Providing a unique offering for those individuals who are qualified or not qualified to sell or give advice on products...
Within the mortgage market re-mortgages of existing homes/properties comprise the largest single element...
What does the FORTUNE software system do?
The franchise proposition relies on you the franchisee being able to attract mortgage and loan leads/enquiries. This is where Fortune software comes in; by using the FORTUNE software system you are able to generate client enquiries from Fortune Network Mortgages extensive lead base and true time remortgage leads supplied to by Fortune.
To operate the system all you need is:
- A PC with access to the internet (broadband).
- Good telephone manner.
- Excellent attitude and work ethic.
- Basic keyboard skills.
FORTUNE is an all encompassing front end lead management system with a low cost telephone power dialler incorporated which will eventually provide instant sourcing from initial information taken by you the franchisees then at a touch of a button will carry out all underwriting checks such as Credit check, property comparisons and land registry search there and then.
The system understands all the relevant searches and overlays the clients initial information with the information gathered against Fortune Network Mortgages Lender panel's criteria (rates and loan to values) as well as all the different variances of the packaging criteria to give an accurate placement, no if's and no but's, the system will then deliver an accurate quotation and if needed deliver all relevant documentation for the franchisee to close the sale if relevant.
All you have to do is click the call button, talk to the client with pre planned scripts, take down the relevant information online and click the submit (being processed) button, on version one we carry out the searches required and place the client with the relevant lender and put it back into the franchisees diary to sell or inform the client if not able to help. If sold then the franchisee books an appointment for our document collection service and completes paperwork for despatch, from then on head office process the case through to completion, on completion the franchisee receives the relevant commission payment.
On Version 3 of the software the quote is returned to the franchisee true time whilst the client is still on the telephone to the franchisee, this cuts down on processing and sourcing time and also enables the franchisee to sell there and then and not have to keep attempting to re-contact the client.
Fortune technical information
FORTUNE system is presented as an online Financial Placement System, built utilising cutting edge development tools and hosting technologies.
Notable considerations whilst designing this application, was firstly to fulfil a need in the market for this financial product to service numerous mortgage procurement related issues, ultimately offering a more efficient, cohesive, dependable workhorse that can deploy anywhere globally a new Agent or Agency to become and function as part of a single entity.
The FORTUNE system delivers a user-driven interface, addressing the application processes required for each client case or telemarketing lead. Regardless of the level of experience and confidence of the end-user, the system will guide the user along the process and capture ai (expert interpretation) of what a client case for example should be consisting off and making sure everything is production line perfect every time from initial introduction to new lead, dip application taking, client case handling – pre qualifying assessments, best of breed product matching (including all the small print issues seamlessly). Capture back-end validation materials such as credit check, land registry information and so forth. The system manages all relevant documents in one place, and hosted directly on the server for networked available as required by FORTUNE Networks management.