Mortgage Brokers work in the 21st century with clients who are online. Many mortgage brokers still use methods that were used in the 20th century.
Brokerpad is a secure online system that automates the loan processes of mortgage brokers.
Features:
- Secure online fact find for clients.
- User-friendly to make it easy for clients
- Document upload, renaming and collation system
- Electronic lodgement to banks
- Mini-CRM
- Transaction logs
- NCCP compliance questions
Benefits:
- Saves 3 to 6 hours per deal
- Accurate and more complete client information
- Accurate documentation
- Automatically renames client files according to type.
- Covers all required NCCP compliance NCCP questions
- Eliminates the need for a client fact find meeting
- Repeat clients do not need to re-enter data.
- Clones deals, so no need to re-enter data into bank portal
Overview and Basics of Project Managing IT Projects from real-world experience at Fortune 1000 companies. Key words include: Scrum, Agile, Waterfall, Requirements, PMI, PMP, PM, tech.
Good data is like good water: best served fresh, and ideally well-filtered. Data Management strategies can produce tremendous procedural improvements and increased profit margins across the board, but only if the data being managed is of a high quality. Determining how Data Quality should be engineered provides a useful framework for utilizing Data Quality Management effectively in support of business strategy, which in turn allows for speedy identification of business problems, delineation between structural and practice-oriented defects in Data Management, and proactive prevention of future issues. Organizations must realize what it means to utilize Data Quality engineering in support of business strategy. This webinar will illustrate how organizations with chronic business challenges often can trace the root of the problem to poor Data Quality. Showing how Data Quality should be engineered provides a useful framework in which to develop an effective approach. This in turn allows organizations to more quickly identify business problems as well as data problems caused by structural issues versus practice-oriented defects and prevent these from re-occurring.
Mortgage Brokers work in the 21st century with clients who are online. Many mortgage brokers still use methods that were used in the 20th century.
Brokerpad is a secure online system that automates the loan processes of mortgage brokers.
Features:
- Secure online fact find for clients.
- User-friendly to make it easy for clients
- Document upload, renaming and collation system
- Electronic lodgement to banks
- Mini-CRM
- Transaction logs
- NCCP compliance questions
Benefits:
- Saves 3 to 6 hours per deal
- Accurate and more complete client information
- Accurate documentation
- Automatically renames client files according to type.
- Covers all required NCCP compliance NCCP questions
- Eliminates the need for a client fact find meeting
- Repeat clients do not need to re-enter data.
- Clones deals, so no need to re-enter data into bank portal
Overview and Basics of Project Managing IT Projects from real-world experience at Fortune 1000 companies. Key words include: Scrum, Agile, Waterfall, Requirements, PMI, PMP, PM, tech.
Good data is like good water: best served fresh, and ideally well-filtered. Data Management strategies can produce tremendous procedural improvements and increased profit margins across the board, but only if the data being managed is of a high quality. Determining how Data Quality should be engineered provides a useful framework for utilizing Data Quality Management effectively in support of business strategy, which in turn allows for speedy identification of business problems, delineation between structural and practice-oriented defects in Data Management, and proactive prevention of future issues. Organizations must realize what it means to utilize Data Quality engineering in support of business strategy. This webinar will illustrate how organizations with chronic business challenges often can trace the root of the problem to poor Data Quality. Showing how Data Quality should be engineered provides a useful framework in which to develop an effective approach. This in turn allows organizations to more quickly identify business problems as well as data problems caused by structural issues versus practice-oriented defects and prevent these from re-occurring.
Are you already using Intuit's QuickBooks and want to make sure you’re making the best use of it? Join this free, 90-minute webinar with QuickBooks Made Easy founder Gregg Bossen to expand your existing knowledge. This webinar covers topics including
Best practices for list setup
Different methods for entering income
Using QuickBooks as a donor database
Auto-allocating expenses to programs
Reports for your board
Tracking restricted grants
Inputting in-kind gifts
This webinar is best suited for U.S.-based nonprofit users of QuickBooks Premier installed on their desktops who are already using the program to manage their accounting. Attendees should already be familiar with the basics.
Giving Back: How to Volunteer Your Salesforce Skills and Make a Difference, A...CzechDreamin
Volunteering your time and skills to help non-profit organizations with Salesforce can be a rewarding experience.
In this presentation, we will explore how you can volunteer your Salesforce skills to support non-profits in their missions and maximize their impact using Salesforce. We will share some tips on how to find and get involved with non-profit organizations that use Salesforce and the benefits of volunteering.
In addition, we will highlight some of the ways in which Salesforce can help non-profits with fundraising, donor management, program management, and volunteer engagement and how Nonprofit Cloud differs from “standard” Salesforce.
