review Calculator• Savings and Pension Calculators• Mortgage Comparison and Reduction calculators

‘It provides you with a toolkit to manage your client relationships from initial contact right through the relationship cycle’.

The WorksCRM Workflow FeaturesThe WorksCRM Workflow Features

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• Mortgage repayment calculator. • Life protection quotations from the ‘Money Advice’ quotation service. This

quotation service is also available on a Smartphone platform• Protection Review Calculator• Savings, Mortgage Comparison and Mortgage Review Calculators• Pension Calculator• Financial Illustrator

• Property costs calculator, including stamp duty • Net Disposable Income calculator (including tax calculations) • Lender Affordability calculator (7 lenders), including maximum loan

The WorksCRM CalculatorsThe WorksCRM Calculators

‘At your fingertips, you can prepare quotations and illustrations, tailored to your clients needs, with accurate and up to date rates and information’.

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• Source of Business • Terms of Business • Mortgage Fact Find • Financial Services Fact Find • Combined Fact Find • Research tools • Loan Consolidation Report • Product Library • Tasks, Logs and Reviews • Mortgage, Protection, Savings and Pension Calculators

The WorksCRM and ComplianceThe WorksCRM and Compliance

‘Compliance is at its core, enabling you to focus on business development, and let the functionality deliver the right support at the right time’.

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Secure LoginSecure Login

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Home Page - DashboardHome Page - Dashboard

Graph of New

Clients Created

per month

Graph of Sales

Calls made

per week

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Client Search ScreenClient Search Screen

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• Contains a navigation tree

• Client Summary section

• Details of important documents created and all other client functionality

Client ScreenClient Screen

‘View a snapshot of your clients details, and with user-friendly interfaces maintain accurate and up to date information’.

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Client ScreenClient Screen

Details of

Documents

created

Client Summary

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• On-Line Mortgage Applications • AIB • Haven

• On-Line Life Proposals • Irish Life • Zurich Life• Friends First• Aviva

• On-Line PHI Proposals • Friends First• Aviva

Online SubmissionsOnline Submissions

‘Mortgage applications and insurance proposals can be submitted at the touch of a button, to leading providers’.

© BrokerCRM 2011

Send to Zurich LifeSend to Zurich Life

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• Data Downloads• Irish Life • Zurich Life• Hibernian

• The new service provides all client policy data from all providers and enables you to

• Search for a client policy data• View Consolidated client policy data• Generate portfolio report• Export all client policies data to excel

• Life Quotes from the ‘Money Advice’ quotation service

Client Policy DownloadsClient Policy Downloads

‘Regular data downloads ensure you have the correct information by drawing direct from the source’.

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Friends First PHI QuotationsFriends First PHI Quotations

‘Generate PHI quotations and upload Proposals’.

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Household Insurance from ZurichHousehold Insurance from Zurich

’BrokerCRM Lite users can earn commissions through the exclusive on-line access to household insurance product pricing and policy issue with Zurich’.

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Payment Protection from AllianzPayment Protection from Allianz

‘BrokerCRM Lite users can also earn commissions by selling Payment ProtectionInsurance using the Allianz quotation and proposal facility’.

© BrokerCRM 2011

Life Quote Calculator - Money AdviceLife Quote Calculator - Money Advice

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• For each client, the system can provide a Financial Illustration – this will produce Net Disposable Income

and Maximum Loan values (the maximum affordability result for the main lenders in the market)

• The illustration report feature centres on the initial interview enabling the broker and client to examine the

transaction costs, finance options, income calculations, mortgage options and costs and associated life

cover protection options. The software generates a well-presented report for broker and clients setting out

the calculations.

Affordability CalculatorAffordability Calculator

You have a simple Loan and Financial illustration to show your clients, easy to print off, in a well presented report for clients to take away’.

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Affordability CalculatorAffordability Calculator

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Protection Review CalculatorProtection Review Calculator

‘’You can analyse a client’s full protection needs using the Protection Review Calculator’

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Mortgage Repayment CalculatorMortgage Repayment Calculator

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Other CalculatorsOther Calculators

‘Use the full suite of calculators – Savings Planner, Pension Calculator, Mortgage Comparison and Mortgage Reduction’

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• Fact Finds can be produced from The WorksCRM

• The graphically designed Fact Finds, Quotations Portfolio Reports and Illustration documents are very comprehensive and cover mortgages or financial services, or a combination of both

Generated Client Advice ReportsGenerated Client Advice Reports

‘Generate documentation for your clients quickly, with a professional finish’.

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The WorksCRM Reports – Fact FindThe WorksCRM Reports – Fact Find

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Money Advice ReportsMoney Advice Reports

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• A loan consolidation analysis can also be done for the client • The Loan Consolidation analysis also generates a PDF report, containing all

relevant disclaimers

Loan Consolidation Advice ReportLoan Consolidation Advice Report

‘Build a consolidation report for your client. Give them their options and produce and print the report immediately’.

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• An online mortgage application can be created for all the lenders who currently accept electronic submissions.

Online Mortgage ApplicationsOnline Mortgage Applications

‘When you and your client are ready, submit the application on line, speeding up the process for everyone’.

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• The system also contains a full Product Library. This library will contain documents from all the main Mortgage and Life Providers

• This library will be updated on a weekly basis with the most recent documents

Product LibraryProduct Library

‘Draw on an excellent library of product information, ensuring you have access to the information you need, when you need it’.

© BrokerCRM 2011

• There is a marketing facility to assist brokers identify leads and prospects

• These leads can then be targeted though a marketing campaign – mail merge, email merge, SMS, etc ..

Market SegmentationMarket Segmentation

‘Generate leads and prospects for new business’

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• The Workflow section on the system contains a Diary along with details of all Tasks and Logs

WorkflowWorkflow

‘Manage workflow at the touch of a button,ensuring you stick to your commitments’.

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• The broker can create their own word templates for useful letters such as Reasons Why and Terms of Business

• These and other templates can be set up as mandatory documents for each client, for compliance purposes

Word Template CreationWord Template Creation

‘Work seamlessly with document templates, creating professional and compliant documentation immediately’.

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• A company logo can be uploaded to the system. This logo will then appear on all reports which are generated by the system

Upload your own LogoUpload your own Logo

‘Tailor the system with your logo, immediately adding to the strength of your brand’.

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• Credits can be pre-purchased for this service at a cost of just 5c per text, in batches valued at €25 which allows for 500 messages.

• This is a special price only available to The WorksCRM clients.

SMS FacilitySMS Facility

‘SMS messages can be sent directly from the BrokerCRM Lite system.’

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A mobile version of the Money Advice quotation service is available

The service provides Term Assurance and Income Protection quotations from all providers

This service can be accessed on ALL internet enabled mobile phone devices

Money Advice Smartphone QuotationsMoney Advice Smartphone Quotations

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• We believe that the new software will be a major benefit to Advisors in the new economic environment where clients require mortgage and financial advice. The software will empower advisors to easily expand their services to clients

• Further Information: BrokerCRM Ennis, Co. Clare Tel: 065 6849675 E-mail: [email protected]

ConclusionConclusion

‘In these pressurised economic conditions, the sustainable relationship is key to success. The WorksCRM will help you deliver consistent results’.

The WorksCRM (Ireland)

Technology

Transcript of The WorksCRM (Ireland)