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.
Fees