We will also review which skills are needed as a volunteer for a non-profit Salesforce implementation.
This presentation will be helpful for anyone interested in leveraging their Salesforce skills to make a positive impact.
QuickBooks Online Plus for New Nonprofit UsersTechSoup
Are you brand-new to using Intuit’s QuickBooks Online Plus or need a basic refresher to make sure you've got your nonprofit or church set up correctly? Join us for this free, 90-minute webinar that will focus on a host of beginner topics, including
- Setting up your company file
- Opening balance
- Setting up accounts
- Setting up programs
- Basic budgeting
This free webinar is best suited to users from U.S.-based nonprofits and churches who are novices or new to using QuickBooks Online Plus.
Sage 100 Integrated Credit Card ProcessingNet at Work
See firsthand how you can simplify your credit card processing needs. We will cover the benefits of Credit Card Processing with Sage Payment Solutions.
5 Key Things to Know About eDiscovery and How to Implement Them in Your PracticeESI Attorneys LLC
A primer for attorneys, legal professionals, board members and business people on what to be aware of with digital information and the process of electronic discovery.
Silicon Halton Meetup #47 - Your First CRMSilicon Halton
Meetup 47 on Sept 10, 2013 on Selecting your First CRM.
Held at a new co-working space in Burlington: burlingtonhive.com
www.siliconhalton.com
twitter.com/siliconhalton
This session examines the multitude of disruptive technologies that are destroying some of our clients’ traditional business models while simultaneously creating great new opportunities for others. As a trusted advisor, you need to understand these threats, identify them, and be ready to help your clients not only survive, but thrive in the face of this upheaval. You’ll be amazed (and probably troubled) as we discuss today’s “buggy whip manufacturers”!
FWD50 Agile/ Lean Workshop Slides - November 1
Ottawa Ontario, Canada. Authors/Presenters: Dan MurphyGlenn Waters, Ellen Grove, Craig Szelestowski - Thanks Team
Are you already using Intuit's QuickBooks and want to make sure you’re making the best use of it? Join this free, 90-minute webinar with QuickBooks Made Easy founder Gregg Bossen to expand your existing knowledge. This webinar covers topics including
Best practices for list setup
Different methods for entering income
Using QuickBooks as a donor database
Auto-allocating expenses to programs
Reports for your board
Tracking restricted grants
Inputting in-kind gifts
This webinar is best suited for U.S.-based nonprofit users of QuickBooks Premier installed on their desktops who are already using the program to manage their accounting. Attendees should already be familiar with the basics.
Giving Back: How to Volunteer Your Salesforce Skills and Make a Difference, A...CzechDreamin
Volunteering your time and skills to help non-profit organizations with Salesforce can be a rewarding experience.
In this presentation, we will explore how you can volunteer your Salesforce skills to support non-profits in their missions and maximize their impact using Salesforce. We will share some tips on how to find and get involved with non-profit organizations that use Salesforce and the benefits of volunteering.
In addition, we will highlight some of the ways in which Salesforce can help non-profits with fundraising, donor management, program management, and volunteer engagement and how Nonprofit Cloud differs from “standard” Salesforce.
We will also review which skills are needed as a volunteer for a non-profit Salesforce implementation.
This presentation will be helpful for anyone interested in leveraging their Salesforce skills to make a positive impact.
QuickBooks Online Plus for New Nonprofit UsersTechSoup
Are you brand-new to using Intuit’s QuickBooks Online Plus or need a basic refresher to make sure you've got your nonprofit or church set up correctly? Join us for this free, 90-minute webinar that will focus on a host of beginner topics, including
- Setting up your company file
- Opening balance
- Setting up accounts
- Setting up programs
- Basic budgeting
This free webinar is best suited to users from U.S.-based nonprofits and churches who are novices or new to using QuickBooks Online Plus.
Sage 100 Integrated Credit Card ProcessingNet at Work
See firsthand how you can simplify your credit card processing needs. We will cover the benefits of Credit Card Processing with Sage Payment Solutions.
5 Key Things to Know About eDiscovery and How to Implement Them in Your PracticeESI Attorneys LLC
A primer for attorneys, legal professionals, board members and business people on what to be aware of with digital information and the process of electronic discovery.
Silicon Halton Meetup #47 - Your First CRMSilicon Halton
Meetup 47 on Sept 10, 2013 on Selecting your First CRM.
Held at a new co-working space in Burlington: burlingtonhive.com
www.siliconhalton.com
twitter.com/siliconhalton
This session examines the multitude of disruptive technologies that are destroying some of our clients’ traditional business models while simultaneously creating great new opportunities for others. As a trusted advisor, you need to understand these threats, identify them, and be ready to help your clients not only survive, but thrive in the face of this upheaval. You’ll be amazed (and probably troubled) as we discuss today’s “buggy whip manufacturers”!
