Contents
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Introduction
eKeeper CRM displays application information in bite-size sections, 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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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 easily view and access files that have been uploaded to the application. Like the Requirements panel you can upload any other miscellaneous documents here that relate to the application.
-Attached Files panel
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Commission Options
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The Commission Options panel is where you can manage the fees for the application. |