Infrastructure & Support services

• 24/7 protection of your business data, monitored by Stargate’s technicians
• Daily backup of all your online customer and loan information
• Powered by Stargate’s disaster recovery service – with backup power and internet connections
• Zero IT infrastructure costs to your company
• Service & Support desk (with extensive lending experience)

Lead Management Tools

• Create and maintain lead details
• Check applicant financials against the serviceability calculations of most Australian lenders in a single report
• Product search capabilities to meet applicants needs
• Print product comparison reports from multiple lenders
• Automated lead notification service
• Run serviceability reports, lender product searches and sales calculators in an applicant’s home without an internet connection (Offline Software)
• Collect a loan application while offline (Offline Software)
• Synchronise offline applications & products with online software (Offline software)
• Convert leads into customer accounts
• Record Appointments, Tasks, Interactions, Notes for leads
• Allocate leads to introducers

Calculators

• Repayment calculators – Monthly, Weekly etc.
• Interest/Term savings from higher repayments
• Loan Comparison & Comparison Rate (AAPR)
• Maximum Borrowing capacity, Stamp Duty & Funding
  Customer & Loan Account Management
• Create and manage customers and loans
• Automatic generation of lender products, rates and commissions for loan processing
• Manage loans via automated workflow

  Valuation instruction functionality

• Manage fee collection and payments
• Create customised data fields for reporting and marketing purposes

Commission Processing
Trail commission payment processing – automated loan matching, payment distribution to introducers and RCTI/statement preparation.
Up-Front commission function – record receipt of upfront payments from lenders, exception reporting and RCTI preparation.
payments from lenders, exception reporting and RCTI
preparation.
Mismatch/Exception reporting – variance reports & trial balance
Record multiple introducer levels of commission
Make payment adjustments and add notes to statements.

Management Reporting
Over 50 reports covering leads, loans, work in progress, settlements and discharges.
“Executive Dashboard” provides a snapshot of your business’ performance
Exportable to Excel for further data manipulation

Marketing
Create marketing campaigns on customers, loans and business partners
Produce client email, telephone and mail out lists

Diary functions
Record appointments, share calendars with other staff
Record tasks and set follow-up actions
Record all interactions with the client
Record notes on each customer and send notes to other users

Credit Report integration
Access credit reports via Symmetry’s direct connection to Baycorp Advantage Ltd. Reports include individual, company and ASIC searches