Money Advice Software - Mortgage and Financial Advisors.
‘ Building relationships that work for you and your clients.’
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.’
Result of years of research and development with mortgage and financial services professionals
Delivers a browser based solution for your client management needs
Microsoft .NET 3.5 platform
NO NEW hardware installation
‘ The WorksCRM is a solution built by mortgage and financial professionals to drive long term client relationships’. Money Advice made easy
Direct sales forces
Debt Management and Money Advice specialists
Suitable users ‘ The WorksCRM is a solution built by mortgage and financial professionals to drive long term client relationships’.
Home Page - Dashboard Graph of New Clients Created per month Graph of Sales Calls made per week
Calculates client income, expenses, taxes, assets and liabilities
Calculates mortgage options and costs across 7 lenders
Calculates life protection premiums across 7 life offices.
Provides comprehensive client reports.
Data downloads from insurers- Irish Life, Zurich Life & Hibernian.
Proposal uploads to life offices
On-line mortgage applications to lenders
PHI Quotations and on-line applications - Friends First
Zurich House Insurance quotations with on-line proposals & policy issue
Payment Protection quotations and proposals with Allianz
The WorksCRM Features
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
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 Features
Client Search Screen
Source of Business
Terms of Business
Mortgage Fact Find
Financial Services Fact Find
Combined Fact Find
Loan Consolidation Report
Tasks, Logs and Reviews
Mortgage, Protection, Savings and Pension Calculators
The 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’.
The WorksCRM Reports – Fact Find
Money Advice Reports
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
Property costs calculator, including stamp duty
Net Disposable Income calculator (including tax calculations)
Lender Affordability calculator (7 lenders), including maximum loan
The 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’.
Mortgage Repayment Calculator
Life Quote Calculator - Money Advice
Life Quote Calculator - Money Advice
A mobile version of the Money Advice
quotation service is available
The service provides Term Assurance
and Income Protection quotations from
This service can be accessed on ALL
internet enabled mobile phone devices
Money Advice Smartphone Quotations
Friends First PHI Quotations ‘ Generate PHI quotations and upload Proposals’.
On-Line Mortgage Applications
On-Line Life Proposals
On-Line PHI Proposals
Online Submissions ‘ Mortgage applications and insurance proposals can be submitted at the touch of a button, to leading providers’.
Send to B-Line Irish Life
Send to Zurich Life
Life Quotes from the ‘Money Advice’ quotation service
Client Policy Downloads ‘ Regular data downloads ensure you have the correct information by drawing direct from the source’.
Household 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’.
Payment Protection from Allianz ‘ BrokerCRM Lite users can also earn commissions by selling Payment Protection Insurance using the Allianz quotation and proposal facility’.
Contains a navigation tree
Client Summary section
Details of important documents created and all other client functionality
Client Screen ‘ View a snapshot of your clients details, and with user-friendly interfaces maintain accurate and up to date information’.
Client Screen Details of Documents created Client Summary
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 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’.
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 Report ‘ Build a consolidation report for your client. Give them their options and produce and print the report immediately’.
Protection Review Calculator ‘’ You can analyse a client’s full protection needs using the Protection Review Calculator’
Calculators ‘ Use the full suite of calculators – Savings Planner, Pension Calculator, Mortgage Comparison and Mortgage Reduction’
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 Reports ‘ Generate documentation for your clients quickly, with a professional finish’.
An online mortgage application can be created for all the lenders who currently accept electronic submissions.
Online Mortgage Applications ‘ When you and your client are ready, submit the application on line, speeding up the process for everyone’.
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 Segmentation ‘ Generate leads and prospects for new business’
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 Creation ‘ Work seamlessly with document templates, creating professional and compliant documentation immediately’.
The Workflow section on the system contains a Diary along with details of all Tasks and Logs
Workflow ‘ Manage workflow at the touch of a button, ensuring you stick to your commitments’.
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 Facility ‘ SMS messages can be sent directly from the BrokerCRM Lite system.’
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 Library ‘ Draw on an excellent library of product information, ensuring you have access to the information you need, when you need it’.
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 Logo ‘ Tailor the system with your logo, immediately adding to the strength of your brand’.
Life Quotes Needs Analysis Report
Income Protection Needs Analysis
Product Partners BrokerCRM work with the following providers:
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
7 Clare Road Business Mall,
Ennis, Co. Clare
Tel: 065 6849675
Conclusion ‘ In these pressurised economic conditions, the sustainable relationship is key to success. Broker CRM Lite will help you deliver consistent results’.