This application was produced previously as a custom solution for the client . It is not available as an off-the shelf item, but a similar solution could be produced for your company. Ask us about a quotation.

Web based application form and automatic email follow-up.

This add-on to the broker tracking software collects new brokerage applications using a web site, updates the main database and sends follow-up emails back the applicants.

This add-on to the broker tracking software collects new brokerage applications using a web site.  This password protected web site presents a multi-page application form.  Upon completion of the application form, the application is sent to the main database where the application and the brokers choices are recorded; and follow-up emails are sent back the applicants. The email also contains a list of hyperlinks to the various application forms that the lending institutions require the broker to fill-in.

The application web page is complicated considerably by having to cope with the addition and superseding of various lending organisations, banks etc., which are added and removed from the application system without recourse to programmer intervention.