MANAGING & MARKETING YOUR BUSINESS

Our training courses will give you the power to market your business and manage your clients like never before, ensuring you use all of our free services to members to the fullest and get the most out of your business: -

• Financial Promotions – Our compliance has responsibility for ensuring that all marketing material and business stationery used by our members is compliant with the FSA guidelines.
• Marketing Toolbox – Vision Network offers an array of products to help promote and drive your business. These products include compliment slips, business cards, websites, adverts and newsletters.
• Client management – Vision Software incorporates a powerful customer management module which ensures you are tracking your business. This module will not only help you by gathering and inputting information regarding your clients, but support you in your future marketing activity by providing accurate data. Find out how you can utilise this and make managing your clients simple and efficient.
• Case management – Vision Software’s online case tracking facility enables gives you the power to track the progress of your packaged mortgage applications, giving you control over every stage of the application process. Discover how online dialogue with your dedicated processing team also occurs throughout the case and cases can be pushed through more rapidly than you though possible.