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Finance application management system
- Manage entire application direct from System
- Comprehensive work flow from the one system including booking vehicles,
Veda credit checks, ABN lookup, and bank statements
- Serviceability calculator
- Comprehensive repayment calculations
- Pipeline and settlement tracking and reporting
- System support team tracking time & money for internal departments working on the application
- Point of sale system including Menu Selling Integration
- Detailed Reporting including export function
- API for integration with third parties including lenders
Features
- Contact management system, email & SMS direct to clients, dealers, and brokers with one email to keep all informed as to the progress of the application
- Full F & I system calculating total amount finance, Insurance, income, dealer commissions and broker commission, Menu Selling
- Direct Feed for bank statements and Centrelink statements into Genius in minutes of customer completing the link
- Diary Notes auto records every action completed in Genius
- Forms auto populate with all information that can be emailed or printed for example: ASIC documents, Privacy forms, FSG
- Settlement section recording all F & I income and expenses associated with the application
- Direct feed into participating lenders
- Performance Tracking
- Document upload direct into Genius
- Cloning application for existing clients to save time and improve efficiency
Summary
- System enables broker high level of broker efficiency
- Standalone/Seperate database that only you can have access too
- Affordable monthly user fees
- Use the system to manage client applications
- Load clients in once you have spoken to and taken application
- Pull credit file from the system
- Manage workflow from the system pipeline & settlement tracking
- System has ability to communicate through SMS & Email to client/dealer
- System managers & Store compliance i.e; send credit guide and quote
- Integrations-Credit file access, ABN Lookup, Bank Statements & Centrelink Statements (automated)
- Serviceability Calculator
- The system has team structure ability so that processes can support brokers
- Improved compliance management compliance management section