The premier technology partner for the mortgage broker industry
1300 762 444 www.finware.com.au
Sydney • Melbourne • Perth • Auckland
iCalc
iWeb
TMiNews
iRefer
Finware
More business more efficiently
Running a successful mortgage broking business requires commitment and hard work. That’s why Finware works closely with mortgage professionals developing tools that help their businesses run more efficiently.
Finware provides two product suites: iLendTM and iWebTM.
Key points of difference
O• nly supplier of a complete solution including CRM workflow, web development, product search and compare and online lodgement
Complete data management including user access •
control, secure data encryption and monitored and secure storage and backup
Helpful and pro-active support team available online, •
phone, or on site
Strong emphasis on client feedback and solutions driven •
development.
Dedicated mortgage broker software specialists
For ten years Finware have been developing tailored software solutions to maximise business and sales efficiencies for mortgage professionals. Finware is committed to delivering an evolving integrated solution; constant development of new features and services means that each product offering is best-of-breed.
Why choose Finware
‘My website makes my business look so professional and I get so many
comments.’ Darren, Parramatta.
iNews
iCalc
iRefer
Finware
iWeb
TMThe premier technology partner for the mortgage broker industry
1300 762 444 www.finware.com.au
Sydney • Melbourne • Perth • Auckland
iWeb
TM: Connect with new
customers
Get your brand online easily
Having an effective web presence is vital for any business. Often the first place a prospective customer will search for a ser-vice provider is the internet. A simple and informative website provides your business with a cost effective marketing and lead generation tool.
After researching existing mortgage broker and industry websites Finware found that 90% of all sites contained similar compo-nents and information. From this we have developed a set of tools you can use to develop a functional and effective website. Integrating these tools into your online strategy is simple either using Finware’s web solutions or your existing web page.
iWeb
TMKey iWeb
TMFeatures
Content Management System (CMS
• ): Our user-friendly
CMS allows you to add or edit pages of your website 24/7, giving you the freedom to update your website without having to pay a specialist to make the changes.
Wide range of templates
• : Customise your website with
your corporate branding from our range of template options.
Client forms
• : Turn your website into a lead generation tool by capturing visitor details via simple “Contact Us” forms or more complex data for existing clients such as secure online application forms
Lenders and Affiliates page
• : Communicate your
busi-ness partners by displaying their company logos on your website.
Website analytics
• : Monitor the effectiveness of your iWeb™ investment by reviewing website statistics. These include numbers of visitors to each page and the overall website and where your visitors come from.
Secure member areas
• : Offer specialist content, such as lender forms to your business partners, referrers and cli-ents using a secure password protected members’ area.
Lender documents
• : Give your clients easy access to forms such as Rate Lock or Direct Debit Requests. These documents will be automatically updated on your web-site when changes are made in the iLendTM system.
‘I’ve had my Finware website for a few years and I like how I can make
changes when I need, without any extra costs’ Paul, Sydney.
iWeb
TMFinware
iNews
iCalc
iRefer
The premier technology partner for the mortgage broker industry
1300 762 444 www.finware.com.au
Sydney • Melbourne • Perth • Auckland
iNews consists of two components: an email newsletter that is sent to your customers monthly and articles streamed directly to your website each week. Using professionally-written news articles and images including up-to-date property and investment commentary, iNews makes keeping in touch with your customers on a regular basis effortless.iNews provides your business with a valuable and ongoing point of difference, allowing you to add your own introduction, promotions, advertisements and specialist articles to each new issue.
The email newsletter contains links to `read more’ sending readers directly to your website. Once on your site users can submit a request for more information turning your website into an interactive lead generation tool. Increased visitors to your website will help your search engine ranking meaning more potential customers can find you through search.
Send your email newsletter to an unlimited number of subscribers. Finware can manage these subscribers via our Content
Management System (CMS), or your customers can self-subscribe via your website.
Keeping in touch with your customers on a monthly basis will keep your relationship current and active. Rather than thinking ‘I need a broker’, your customers are thinking ‘I need to call MY broker’ effectively keeping your brand front of mind!
