Finware - Smart software for smart brokers

Finware iRefer

Overview

As the mortgage broking market becomes more competitive, it is becoming even more crucial to develop closer relationships with your referral partners. iRefer can be integrated with Finware's other suite of products, including iWeb, and will enable your partners to easily submit leads to you and to follow the status of submitted leads through an integrated application.

iRefer Key Features

Capture of lead details via a web interface. Data captured can be customised (including mandatory fields)
Various lead allocation methods can be utilised, including manual (broker administrator assigns all leads) or automatic (i.e postcode allocation)
Workflow status for each lead (including expected and completed entry dates)
New lead notifications sent automatically to brokers via email
Lead status change notifications sent automatically to referrers via email
Various reports/functionalities are available depending on access type (see table of iRefer Access Types)

iRefer access Types

There are 3 main types of access types in iRefer. These include:

Type of log in	Functionality
Referrer	Used by a brokers referrers to input and send lead details to a broker Allows referrers to log in and view the status of the leads that they have submitted
Broker	Review potential client details that have been inputted by the referrer Change/update the status of lead Ability to view and sort leads by status
Broker Administrator	Allocate/reallocate leads Change/update the status of leads Ability to view and sort all leads by status and by referrer Give new referrers access to iRefer Delete referrers access rights from iRefer Give new brokers access to iRefer Delete brokers access rights from iRefer

iRefer Demonstration Site

The Demonstration Site is for simple interaction only. You won't be able to input any information or leads. Simply click through without the need for logins. Choose the type of user from the left hand menu and click submit to see the type of content available to that user level.

i-refer.finware.com.au/demoDesign

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