The WorksCRM (Ireland)

A Complete Money Advice Software kit for 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.’

[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Money 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’.

[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],‘ It provides you with a toolkit to manage your client relationships from initial contact right through the relationship cycle’. The WorksCRM Workflow Features

[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],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’.

[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],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’.

Home Page - Dashboard Graph of New Clients Created per month Graph of Sales Calls made per week

[object Object],[object Object],[object Object],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

[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Online Submissions ‘ Mortgage applications and insurance proposals can be submitted at the touch of a button, to leading providers’.

[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Client Policy Downloads ‘ Regular data downloads ensure you have the correct information by drawing direct from the source’.

Friends First PHI Quotations ‘ Generate PHI quotations and upload Proposals’.

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’.

Life Quote Calculator - Money Advice

[object Object],[object Object],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’.

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

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

[object Object],[object Object],Generated Client Advice Reports ‘ Generate documentation for your clients quickly, with a professional finish’.

The WorksCRM Reports – Fact Find

[object Object],[object Object],Loan Consolidation Advice Report ‘ Build a consolidation report for your client. Give them their options and produce and print the report immediately’.

Life Quotes Needs Analysis Report

Income Protection Needs Analysis

[object Object],Online Mortgage Applications ‘ When you and your client are ready, submit the application on line, speeding up the process for everyone’.

[object Object],[object Object],Product Library ‘ Draw on an excellent library of product information, ensuring you have access to the information you need, when you need it’.

[object Object],[object Object],Market Segmentation ‘ Generate leads and prospects for new business’

[object Object],Workflow ‘ Manage workflow at the touch of a button, ensuring you stick to your commitments’.

[object Object],[object Object],Word Template Creation ‘ Work seamlessly with document templates, creating professional and compliant documentation immediately’.

[object Object],Upload your own Logo ‘ Tailor the system with your logo, immediately adding to the strength of your brand’.

[object Object],[object Object],SMS Facility ‘ SMS messages can be sent directly from the BrokerCRM Lite system.’

[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Money Advice Smartphone Quotations

Product Partners BrokerCRM work with the following providers:

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

The WorksCRM (Ireland)

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