Mortgage Tracker

Giới Thiệu · Mortgage Tracker

Mortgage Tracker helps you with each client's mortgage process, from application to completion with built in reminders for each next contact you need to make as you progress through to completion. it has a complete contact history to view or printout for each mortgage being processed, for your client file and compliance purposes. A built in flag for reminding you in plenty of time that a mortgage penalty is due to expire. Never miss an opportunity. An efficient report to analyze your business - statistical data is easily produced and can be viewed, printed or emailed and an extensive array of information about how your business is performing, such as the fees you receive in connection with each mortgage you arrange (proc fee, life assurance fees, general insurance fees or broker fees you charged the client).