Tuesday, 8 December 2005

• Do you Send birthday cards to your clients?
• Do you Send newsletters to your clients?
• Do you Send XMAS cards to your clients?
• Do you Conduct Satisfaction surveys?
• Do you Check on Customers loan health?
  

Every broker will need to update there technology in order to quickly respond to growing customer price, product and service expectations. Brokers that ignore this urgent need for change fail to grasp what high performers instinctively seem to understand: Creating a world-class mortgage solution takes time, deep business knowledge, technical expertise, financial resources and commitment.

JadeXS has created a reusable, scalable technology and processing capability that is now available to traditional and nontraditional lenders alike. MortgageXS is a program designed by a Mortgage Broker for Mortgage Brokers. Its implementation uses the latest in Microsoft® Technologies to provide the most comprehensive Mortgage Broking software on the Australian market. MortgageXS has been designed from the ground up and is not based on an old superseded platform.

• Full processing capability
• Automated diary notes/task lists
• Automated letters and document management (electronic files)
• Introducer reporting
• Extensive marketing reporting
• Loan Comparison
• Loan Tracking
• Commission Tracking
• Allows for brokerage fees
• You own the data - no offsite storage of your data
• Mobile to server available
• Extremely easy to use
• Designed by a broker for a broker
• No ongoing licensing fees
• Single or server versions available
• Online Help

• Comprehensive Client Details. MortgageXS allows for any number of clients to be applied to a single Loan. The Client screen is simple and easy to use with many time saving features. One client can have any number of loans.
• Sophisticated Loan screen. The loan screen has been designed to be the most comprehensive loan entering screen available but yet user friendly. The screen contains 18 critical dates. Any number of security properties can be added to one loan.
• Easy to use and Easy to Setup
• Online Help. In addition to the Manual, MortgageXS contains online help which is accessible by the click of a button. The online manual is fully illustrated and contains nearly all the content of the Manual.
• Automated Notes and Tasks. Probably the most important feature of MortgageXS is the Notes and Tasks. MortgageXS Notes and Tasks are fully built in and do not rely on a third party tool like outlook. The benefit is that the Notes and Tasks of all users can be viewed and tracked by other users with appropriate security. In other words a manager can ensure that consultants are not missing critical dates or falling behind or forgetting work. Every time MortgageXS starts the user is alerted to any outstanding Tasks. MortgageXS also has many automated notes and Tasks. By editing dates in the loan screen almost certainly a note will appear in the notes screen and maybe an applicable task. This seriously reduces the time a broker must spend in front of the computer screen.
• Document Management Facility. In today's fully automated world Documents need not be stored in archiving files and folders like they use to be. MortgageXS allows the user to drag documents into a clients Document Management screen. Documents are then encrypted and can be viewed at a later date. This reduces the reliance on client files and makes finding critical client documents available at the click of the mouse.
• Database management tool. SQL Server today has become a critical component in many organizations' computing infrastructure. Convenient tasks include Backing up a Database, Restoring a Database, terminating a user connection, rebuilding indexes on a table and more.
• Commission And Trail Tracking. MortgageXS contains powerful Commission and Trail Tracking forms making it easy to reconcile commissions and trails at the end of the month.
• Flexible Reporting system. The Report Builder Wizard helps users to simply generate personalized reports. Report Builder is an easy and convenient tool for the creation and customization of reports which takes advantage of the formatting and presentation capabilities of Microsoft® Excel. By using the different sections available any number of different combinations or permutations can be obtained
• Loan Comparison. Loans can be compared using Australian Mortgage Market Comparison rate methodology. AAPR (AAPR = Annual Average Percentage Rate). Amortization tables are calculated along with a comparison graph comparing loans. The MortgageXS Loan Comparison calculator also produces a comparison report which can be handed to clients