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iLend™ offers a business CRM, ability to calculate clients' serviceability from a range of lenders, ability to search and compare loans, electronic application lodgement and commission management capability. With full integration to Finware's range of website applications, it is guaranteed to give your business a competitive advantage!
iLend™ is the ideal foundation for any mortgage broking business, regardless of size.
What iLend™ packages are available?
iLend™ is a flexible, modular system allowing you to build your own customised solution. Our modular approach allows you to build your own software solution using the functionality required by your business today, and as your business grows.
"Finally, a software program that gives me everything that I need to effeciently run my business and doesn't charge me the earth for everything I don't." Malcolm Hunt, ABC Mortgages
1. Base Options:
The Base Option forms the foundation upon which Finware builds your iLend™ Solution and includes either `Products, Documents and Calculators' OR `Customers and Loans'. Your selection should be based upon the functionality that is most relevant to your business. If you require both, the second option will be available at a reduced price in our Feature Options section below.
Products, Documents and CalculatorsTime equals money... Do you have time to do your own product research? Make sure you have access to the only guaranteed product information in the industry. Beat your competitors and "win" the client by providing superior product comparison information, quickly. Maximise your referrals, quality clients and professionalism.
Customers and LoansThis is your business CRM system. Banish clawbacks by keeping on top of your database. Increase the value of your loan book by managing your clients and loans. Save money by decreasing the need for administration staff.
2. System Options
How your iLend™ system will operate.
Finware serverWhat could be easier than letting dedicated software experts maintain your system? It's what we do, so save yourself the hassle. Our superfast servers are maintained at our dedicated, purpose-built and best-of-breed data-centre.
In-house serverSave costs with discounts off your monthly licence (if your business is big enough), while still getting access to Finware system maintenance. Manage redundancies\ and your own security.
Standard SecurityFinware provides all businesses with standard security, ensuring they receive a high level of protection. Select whether users share their data with other users in your group or whether they can just view their own data.
Custom SecurityLock down your business and save yourself the worry of having a rogue broker steal your clients. Protect your assets and make them sabotage-proof by building in whatever security you want at the level you need it. View, create, edit and delete options are available for all modules. Match your business system to your business organisation structure for peace of mind.
Finware Back-upSave money, time and headaches with hourly automated back-up. What is the price for peace of mind to be backed up and running instantly in the event of a disaster? Don't risk losing your business. You'd mad if you do!
3. Support Options
Get the best support in the business. Our support is the envy of our competitors, and we have a range of flexible options to suit your business requirements. Options include:
Unlimited support Ensure you always have support on hand. This option is compulsory for all new iLend™ users in their initial 12 months.
Billable support Pay for support as and when the need arises. Available after your 1st year of using iLend™.
Second Level Support only Nominate an iLend™ `super user'. The super user will be the `go to' person for all support requests. Finware will then in return provide support to the super user.
4. Feature Options
All your value-added features that make the most of iLend™.
Integrated email Help your sales people become better communicators and ensure faster turnaround in response to clients. This functionality enables you to capture a holistic view of client communication, with all events recorded in your history notes. Emails can also be auto-populated from client record fields.
Reports and mail merge You can't manage what you can't measure. Work your pipeline effectively, create marketing campaigns to generate more business and understand your business metrics. This is the cream of the CRM, so use your data effectively to unlock the dollars/gold within your database. Exploit the industry standard "30% loan book turnover" with reporting and mail merge functionality that transforms single transactions into high-value ongoing relationships.
iLodge™ Earn faster money, and move onto your next deal quicker, by using iLodge™'s auto-populated electronic application lodgement. Re-lodge to different lenders in an instant. Free up your time as a loan writer by handing over electronic lodgement to your file manager. Increase quality of loans lodged through iLodge™'s validation process. At the end of the day this equals more money in your pocket.
Custom workflow Stop the leaky funnel and ensure your sales people don't drop the ball using a custom workflow. By embedding your business processes within your software you will ensure you are working on the business, not in the business. Processes being followed will get more loans from lodged to settled and stop hemorrhaging clients by eliminating mistakes at all stages of the lifecycle. Your custom workflow guarantees you comply with the Finance Brokers Reform Act and you can customise your workflow to ensure your business process manages itself! It's easy, it's effortless. Build it, and the loans will come.
Commission management What are you in business for? Don't end up in the aggregators' unclaimed commission pool and guarantee you're being paid what you earn. You've just had a 30% pay cut, so don't throw the rest away through apathy! Banish clawbacks by identifying risk clients. Unlock opportunities by uncovering potential re-investors on your loan book. Achieve "Auto-Pilot Nirvana" by re-writing more of your loan book's turnover (industry average is 30%).
Auto commission claim Don't waste time completing your aggregators commission claim forms, with the click of a button automatically claim your commission through iLend™. Available for FAST and Specialist Mortgage brokers (Plan and AFG pending).
Outlook/PDA Integration It easier than ever to keep on top of your day. You can continue to use the Microsoft Outlook application you know and love - seamlessly within iLend™ by synchronising your contacts, diary appointments and tasks (Available November 2008).
Additional database If you operate under 2 trading names and need to keep your customers separated, you don't need another licence, Finware can simply set your business up with a separate database. An easy and quick solution to managing your growing businesses.
Own Products White label your own products? Make sure you can add these products to iLend™ so that you can include them in product searches and comparisons for your clients.
Own Documents Cheaper, faster and easier than your own Intranet. Get offline access to all your own documents and create uniform and consistent communication from your team. Version control is a cinch! Documents can also be backed up and secured using Finware back-up.
Trickle Feed Synchronised with SQL database, more information available upon request.