MSN is one of the largest Mortgage Networks in the UK, whose aim is to help Appointed Representatives create environments which are both compliant and conducive to maximum business growth.
Adviser Evolution: Mortgage Edition (AEME), which was launched in November last year, brings together many of the user benefits currently delivered by 1st’s market leading Adviser Office solution together with seamless links with The Exchange’s Exweb Broker platform. By adopting this technology, users will have access to online quotes, sourcing and e-business functionality for mortgages and protection – as well as general insurance, when this launches later in the year. This new contract will also see 100 MSN members move from their existing portal supplier to the Exweb Broker service.
MSN has worked closely with 1st during the development stages of AEME - to ensure the efficient and effective delivery of a user-friendly solution that really meets advisers’ needs.
Jason Graham, managing director, Mortgage Support Network, explains:
“When we initially met the 1st team, we quickly realised we shared the same goals in terms of a technology application, within the specialist mortgage market, that would fulfil our individual requirements - and importantly increase the efficiency of our advisers’ business processes.
Graham continues: “It will also help members support their own client development plans, in turn increase their profitability and provide MSN with the tools to deliver and manage effective and meaningful compliance support. AEME provides a fully integrated straight through point of sale system that will help increase cross sales and significantly reduces the need to re-key data. We are looking forward to working with 1st to deliver the overall functionality.”
Richard Goodall, sales and marketing director, 1st, added:
“After working closely with MSN during the early stages of AEME we are delighted to officially welcome them on board. We have been really pleased with all of the positive feedback we have received since our launch into the mortgage market and feel confident that this new service will give MSN a key competitive advantage in the busy mortgage marketplace.”
AEME includes a fully integrated CRM and point of sale solution, based on Microsoft’s latest .NET technology platform, enabling online and offline working as well as synchronisation to a central database.
Key functionalities of AEME include:
- Reduced need to re-key data – Full integration with the most widely used mortgage sourcing tools, delivering straight through processing (STP) to maximise pre-population
- Configurable mortgage sales process – Capability to configure case status tasks and activities to reflect a firm’s business and compliance process
- Fully integrated CRM and POS solution – data accessible from one single point meaning additional modules can be added to support the full range of financial products, including investment, GI and pensions
- Centrally held data files – ideal for advisers to meet the TCF management information deadline of March 2008
- Multiple applicants – Capability to deal with multiple applicants on mortgage cases
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