Newsletters

Welcome to the LoanWorks Newsletter!

LoanWorks Technologies is a leading software and services provider of integrated solutions to Australia's lending and mortgage industry who has helped many 'industry names' grow their channels, control costs and deliver efficient services to their customers and referrers.

Well known brands of CRM software already exist and they can be readily bought 'off the shelf' - so why would you bother with LoanWorks™! Simply… because they are off the shelf and therefore not specialised to suit the mortgage origination and lending market.

The LoanWorks™ CRM module delivers a range of features that would be considered core to any customer management tool. Namely, an ability to record for each customer all types of contact details without limitation, an ability to record relationships with other contacts, an ability to maintain notes relating to each customer and the opportunity to identify a customer with different marketing segments. But most importantly, and for mortgage originating it is critical, you are able to record in detail a customer's financial situation, such as employment, all incomes, current assets and liabilities.

It is the industry focus that makes LoanWorks™ CRM excel beyond 'off the shelf' competitors for there is no need to customise or try to make an 'off the shelf' CRM learn new tricks. Every opportunity relating to a customer can be record as a separate lead with a level of detail that encompasses all the information needed for an application and you can even setup an interview list to make sure the right questions are asked.

No matter how many leads or applications are added to a customer the information is always visible from the 'Customer Dashboard'. At a single glance you are able to see a customers contact details, notes, source, relationships, financial details, leads and loans.

Better still as leads and applications are processed changes to borrower details automatically update the associated customer - which ensures your customer database accurately reflects a customer's current details in preparation for any marketing initiatives.

The Enquiry and Application processing modules are fully integrated with the LoanWorks™ CRM module ensuring there is no double-entry when adding new sales opportunities or loan applications. Additionally, the LoanWorks Marketing module directly interacts with the CRM customer database allowing you to quickly set up a new marketing event and 'invite' specific customers. Exporting to MS Excel assists with mail-merge and Event Attendee management allows you to manage the outcome for each customer or associated enquiry. Reporting on event success ratios is simply a button click away.

LoanWorks™ is an advanced web-based back-office processing and origination management system which is commercially operated by many mortgage-based companies throughout Australia and New Zealand.

• Centralised Database
• Industry Orientated CRM
• Lead & Loan Processing
• Source of Business Management & Reporting
• Document Management & Mail Merge
• Commission Administration & Processing
• Fee & Cost Tracking
• Veda Advantage & Lender Integration
• Credit Decisioning
• Event Marketing

LoanBooks™ is a web-based loan administration module designed to assist in servicing loans after settlement through their life term or until discharged. Fully integrated with LoanWorks™, this module extends your capacity to process loans for both internal and external funding sources.

• Multiple Loan Accounts Per Customer
• Daily Interest Calculations & automated Processing
• Customised Borrower Statements
• Once-Off Repayments
• Once-Off or Scheduled Fees & Charges
• Discharge & Pay Out Reporting
• Direct Debit Export
• DDR Rejection & BPAY Reconciliation
• General Ledger Interface

WebBroker is a powerful website portal which adds value to your current web site by allowing your customers and introducers to submit applications and review a range of information updated by LoanWorks™ in real-time.

• Customised Look & Feel
• Secure Login for Channel Partners
• Lead & Application Tracking
• Lead & Application Submission
• Commission Payment Tracking
• Document & Form Downloads
• Settled Loan List

As the name implies, LoanWorks™Plus combines the power of LoanWorks™ with our in-house hosting service and market leading 'Settlements Only' licensing program, to deliver a solution where costs remain in line with your revenue.

• ALL The Power of LoanWorks
• No Hardware/ Software Capital Investment
• Short Delivery Time
• 'Settlements Only' Licensing Model