BrokerSource will provide the following benefits when managing Loans:

• Track loan progress more thoroughly by customising the various milestones you and your clients would like to see. This will reduce the number of phone calls and emails going back and forth allowing you more time to concentrate on sales. These milestones may include:

o Application Submitted for Assessment
o Bank Requires More Information
o Loan Conditionally Approved
o Documents Sent for Signing
o Documents Received after Signing
o Signed Documents Submitted
o Settlement Booked

• Clients will receive an automated update into their client messaging system when milestones are achieved.
  
  
• Gain an overall view of all loans currently in your pipeline and which milestones have been achieved allowing you to prioritise contact with Financial Institutions, solicitors and conveyancers for follow-up and to maintain control.
  
  
• Customise each view based on what you need to see, e.g. all loans from a particular referral source at "Loan Conditionally Approved" stage, allowing you to further manage your various relationships and maintain control of your pipeline.
  
  
• Track Declined loans and attach a note highlighting the reasons to track trends.