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Pulse
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Pulse is a complete mortgage and secured loan processing & reporting system developed by packagers for packagers. It is not an ‘off-the-shelf’ system designed to accommodate a range of different users. This mortgage management software can offer you the following facilities:
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Enquiries
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Basic enquiry information is stored about the applicant, the potential advance, possible schemes and a free-format area for notes.
A ‘suggest scheme’ feature provides the user with a range of potential matching schemes.
Combined with the application management system, all of this information is transferred directly into a ‘live’ application for on-going processing.
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Application Management
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This is the core processing system which automates most of the manual processing of an application including:
- ‘At-a-glance’ view of outstanding references and information required.
- Diary management with the facility to chase requirements such as valuations, references, etc. independently, and can be pinpointed to a specific day, even a precise time. Also provides the user with a facility to ‘view-ahead’ in order to manage workloads effectively.
- Automatic allocation of progress codes at various stages of the process, e.g. Pending, submitted, referred, offered, completed.
- Referencing preparation with necessary fields imported automatically.
- Links to valuers web-sites and lender AIP systems.
- On-going client management reminders to contact clients at pre-selected intervals for future business.
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Reporting
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A whole host of management reports and/or graphs are available, including applications, business-in-pipeline, completions and pending completions. All of these reports can be filtered by a number of fields including date, introducer, lender, product type, case manager, etc. thus providing the user with a real ‘feel’ for what is happening within their business. How much easier would it be when a lender withdraws a product to produce a list of all your affected cases at the press of a button? Most reports can be filtered by any combination of date, loan type, lender, scheme, current status, case manager, introducer, network, sales adviser, solicitor, and valuer. Some reports provide additional filtering by self-cert or adverse product type to meet additional FSA reporting requirements.
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Compliance
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Provides automatically generated reasons-why letters with system-generated clauses for circumstances such as when taking a client into retirement age or transferring from a capital repayment to interest-only mortgage. Audit sections also provide an audit trail of checks carried out against individual files.
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Additional Reporting
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Other, more detailed reports include internal service standards such as offer times, completion time, offer ratios, completion ratios, reasons for cancellation trends, broker fall-off etc.
Income/expenditure reports show income earned by your company for a selected period and an outstanding fees report enables the user to see what fees are currently owed to the company, thus ensuring that nothing goes astray!
Furthermore, the vast range of reporting available should ensure that companies can readily generate the information necessary to complete their RMAR for the FSA when required to do so.
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Case Tracking
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Provides your introducers with a web-based means of tracking their own cases via your system, in a near-live environment.
For more information contact Shaun Vickery
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Pulse Integration & Mortgage Management Software Ltd.
St Mark's House
St Mark's Road
Saltney
Chester
CH4 8DQ
Phone - (01244) 674411
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Email - info@pulsemortgagesoftware.co.uk
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