Contents
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Introduction
eKeeper CRM displays application information in bite-size panelssections, known as Product Panels. These include panels such as Application Details, Product Details, Case Notes, Document History and Diary Entries. Many are self explanatory but we will also go into some of the features these panels contain.
By the end of this guide you will have a good understanding of the different types of panels and the kind of information you can store on eKeeper CRM.
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If you would like to learn how to customise the layout of your Product Panels click here.. |
-eKeeper CRM case view, Product Panels
Application Details
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The Application Details panel is where you will find the basic application information such as the Application Reference, Property Address, case Advisor and Administrator.
-Application Details Panel
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Product Details
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The Product Details Panel is where you can record information regarding the mortgage application. Such as Valuation, Mortgage Amount, Lender and Product Details.
-Product Details Panel
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Clients can use this panel to record details of the mortgage. You can record; Mortgage valuation, mortgage amount, term etc.
The system will actively calculate the LTV and other percentages using the information provided.
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| title | Action History |
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The action history panel allows clients to add notes to a specific product. These notes could cover any contact made with the customer, discussions or other credible information that should be recorded against the product.
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The diary entries panel allows you to create and record diary entries similarly to the front screen. However they are tied to a specific product. Users can use this panel to schedule tasks that they have to complete in regards to the product they are working on.  |
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The attached files panel allows you to upload files to the product and also categorise them if need be.  |
| title | Mortgage Details 1 |
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| title | Mortgage Details 2 |
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Diary Entries
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The Diary Entries panel will display all active diary entries for the product. Here you can add and edit your diary entries.
-Diary Entries Panel |
Requirements
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The Requirements panel is where you can upload/attach documentation such as customer ID verification. It's possible to filter this information for easy viewing. You can Add/Edit requirements as necessary.
-Requirements Panel
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Attached Files
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The Attached Files Panel is where you can upload any other miscellaneous documents that relate to the application.
-Attached Files panel |
Commission Options
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The Commission Options panel is where you can manage the fees |