Broker Suite
Pisces Group have developed a comprehensive broker productivity suite of tools that allows brokers to manage their sales pipeline, convert more business and win more customers. Moreover these tools are fully integrated with electronic lodgment and commissions management.
The tool set allows a broker to provide a highly professional experience by better understanding a client’s specific needs and recommending the right mortgage products and solutions. The reporting and client relationship management functions ensure that a broker continues to drive value from their referrals and existing customer base. The major modules comprise:
Needs Analysis, Loan Comparison and Qualification
- Comprehensive information for each loan product marketed by your company
- Maintenance of the loan product information including interest rates
- Integrated search function
- Loan feature comparison for products selected
Borrowing Capacity Assessment for each lender
- Property purchase budget and funds required calculator
- Client data entered only once to show the maximum borrowing capacity for each lender
- Worksheet for each lender produced to confirm the assessment
Lead and Refer Management
- Lead creation and routing to brokers
- Referrer Agreement Management
- Automated commissions splitting and payments
- Source of business performance management
Customer Management
- Comprehensive client database
- Contact management
- Sales Workflow and Loan Tracking
- Mail merge facility, integrated to Microsoft Word
Comprehensive Reporting
- Flexible report generation
- Standard report configuration and updating
- Output to excel for easy data manipulation
Third Party Solution Integration
- Integration to third party payments systems
- Upload of Lender Commissions data
- Ability to output to standard accounting packages