Delivering our mission to give Advisors everything they need in one place - sourcing, lead generation, compliance, customer and introducer portals, management information and so on - everything in one place but also in "modules" so you can have the parts you need. We call it mi-Zone
Homebuyer Systems (HBS) has been innovating and pushing boundaries in the financial services industry since 1994. The starting point with everything we do is form the perspective of the Advisor - what do you actually need and how do you need it? Back in the mid 90's we recognised that as pensions and investments had already been regulated, mortgages has to be next. Previous experience showed that Advisors found compliance difficult - so using our philosophy of working from the Advisor first we built the system that did all the compliance whilst the Advisor went through their natrual sales process. The sales process system e.g HBS Presenter, HBS Lite, HBS protect and Insure all come under the mi-Advisor group of products. All are linked to the online Customer Relationship Management (CRM) system within mi-Advisor. Next we Addressed the needs of the people responsible for the compliance and built a complicant and management system - HBS Compliance Officer. After that we recognised there was no sales process for insurance products so we created HBS Protect and Insure, an all sales process system. Follow the Credit Crunch we saw the need for Advisors to be able to combat the threat of lenders direct products and to introduce a strategy for charging fees, as Procuration Fees alone were not enough anymore. At around the same time we decided to see what we could do to help generate leads from websites, e-mails, social media and from Introducers such as Estate Agents. This spawned mi-Introducer, Best Buys and WebCalc. The latter collectivly known as mi-Lead Gen. To complete the set we recognised that Advisors needed to get closer to their clients and due to the sensitive nature of the information clienct need to provide move this away from e-mail, which can easily be hacked, we launched mi-World. Now our customers provide their customers with their very own, fully secure Client Portal. As you can see our well thought out approach working from the Adviser first and building the systems from there, is not only unique but the best way to work with you.
HBSLite was launched in April 2008 in response to the problems caused by Lenders "Dual Pricing" i.e pricing their Direct products more cheaply than their Intermediary ones. It was felt that the full blown Home Buyer System (HBS) was going to be more than most Advisors needed to be able to source both Intermediary and Direct products. The cut down version, HBSLite met with all their needs.Find out more!
The Mortgage & Insurance sales system that produces the perfect file every time. It does it by providing a system that produces all relevant documentation as the Advisor progresses through the sales process – making a very complex process a simple, straightforward tick box exercise. The sales process has been built taking into consideration the FSA’s Treating Customers Fairly (TCF) requirements and complies with this and all the other requirements of regulation too.Find out more!
HBS mi-Zone is a portal for allowing you to access and manage leads entered by you, or from one of our lead generation systems, such as HBS Best Buys, mi-Introducer or the HBS Calculator button. The system allows you to add your own leads and manage mortgage/insurance applications. As well as allowing your clients or introducers access to the system so they can view add or amend details. Allow your Introducers access to the HBS online diary so they can see when you have free time and book in appointments for you.Find out more!
The Home Buyer Systems Auto Best Buys application takes the stress out of creating best buy tables, and will show a constantly updating stream of mortgages on your website. All you need to do is copy or embed a link into your website, and the latest best buys will then be displayed & updated automatically! It's that easy. If you would like to change the best buy sections or what mortgage details are shown on your site, you can via the Best Buys system interface. And the best part is when your customer decides they are interested, there's a 'Do I Qualify' link which will send you their details instantly!Find out more!
HBS WebCalc produces leads from consumers browsing Estate Agents websites. It does this by placing an example mortgage repayment against each property. When the customer clicks it they get a 'pop-up' calculator that allows them to change any of the details and see what that produces as a monthly repayment, then request to be contacted. This very simple process ensures that an opportunity that previously would be missed generates income for both Mortgage Broker and Estate Agent.Find out more!
Phone : (01730) 829 829 / (01256) 843 983 Fax : (01730) 829 830
Email : enquiries@HomeBuyerSystems.com