This module, developed in conjunction with a specialist Re-Mortgage Solicitors’ firm, provides dramatic improvements in efficiency and productivity in this high volume, low revenue field. Agendas are built into the system automating the way that each case is administered. The system also gives users the ability to create their own agendas and letters. Documents produced through the system can be automatically emailed or faxed directly from the module if required.

The module can also accommodate multiple schemes with different packagers, introducers and referrers.

FEATURES

• Property Screen
• Existing Lender details/database
• New Lender details/database
• Insurance Company database
• Land Registry database details of other occupants
• Type of property
• Leasehold details
• Special Conditions
• Expandable Accounting detail tabs for multiple screens including: arrangement fee, mortgage protection, premium legal & admin fees, commission & revenue screens
• Packager screen
• Introducers screen
• Case Management
• Document production
• Third party details
• Notes
• Internet Ready (Optional)
• Links to Mountain Software Accounts & Time Recording and integrated Limitations Diary.