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 and received between advisers in the field, their office based administration personnel, and their firm’s compliance function. The briefcase system retains all of the case’s interlinked connections, combined with delivering full record keeping and continuity.
Richard Angliss, managing director of Home Buyer Systems, says: “These latest developments for Home Buyer all reflect our key value of integrating with other good systems and, if there is no system in the market to fill a need, then building it ourselves.
“In particular, we have built the briefcase software in anticipation of the mortgage and general insurance sector adopting the use of skilled paraplanners, following the lead set by the IFA sector.”
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