Solution4 - The Financial Services Engine

Pipeline and Commissions

Once you’ve completed the sale, SENRO gives you the tools needed to ensure a smooth transition during the pipeline stage.

Your will have visibility of your pipeline, including any commission expectations and the current application status.

Each application file allows you to upload documents, enter notes and create activity dates, such as pipeline chases, product review dates and general tasks.

You will have full application status history and key dates, such as the valuation date and offer documents issued.

All your activities related to your clients or the applications will be displayed in the workflow diary. The workflow diary provides rich functionality to help you or your PA to complete administrative work quickly and efficiently.

Once your application has settled, SENRO will ensure you receive the correct amount of commission from the lenders and product providers.

SENRO has an 8 tier commission engine that automatically calculates all commission payments from aggregation groups, to companies, advisers and introducers. SENRO will also generate any RCTI’s.

The time it takes to manage your pipeline and reconcile your commission payments will be dramatically reduced, freeing up your time to focus on generating new business.

Click here to view the Pipeline Stage Online Demos.

• Sales Process and Product Sourcing
• Lead & Opportunity Management