FWD50 Agile/ Lean Workshop Slides - November 1
Ottawa Ontario, Canada. Authors/Presenters: Dan MurphyGlenn Waters, Ellen Grove, Craig Szelestowski - Thanks Team
AKW, a Commercial Partner and Main Sponsor for the 2020 DFG Champions Roadshows took part in presenting this Spring. To find out more about their presentation, please contact AKW directly at https://www.akw-ltd.co.uk/
Impey Showers, a Commercial Partner and Main Sponsor for the 2020 DFG Champions Roadshows took part in presenting this Spring. To find out more about their presentation, please contact Impey Showers directly at https://www.impeyshowers.com/
Closomat, a Commercial Partner and Main Sponsor for the 2020 DFG Champions Roadshows took part in presenting this Spring. To find out more about their presentation, please contact Closomat directly at https://www.closomat.co.uk/
Frances Swann shares the successes of CambsHIA and working with 3 local authorities to ensure best practice. For more information, please contact Frances directly frances.swann@cambshia.org
The Alzheimer's Society, shares their knowledge on all things dementia and how you can help people living with dementia. For more information, please contact the Alzheimer's Society https://www.alzheimers.org.uk/
Taking Technology Enabled Care to the next level, Doctor Kevin Doughty, shares his experiences, knowledge and ideas to support people in the near future. For more information, please contact Dr Doughty at http://t-cubed.co.uk/
Stiltz, a Commercial Partner and Main Sponsor for the 2020 DFG Champions Roadshows took part in presenting this Spring. To find out more about their presentation, please contact Stiltz directly at https://www.stiltz.co.uk/
Jennifer Schaus and Associates hosts a complimentary webinar series on The FAR in 2024. Join the webinars on Wednesdays and Fridays at noon, eastern.
Recordings are on YouTube and the company website.
https://www.youtube.com/@jenniferschaus/videos
ZGB - The Role of Generative AI in Government transformation.pdfSaeed Al Dhaheri
This keynote was presented during the the 7th edition of the UAE Hackathon 2024. It highlights the role of AI and Generative AI in addressing government transformation to achieve zero government bureaucracy
Understanding the Challenges of Street ChildrenSERUDS INDIA
By raising awareness, providing support, advocating for change, and offering assistance to children in need, individuals can play a crucial role in improving the lives of street children and helping them realize their full potential
Donate Us
https://serudsindia.org/how-individuals-can-support-street-children-in-india/
#donatefororphan, #donateforhomelesschildren, #childeducation, #ngochildeducation, #donateforeducation, #donationforchildeducation, #sponsorforpoorchild, #sponsororphanage #sponsororphanchild, #donation, #education, #charity, #educationforchild, #seruds, #kurnool, #joyhome
Up the Ratios Bylaws - a Comprehensive Process of Our Organizationuptheratios
Up the Ratios is a non-profit organization dedicated to bridging the gap in STEM education for underprivileged students by providing free, high-quality learning opportunities in robotics and other STEM fields. Our mission is to empower the next generation of innovators, thinkers, and problem-solvers by offering a range of educational programs that foster curiosity, creativity, and critical thinking.
At Up the Ratios, we believe that every student, regardless of their socio-economic background, should have access to the tools and knowledge needed to succeed in today's technology-driven world. To achieve this, we host a variety of free classes, workshops, summer camps, and live lectures tailored to students from underserved communities. Our programs are designed to be engaging and hands-on, allowing students to explore the exciting world of robotics and STEM through practical, real-world applications.
Our free classes cover fundamental concepts in robotics, coding, and engineering, providing students with a strong foundation in these critical areas. Through our interactive workshops, students can dive deeper into specific topics, working on projects that challenge them to apply what they've learned and think creatively. Our summer camps offer an immersive experience where students can collaborate on larger projects, develop their teamwork skills, and gain confidence in their abilities.
In addition to our local programs, Up the Ratios is committed to making a global impact. We take donations of new and gently used robotics parts, which we then distribute to students and educational institutions in other countries. These donations help ensure that young learners worldwide have the resources they need to explore and excel in STEM fields. By supporting education in this way, we aim to nurture a global community of future leaders and innovators.
Our live lectures feature guest speakers from various STEM disciplines, including engineers, scientists, and industry professionals who share their knowledge and experiences with our students. These lectures provide valuable insights into potential career paths and inspire students to pursue their passions in STEM.
Up the Ratios relies on the generosity of donors and volunteers to continue our work. Contributions of time, expertise, and financial support are crucial to sustaining our programs and expanding our reach. Whether you're an individual passionate about education, a professional in the STEM field, or a company looking to give back to the community, there are many ways to get involved and make a difference.
