ABOUT VISION
Non-conforming sourcing
Vision non-conforming Sourcing enables cascading and integration between The Mortgage Times' 21 packaged lenders, ensuring that case details can be transferred between our Packaged Panel if the lenders are altered. This saves you valuable time and effort and allows ultra-fast binding decisions from multiple lenders from our extensive panel.
Populate data directly to your Back Office System
Once you submit our online generic mortgage application form, it will populate all of your data directly into our back office system, saving time for the process teams in our offices. The time-saving benefit is that re-keying the application is unnecessary if a change in lender occurs for any reason.
Client Management System
At the heart of Vision software sits 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.
Management Information
Accurate and complete Management Information is key to any business but this becomes vital in the financial world. Vision will not only help you build reports on your business transaction, commissions and new enquires, but can also help you with all aspects of business from managing your cash flow to helping with your compliance obligations.
Integration with sourcing software
We are delighted to announce that Vision will fully integrate with Mortgage Brain and Trigold, enabling seamless integration of data between our fact find and sourcing ability. We are also part of a handful of companies who have full integration on the ETC and MTE systems.
General Insurance
Cross selling of insurance products is key to all intermediaries and with Vision you will have access to leading product providers via a fully integrated quotation system. No more rekeying of data and a outstanding sales aid to help you business achieve its insurance goals.
Full Case Tracking Control
Vision’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. The system’s case searching facility enables all members access to full case information and up to the minute live updates. This system will vastly improve the speed and efficiency of your case management; online dialogue with your dedicated processing team also occurs throughout the case.
Marketing Database
Vision has a full registration and client management system built in to ensure you keep track of all you marketing activities by recording various campaigns. It’s vital to identify your different client profiles and this is possible by a simple data capture mechanism which you can track and build reports with.
Compliance
Vision’s in-built compliance functionality removes the stress and inconvenience often associated with mortgage advice, financial planning and wealth management. The system ensures seamless adherence to Financial Services Authority rules, whilst providing in-depth compliance assistance through its quality assurance, monitoring and reporting channel - a must for any firm seeking longevity.