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Functionality

BrokerCRM™
Client Information
Communications
Commissions Fees
Contacts Managed
Security Reports
Process Management
Marketing
External Access
Compliance

MortgageCRM™
Mortgage & Other Loans
PropertyCRM™
Property Vendors
Property Products
Property Lettings
Property Valuations



FinancialCRM™
Financial Products
General Insurance
Life Assurance
Savings & Investment
Pensions

 

BrokerCRM PDA Functionality

Module

Functionality

Diary

View, add, edit, cancel, close appointments.

Tasks
View, add, edit, cancel, close tasks.

Clients

View, add, edit client details.
Contracts
View, add, edit address book (professional contacts etc.)
Products
View client product summary
Property
Search by category for summary details.
Log Actions
Log actions for diary, Tasks,CLient, Contracts
Mortgage Calculator
Calculates mortgage repayments

 

 

Trusted e-comms


BrokerCRM Ltd,
Burren House, Ballycummin,
Raheen, Limerick, Ireland.
Tel: +00353 (61) 226540
Fax: +00353 (61) 226541
Email: Info@brokercrm.com
Registration No: 337835