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
- Organiser functionality - Linked to individual loans where needed
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:
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
Minimise your IT costs
Infrastructure & Support services
- 24/7 protection of your business data
- Daily backup of all your online customer and loan information
- Powered by Stargate’s disaster recovery service, monitored by experts
- Zero IT infrastructure costs to your company
- Service & Support desk (with extensive lending experience)
Lead Management Tools
- Create and maintain lead details
- Check serviceability calculations in a single report
- Product search capabilities to meet applicants needs
- Print product comparison reports from multiple lenders
- Automated lead notification service
- Collect a loan application while offline*
- Synchronise offline applications with online software*
- Convert leads into customer accounts
- Record Appointments, Tasks, Interactions, Notes for leads
- Allocate leads to introducers
- * Requires Symmetry Offline
Calculate & qualify
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
- Manage loans via automated workflow
Valuation instruction functionality
- Manage fee collection and payments
- Create customised data fields for reporting and marketing purposes
Management at a touch
Commission Processing
- Trail commission payment processing
- Loan matching, payment distribution and RCTI/statement preparation.
- Record receipt of upfront payments from lenders including RCTI preperations.
- 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 built in reports.
- “Executive Dashboard” provides a snapshot of your business’ performance
- Exportable to Excel for further data manipulation
CRM and more
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 E-Pass.
