Features & Benefits

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Symmetry features & benefits

Symmetry sets the benchmark for loan origination systems. Symmetry has extensive functionality to cater to every part of your business, from sales through to management.

Sales results

Symmetry provides the analysis and information you need to convert leads to sales. Impress potential customers with professional presentations highlighting their exact needs. Quickly, easily and accurately, Symmetry provides:

Access up to date information

  • Up to date product information for over thirty lenders
  • Up to date interest rates for over thirty lenders
  • Accurate Serviceability Calculators for over thirty lenders

Multiple financial calculators

  • Stamp Duty
  • Comparison Rate
  • Loan Comparison
  • Savings
  • Repayment
  • Area Converter
  • Maximum Borrowing
  • Post Code

Enhanced lead generation capabilities

  • Needs Analysis & preferred product search
  • Ability to sort products by: Rates / Interest Payable / Maximum Borrowing
  • Ability to generate customer friendly reports to increase sales potential
  • Diary functionality - record all Interactions, Appointments, Tasks and Contacts.

Administration efficiencies

Reduce variable costs by increasing the speed and accuracy of mortgage processing with Symmetry. Features include:

Simplified systems

  • Easy to understand data entry screens
  • Pre-populated forms where applicable
  • Diary functionality - record all Interactions, Appointments, Tasks and Contacts linked to individual loans.

Automated information

  • Accurate workflow reminders
  • Automated emails to introducers on loan status updates
  • Online help documentation
  • Automated document generation

Streamlined access

  • Detailed information gathering on Customers and Loans
  • Links to Credit reporting agencies
  • Access to Lender downloads

Management decisions

With the Executive Dashboard feature, Symmetry allows managers to quickly and easily access key performance indicators. A simple click-through interface provides access to detailed business information. Symmetry provides:
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Functionality

  • No system or data security maintenance required
  • No additional I.T. infrastructure costs- hosting is supplied by Stargate
  • Direct marketing campaign management
  • Simple commission tracking - RCTI for both trail and upfront payments

Accountability

  • Access to detailed reporting
  • Real time snapshots of business performance
  • Borrower access for real time loan updates
  • Audit history

Flexibility

  • Remote access capabilities
  • Permission based access to loan status
  • Access Symmetry from your own website
  • Customisable to your companies look and feel
  • Network administration and user access controls