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NEW AssuranceKeeper - NEW Conveyancing Tool - Product Overview - Client Management - Case Tracking - Commission - Compliance - Documents - Reporting - Press Releases
   
  MortgageKeeper will offer you features that will benefit you in many different ways.

Below are just a few of the powerful tools that MortgageKeeper can offer your business.
  SMS
   
  • Set up your own templates for Text Messaging and automatically pre-populate your Text Message with any relevant data from the core MortgageKeeper system

  • Lets you send texts to any group of applicants, identified from the Advanced Search

  • Automatically updates the clients at every step of the process by using “Stage Texts”

  • No additional hardware or software required and no exspensive Text Bundles.

  • Make Marketing to you database fast and effective.

Arrange DEMO

Screen grab: Text Messaging

  Hosting
   
  • As long as you have access to the Internet, you can use MortgageKeeper, either in the office, at home, in your clients’ home or abroad

  • Businesses with separate office locations can work in sync with each other simultaneously.

  • Data backup preformed systematically and securely every day. Hosting overcomes the FSA requirement to store backups off site.

  • No need for a server and associated exspensive IT costs with ongoing maintenance contracts.

  • MortgageKeeper can quickly access and resolve any issues, should they occur. Along with automatic upgrades when released.

  • Arrange DEMO

Hosting

  Outgoing Email
   
  • Set up your own templates for Emails and automatically pre-populate your Emails with any relevant data from the core MortgageKeeper system

  • MortgageKeeper will allow you to send without the need to open any external software.

  • Customers can be updated easliy and without cost to you in a professional and modern way.

  • Previously created letters can be attached.

  • Attached documents can also be sent within your email.

  • All Emails are logged and stored against the customer file.

  • Email Marketing to you client databse.

  • Arrange DEMO

Screen grab: Text Messaging

  Online Update Login
   
  • MortgageKeeper will allow you to specify who can access remotely and obtain an instant update

  • Customers, Networks, Solicitors, Estate Agents and Introducers can all login (should you wish them too).

  • Customers can be updated easliy and without the need to contact your office.

  • Letters, Stage History and Action notes can be made visiable.

  • Access given purely on a 'Read Only' basis.

  • Arrange DEMO

Screen grab: Text Messaging

  Assureweb Quotation Tool NEW
   
  • MortgageKeeper will allow you obtain Assurnace quoations automatically.

  • Life, Life & Cic and PHI for App1 and App2 or on a joint basis.

  • Camparison list generated and saved against the client case everytime, leaving a compliant audit trail.

  • Key Features and Products Guides only a click away.

  • Market leading commission rates available by joining the AssuranceKeeper Club.

  • Every case and client will receive a quotation.

  • Case submission complated online with prepopulated fields, saving the hassle to rekey data twice..

  • Arrange DEMO

Screen grab: AssuranceKeeper

  Trigold Integration
   
  • MortgageKeeper will allow you obtain Assurnace quoations automatically.

  • Life, Life & Cic and PHI for App1 and App2 or on a joint basis.

  • Camparison list generated and saved against the client case everytime, leaving a compliant audit trail.

  • Key Features and Products Guides only a click away.

  • Case submission complated online with prepopulated fields, saving the hassle to rekey data twice..

  • Arrange DEMO

Screen grab: Text Messaging

 
  Conveyancing Quotation Tool NEW
   
  • Find the best price for Sale, Purchase and Sale & Purchase.

  • Generate £ncome for you and make savings for your clients'

  • Fully interagted within MortgageKeeper system

  • No additional hardware or software required.

  • You will receive £100.00 for every purchase and £200.00 for each Sale&Purchase, which completes.

  • Instruct the Solicitor with ONE click..

Arrange DEMO

Screen grab: Conveyancing Quotation Tool

  Other Features
   
  • Attach Files.

  • Automated Letter, Email and SMS production.

  • Centralised Diary with on-screen reminders.

  • System flexibility: Add and Rename Stages, Products, Marketing Catergories and many other fields.

  • System users can be grouped with individual function permissions and abilities.

  • Arrange DEMO

Contact us Now

 
 
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