Q: Do you have a loan qualification calculator?
A: Currently, we do not have a loan qualification calculator. Our rationale for this is that we believe most advisers know where a loan will most likely fit and will use the lenders spreadsheet to confirm this. Currently, lenders require this own spreadsheet to be sent them anyway so we see this as something the adviser needs to do anyway.
At some stage we will build a loan qualification calculator but we’d rather keep our pricing low to make it financially easier for advisers.
Q: Can I submit a loan application directly to a lender from Adviser CRM
A: You can input and save all loan application data into Adviser CRM such as Borrowers, Dependents, Incomes, Assets, Liabilities and Expenses, Loan Details etc. Our next development phase is to allow you to produce a loan application form for your client to manually sign or digitally sign so you can send to a lender, so the answer is not yet, but we are working on this and expect to have our first version of this in the first quarter of 2021.
We are also finishing our ezidox.com integration which will enable you to submit all loan application information straight to a lender. For more information about Ezidox, please visit ezidox.com
Q: Do you have Quotemonster Integration:
A: Previously, Adviser CRM did have Quotemonster integration but it required a lot of work from the QM team so it will pulled in favour of the QM developing a public API to allow any third party system to integrate into QM with having their team manually work with each third part integrator.
We understand their decision and as soon as a “Public API” is available we will re-integrate with Adviser CRM. The timeline on this will depend on when QM releases a public API.
Q: Can I manage my commissions with Adviser CRM?
A: We provide basic commission reporting such as Initial Commission and Renewal/Trail Commission but Adviser CRM is not designed yet with full commission management capabilities. Currently you can set an Initial Commission percentage and a Renewal/Trail commission for Insurance and Mortgages and run a report on what your total trail commissions are, or what your projected initial commissions may be.
Q: What does Adviser CRM cost?
A: We provide Adviser CRM at an already discounted price that is approximately half the price of our competitors. For Advisers the price is $155 + GST per month and for admin/support staff licenses it is $90 + GST per month.
Q: What training and support comes with Adviser CRM?
A; New users get 30 days of unlimited remote training, thereafter paid training will need to be purchased at $120 + GST per hour regardless of whether we train one person or 100 people at once. We will be releasing a SLA (Service Level Contract) next year where it will be cheaper to pre-pay training hours.
All users will have free access to our secure online help and knowledgebase, video tutorials and regular webinars.