Mortgage Quotation Software Ireland

MobileCRM

PDA

MobileCRM is a unique product designed for busy mortgage and financial services brokers or estate agents who want access to client and workflow information whilst on the road.

In effect, key features of BrokerCRM can be used directly from a PDA. Instant gains in speed, productivity and effectiveness come guaranteed.

BrokerCRM™ clients can synchronise their client base with this unique PDA facility that allows them to see their clients, products, tasks and diary when on the move. With the 02 XDA IIs device you can telephone clients directly and you can SMS (text) or email clients when on the move when 'blackberry' enabled. The MobileCRM™ also enables you to give instant and accurate mortgage quotations by providing you with an inbuilt mortgage calculator with up to date rates. This facility is available with all versions of BrokerCRM.

MobileCRM Functionality

Module	Functionality
Clients	Find Client by Name, Address, Telephone No. & E-mail Telephone Client Create New Client View the Client’s Policies and Properties Add Diary Appointments, Tasks, Action Log or edit the Client
Diary	View all Diaries Edit Diary entry - log completed diary items View Client or Policy for the Diary item where appropriate
Tasks	View all Task by Employee, Date, Filter by Active & Complete Edit Task entry - log completed Diary items View Client or Policy for the Task if appropriate
Action Logs	Action Log screen to directly log actions against Clients/Policies/Properties and Companies/Contacts View the Client and log actions against that Client View the Company and log actions against that Company View the Company contact and log actions against that Company Log action for a Diary or Task when the Diary or Task is changed to Done
Phone Client	Phone the Client by tapping on the phone number
Address Book	The Address Book is the database of Product Providers and Professional Advisors in the industry Find Address Book entry Find contact by Name Create Address Book entry View the Firm and Log Action, view Contacts, add New Contact and edit the Firm View the Firm Contact and Log Action, view Firm and edit the Firm Contact
Policy & Mortgage Products	Find Policy and Mortgage View Policy or Mortgage Details
Property	Search Property for Sale under Residential, Agricultural and Commercial. Search by Address, Price Range, Location and Type Search Property for Rent under Residential, Agricultural and Commercial. Search by Address, Price Range, Location and Type Search All Properties by Specific Location. i.e. Sandiford, Beacons Road View Property Information and go to the Client for that property
Mortgage Calculator	Has the full functionality of the BrokerCRM Mortgage Calculator Quick Calculator
Life Protection Calculator	Download Life Quotations for Protection Cover from Best Advice
Synchronisation	The PDA synchronises its data through the client desktop PC which manages the replication and synchronisation. This allows a robust synchronisation process to be used.

PDA enabled phones or Smart phones are not supported.

View Technical Specifications

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