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Key Features

• Highly scaleable, (from 1 to >1000 users)


• Automated credit search and scoring systems (links to Credit Agencies and Lenders' Systems)


• Decision engine determines plan hierarchy for each case


• User definable workflow system


• Automated printing, email and text messaging


• Assists compliance with industry regulation


• Extensive management reporting

Example Benefits

• Integration with automatic dialler system and automatic call pick integration accelerates case throughput.


• By providing an intuitive system, able to locate case data using a variety of search paths, staff are able to find case details instantly. Taken across a multi-user site, marked time savings have been achieved.


• Sophisticated data storage, cross-referencing and validation tools provide the means to rapidly progress each case from application to completion.


• The comprehensive notes and workflow facility allow any agent to handle client enquiries without prior knowledge of the case. This efficiency relates directly into customer perception and satisfaction.


• Automated task lists give a competitive edge. The workflow system continuously generates task lists derived from your company's case files. Hold ups are automatically flagged, and management of staff time greatly assisted.


• Legislative compliance is enhanced. The system automatically tracks timescales for compliance with CCA 'cooling off' periods, calculates interest and redemption figures in strict accordance with statutory provisions, and provides automated production of legal documents to ensure accuracy.


• Automated letter, document, email or text production enhances accuracy of written communications and shows massive savings in clerical and administrative time.


• Advances comes with extensive management reporting tools. Giving comparative case reports and performance criteria by underwriter, lender, plan type advertising media, broker or rep, the system allows management to draw informed decisions based on hard data. Precise information on which areas of the business are proving profitable, assists in both targeting resources and in the creation of future loan plans.