Solution4 - The Financial Services Engine

Sales Process and Product Sourcing

SENRO will support your Sales Stage, and ensuring the sale is compliant, seamless and efficient.

The fact finds are configurable, which means you can generate a tailored needs analysis that suits your business needs.

SENRO also offers the most advanced home loan searches, to support complex cases, such as up to 10 home loan splits, existing lender criteria, and self employed applicants. You will get accurate product qualification, serviceability and maximum borrowing capacity.

We support white labeled products, and you can use commission sacrifice functionality to reduce the interest rates on selected deals.

For those advisers looking for cross sales opportunities, you also have credit card, personal loan and loan cover product searches.

Once you’ve found a suitable product for the customer, the system will generate any application forms, and product disclosure documents.

The tools provided remove any need to rekey information about your clients or the application. Everything can be pre-populated and updated, including your CRM.

This means your time during an appointment is not used to key in information; it can be used to build rapport with your clients, and help them find the most suitable deal.

This functionality is available both online and offline, this means you can complete a sale in your clients home without worrying about internet access.

All the information generated offline, including saved searches, printed documents and applications will be synchronized online when you have finished.

You can also take records from the online version to the offline version, so there should never be the need to rekey information or start again.

The synchronisation process is easy to follow and the offline functionality has the same look and feel as the online version, so you only need to learn how to use one system.

Click here to view the Sales Stage Online Demos.

• Marketing & Reports
• Pipeline and Commissions