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Introduction

This article describes the primary differences in the way that case management is handled between MortgageKeeper/CommercialKeeper (AKA version 3) and eKeeper CRM (AKA version 5)



Case structure

The main differences between our mortgageKeeper/CommercialKeeper (v3) and eKeeper CRM (v5) product are listed below:

  • eKeeper Version 3 - All products and fees, as well as applicant's are associated with a Mortgage Product. Which means that if an Applicant were to have multiple mortgages, you would need to have a single Mortgage product (case) for each Mortgage Product. Additionally any Life only policies would require a Mortgage Product page to exist
  • Ekeeper CRM (v5) - A new entity called a 'case' has been created, this is used to house all of the products associated with a set of applicant's. This means that you can now have multiple mortgages, which are visible from a single case as well as life only products. 


Complex Task

In version 3 - refers to products and fees other than the Mortgage itself e.g. life cover, Life & CIC, PHI, Broker Fee, Solicitors commission etc.

In version 5 - Refers only to products other than the mortgage e.g. life cover, PHI, Life & CIC etc.



Figure 1 - MortgageKeeper/CommercialKeeper version 3

Figure 2 - Ekeeper CRM (v5)


Case Page

The case page itself has now changed to reflect the new case structure in version 5. 

Your Applicants still appear at the top of the page, however you now have a tab system which is used to represent your products.

This addition of a tabbed system allows a case to be created, with multiple applicants, and also multiple products. 

Applicant Associative products

Now that you can add multple products to your cases, you can also associate a product with a single applicant or both. 


Fees

Fees have also changed. In our version 3 product, the Mortgage Proc fee was held separately from the rest of the fees. All other fees besides the proc fee were stored in the same panel as the other products you dealt with. 

In version 5 we have updated this so that there is now a commissions panel held against each product. This means that you can have multiple fees calculated against multiple products. 

You still have participants, which allow you to process your outgoing payments to introducers etc. These payments are now displayed as nested expandable tables. This allows an at a glance view of your incoming fees, which you can then drill down into to see what outgoing fees are due on the product.



File Attachments

You can still attach files, however they are no longer hidden away in a separate menu, they are displayed in their own panel right on the product. You can also now have attachments per-product. 


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