Produce client-centric forms that interact with product providers using XPLAN eApplications technology.
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Online applications are a complete electronic representation of the original application form, and full validation is run on data entered to limit mistakes. Existing client and recommended product details are electronically validated to produce forms, such as pre-filled paper forms, or comprehensive messages for sending electronically.
Fully integrated client data.
Use information already held against the client file to eliminate duplication and reduce the time it takes to complete forms.
Complete mortgage qualification workflow.
Link with XPLAN's Debt Qualifier and CommPay modules to analyse a client's requirements, recommend and apply for a mortgage product, and manage adviser commissions, in one continuous workflow.
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Features
- Mortgage product applications for major lenders
- Support funds, master trusts and wraps
- End-user interaction with product providers
Product: XPLAN eApplications
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"A 'must have' to drive efficiency."
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