Contents
Introduction
eKeeper CRM displays application information in bite-size panels, known as Product Panels. These include panels such as Application Details, Product Details, Case Notes, Document History and Diary Entries.
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.
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
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
Panel Features:
- *Enter Fact-Find
- *View Advisor/Admnistrator history by clicking on "person" icon
- *Add a diary entry for the Advisor/Admninistrator by clicking on the "calendar" icon
Product Details
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
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.
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.
The attached files panel allows you to upload files to the product and also categorise them if need be.
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.
