Mortgage Administrator, Audit Trail
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The Audit Trail

Mortgage Administrator has an unlimited Audit Trail used to track the day to day progress of a case.

At the press of a button you can enter the username, date and time of an entry in the Trail
The system also incorporates a complete multiple case tracking system where you can book a scheduled call. The system will then track the status of the call, who made the call, the result of the call and what to do next.

The "today's work" feature can produce a report at the press of a button showing you exactly what needs to be done.

All data entered into the system is user, time and date stamped ensuring at all times you know exactly what the status of each case is.
The high speed scanning has changed the way we work. Having instant access to all our files, right from our desks is just brilliant. Emily, FCM Kent
Compared to the other mortgage systems we've used, Mortgage Admin is really the only one which does it all. Simply great. Neil, SFS, Essex
We've got about another years worth of scanning to get all our files on, but so far we're very pleased. Malcolm, HQ Assoc. Essex
Being able to access all our clients files from anywhere in the world still blows me away. Not sure how we managed befor this! Rob O&A Essex
Mortgage Admin really did save me, I didn't realise just how many re-mortgages I missed, Thank You. Tony, AMS Essex
Easy Data Entry
Document Scanning
Internet Access
Security Enabled
Audit Trial
Letter Creation
Embedded Emails
Commission Tracking
Remortgage Tracking
 

On-Line Case Tracking
Case Tracking enables your clients to log on, via the internet, and see the progress of their Mortgage Application. The web site is updated automatically from Mortgage Admin and available instantly.

The client is able to send messages via the web site, these are picked up by Mortgage Admin and given to the appropriate advisor / assistant.

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