Home Buyer Systems has added new features to its integrated mortgage and general insurance advice and sales system to ensures end-to-end regulatory compliance.
The platform now has a workflow administration and customer relationship management system available on its main menu to provide standard customer letters, template marketing letters with an option for sending text mesages, and a follow-up diary forward facility. Home Buyer is now also offering access to conveyancing services from Goldsmith Williams and to general insurance sourcing systems including The Exchange, D & D Homecare Assurance, Select and Protect, Paymentshield, Assureweb and Webline. A new “briefcase” software facility has also been added to allow complete cases to be sent a...
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