We are proud of the positive impact we've had on the lives of countless students, many of whom have gone on to pursue higher education and careers in STEM. By providing these young minds with the tools and opportunities they need to succeed, we are not only changing their futures but also contributing to the advancement of technology and innovation on a broader scale.
Many ways to support street children.pptxSERUDS INDIA
By raising awareness, providing support, advocating for change, and offering assistance to children in need, individuals can play a crucial role in improving the lives of street children and helping them realize their full potential
Donate Us
https://serudsindia.org/how-individuals-can-support-street-children-in-india/
#donatefororphan, #donateforhomelesschildren, #childeducation, #ngochildeducation, #donateforeducation, #donationforchildeducation, #sponsorforpoorchild, #sponsororphanage #sponsororphanchild, #donation, #education, #charity, #educationforchild, #seruds, #kurnool, #joyhome
Canadian Immigration Tracker March 2024 - Key SlidesAndrew Griffith
Highlights
Permanent Residents decrease along with percentage of TR2PR decline to 52 percent of all Permanent Residents.
March asylum claim data not issued as of May 27 (unusually late). Irregular arrivals remain very small.
Study permit applications experiencing sharp decrease as a result of announced caps over 50 percent compared to February.
Citizenship numbers remain stable.
Slide 3 has the overall numbers and change.
What is the point of small housing associations.pptxPaul Smith
Given the small scale of housing associations and their relative high cost per home what is the point of them and how do we justify their continued existance
What is the point of small housing associations.pptx
DFG Champions - Paul Smith
1. National Body for Home Improvement Agencies
Improving Delivery of the Disabled Facilities Grant
DFG Champions
Roadshows
Spring 2020
2. About Foundations
• National Body for Home Improvement Agencies since 2000
• As contracted by the Ministry of Housing, Communities and
Local Government
• Here to support with improving the delivery of DFGs
• Almost everything we do is FREE OF CHARGE*
• Advice, support, training, workshops – please ask.
*Apart from software, external training and in-depth consultancy
#DFGChampions
8. 1. Smoothing the Flow
#DFGChampions
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9. 1. Smoothing the Flow
#DFGChampions
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10. 2. Target Date
• A simple sticker on paper files
• Or a flag on paperless systems
#DFGChampions
11. 3. Triage System
• How to decide who handles
each case
• Occupational Therapist
• Trusted Assessor
• Manage priorities
• New tool later this year!
#DFGChampions
12. 4. Assessment Checklists
• Ensure you get all the information you need from an
assessment by using checklists or pro-formas
• Use by Occupational Therapists and Trusted Assessors
• Include key dimensions
• Nottinghamshire forms on our website
#DFGChampions
13. 5. Public Guide
• DFGs can be complicated
• Explain what will happen
and when!
• Reduce frustration
• Reduce calls
• Spend more time moving
cases forwards
#DFGChampions
14. 6. Social Security Data
• Benefits data held by the Housing Benefit team can be
shared to help decide if a person is entitled to a DFG on the
basis of being in receipt of HB, or having a low income.
• The data can be access through an online Customer
Information System (CIS)
• View details before your first visit
• Full details on the Foundations website
#DFGChampions
15. 7. Land Registry Data
• The vast majority of homes are now registered with the Land
Registry, and they have online services that allow you to
easily find and download ownership details
• It's a straight-forward process that can be done by an admin
officer in the early stages of an application
• Full details on the Foundations website
#DFGChampions
16. 8. Pre-Start Meetings
• Always hold a pre-start meeting to:
• Introduce the client and the contractor
• Discuss how and when the works will be done
• Make specific arrangements
• Share contact details
• Sign the contract
• What to do if things go wrong
• Setting out these expectations up front is an investment that
really pays off!
#DFGChampions
17. 9. Swim Lane Diagrams
Client OT Technical Caseworker Contractor
TIME
Notes about process
Notes about process
Notes about process
18. • Every service needs a good database
• Collect information
• Monitor and manage processes and workflows
• Generate letters, forms, emails, etc. (automation)
• Management reporting
• Performance reporting
#DFGChampions
10. Case Management
19. Foundations Case Manager
• Client records
• Management Dashboards
• Paperless options
• Outlook integration
• Postcode lookups
• Customisable reporting
• Workflow management
#DFGChampions
20. Healthy Housing Awards
• Home Improvement Agency
• Handyperson Service
• DFG Adaptations Service
• Social Housing Adaptations
• Contractor
• Caseworker
• Technical Officer
• Occupational Therapist
#DFGChampions
www.healthyhousingawards.co.uk
