|  The
Complete Mortgage Sourcing and Admin Solution
“Optimiser” offers the professional
adviser a Mortgage Sourcing system that not
only sources your mortgages for you but with
added compliance prompts and case tracking facilities
to mention a few of the features will ensure
a smooth sales process every time.
Features of “Optimiser” are as follows:
- Quick and easy to use
- Compliance prompts to ensure a smooth sales
process
- Full client database including recall prompts
- Key features document and terms of business
letter that can be customised
- ‘Uses of Data’ form
- Lenders application forms
- Market leading technology provided by Trigold
- First Mortgage Options Application form
for electronic submission
- First Mortgage Options AIP form electronic
submission
- Email quotation facility
- Extensive product database including FMO
exclusive products
- Ability to update the database daily
- Compliant fact find that pre-populates
the application form thus saving valuable
time on input
- AIP facility offered by some lenders
- Split interest only/ repayment facility
- True cost analysis
- Fully integrated conveyancing quoting and
instruction electronically
- Ability to filter by multiple fields
- E-Applications available with over 40 lenders
- Real time case tracking for all your FMO
packaged cases. (From October 02)
Ease of use
“Optimiser” has been created by Mortgage
brokers for Mortgage brokers and not by IT staff,
it is specifically designed to provide a user-friendly
and quick point-of-sale solution to complement
your skill and experience, and speed up the
sales process. All of the information that you
input to Optimiser is stored and transferred
from fact find right through to the application
form, prompts will also keep your sales process
compliant and seamless.
Conveyancing
We have our own panel solicitors who offer
a conveyancing service with unrivalled levels
of service and support and they fully understand
the intermediary’s needs. The panel can
be selected from the ‘Optimiser’ software
by clicking on ‘conveyancing’ and
then you can select from the various options
and submit the instruct real time. All instructions
from the ‘Optimiser’ disc will benefit
from a £50 referral fee if the case completes,
which will be payable along with your procuration
fee’s each month.
Optimiser Sourcing
Software
OPTIMISER AAA
After months of planning and programming a
new version OPTIMISER AAA (version 4.2)
is now available and includes
Enhanced integration leading to cross-sales
opportunities, from buildings and
Contents (8 insurers) secured loans (6 Lenders)
AIP's,
Using OPTIMISER AAA makes the sales process
quicker, more accurate and significantly more
profitable.
Best mortgage sourcing system on the market.
OPTIMISER AAA is based on the Trigold Mortgage
Sourcing System
OPTIMISER AAA is integrated into key
into key insurance sourcing systems
Secured loans - Search, source, and apply for
secured loans with First Mortgage Options from
your desktop.
Send client applications at the touch of a button.
Acceptance-In-Principle - Gain an AIP in less
than a minute re-using client details input
during sourcing.
Available from Abbey, Accord (Yorkshire BS)
and Mortgage Express.
Conveyancing - Instruct conveyancers via LMS.
Translated quickly and easily, as relevant client
data is automatically copied across
Compliance Solutions - OPTIMISER AAA
provides compliance prompts and fully customisable
documentation to help you stay within regulatory
guidelines with minimum effort but maximum assurance
Pre-population of client data - Share client
data throughout the sales process.
Online applications, insurance quotes, conveyancing
requests, decisions-in-principles and more.
Online Applications - Send applications electronically
to over 55 lenders, the largest selection available
in the marketplace.
OPTIMISER now includes Compliance
Manager
Contact
First Mortgage Options for more details
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