With an online tracking mechanism, not only can you include a ‘call to action’ promotion, you can also track the ‘open’, ‘click-through’ and ‘send to a friend’ rates of your newsletter. This means you can measure the effectiveness of your marketing dollar better!
iNews: Speak to your clients
easily and effectively
Key iNews Features
Receive new journalist produced articles streamed di-•
rectly to your website each week and sent to your client database monthly
Add your own introduction and specialist articles to •
each new issue
Send directly to your iLend database or submit your •
data to Finware for a scheduled deployment Complies with Privacy and Spam regulations •
Above industry average open and click through rates •
Track `open’ and `click-through’ and ‘send to a friend’ •
rates to track effectiveness of your newsletters No ‘pay per click’ charge
•
Maintain your relevance with regular and effective contact
‘I love checking out my monthly newsletter stats, and especially seeing how many people have read
my newsletter’ Kylie, Melbourne.
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Finware
iWeb
TMiNews
iCalc
iRefer
The premier technology partner for the mortgage broker industry
1300 762 444 www.finware.com.au
Sydney • Melbourne • Perth • Auckland
iCalc: Informative tools to
attract and keep visitors
Attract and keep visitors with interactive tools
Choose from a wide variety of mortgage calculators to place on your website. Calculators will attract and keep visitors on your site longer by increasing the interactivity of your site. Updates to calculators are performed by Finware and automatically replicated to your site. Each calculator placed onto your website will be uniquely customised to suit your corporate identity, branding and colours.
Calculators available
Borrowing Power Calculator
• : Calculate the maximum amount
able to be borrowed based on current salary and existing financial commitments. Extra Repayments Calculator
• : Calculate how much interest can be saved by making additional repayments over and above current repayments.
Loan Comparison Calculator
• : Compare two products using varying interest rates, loan amounts, loan terms and more. Loan Repayments Calculator
• : Work out minimum weekly, fortnightly or monthly loan repayments would be for any bor-rowed amount.
Lump Sum Payment Calculator
• : Find out how much interest can be saved by making one-off lump sum repayments. Split Loan Calculator
• : Splitting a home loan into fixed and variable rate portions can provide insurance against future changes in interest rates that can’t be predicted. Use this tool to calculate repayments and total interest incurred under different fixed and variable rate scenarios.
Stamp Duty Calculator
• (not available in NZ): Stamp duty adds significantly to the cost of buying a property. This calcula-tor enables a client to find out how much their Stamp Duty will be for any Australian state or terricalcula-tory.
iWeb
TMNote: All calculators are a guide only and should not be considered a quote, a loan offer, or investment advice.
The calculators look really good – and I can refer my customers to them for information about borrowing and repayments initially’.
Finware
iWeb
TMiNews
iCalc
iRefer
The premier technology partner for the mortgage broker industry
1300 762 444 www.finware.com.au
Sydney • Melbourne • Perth • Auckland
As the mortgage broking market becomes more competitive, it is becoming even more crucial to develop closer relationships with your referral partners. iRefer can be integrated with Finware’s other suite of products and will enable your partners to eas-ily submit leads to you and to follow the status of submitted leads through an integrated application.
iRefer: Capitalise on your
relationships
Collect and report on new leads with ease
iLend
iRefer access Types
Referrer • Used by a brokers referrers to input and send lead details to a broker
Allows referrers to log in and view the status of the leads they have submitted •
Broker • Review potential client details that have been inputted by the referrer
Change/update the status of lead •
Ability to view and sort leads by status •
Broker Administrator • Allocate/reallocate leads
Change/update the status of leads •
Ability to view and sort all leads by status and by referrer •
Give new referrers access to iRefer •
Delete referrers access rights from iRefer •
Give new brokers access to iRefer •
Delete brokers access rights from iRefer •
Key iRefer Features
Capture of lead details via a web interface. Data •
captured can be customised (including mandatory fields)
Various lead allocation methods can be utilised, •
including manual (broker administrator assigns all leads) or automatic (i.e. post code allocation)
Workflow status for each lead (including expected and •
completed entry dates)
New lead notifications sent automatically to brokers via •
Lead status change notifications sent automatically to •
referrers via email
Various reports/functionalities are available depending •
on access type
‘I now have an on-line business card – exactly what I wanted’. Ashish,
