HBS Lite

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.

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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 FSAs Treating Customers Fairly (TCF) requirements and complies with this and all the other requirements of regulation too. Such as production of IDDs and KFIs, fact find, affordability checking, proof of research, compliance checklists, suitability letters and so on.

In a recent compliance audit one of our customers received the following conclusions from the compliance firm about his business:

"This firm prides itself on offering genuine whole of market fee based advice. It runs an excellent mortgage sourcing system which lists all mortgage products including those which are only offered by lenders direct to the public and for re mortgage cases where the lender is retaining the business."

"This fee based approach is attracting high quality clients who are loyal to the firm. Their files compliance and record keeping are excellent"

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Collaborate, Automate, Dominate: Discover the Future of Sales Management with mi-Zone

mi-Zone is a remarkable sales management tool that excels in organising and driving the sales process while providing valuable insights into lead generation, sales conversion, and training needs. With its ability to bring together clients, negotiators, advisers, and management, mi-Zone offers a holistic approach to sales management. Moreover, its capability to provide a monetary value of the pipeline adds an additional layer of value to the system.

One of the standout features of mi-Zone is its efficient organisation of the sales process. The system streamlines and optimises each step of the sales journey, ensuring that nothing falls through the cracks. From initial lead capture to final deal closure, mi-Zone provides a structured framework that enables sales teams to manage their tasks and activities effectively. This level of organisation minimises confusion and enhances productivity, ultimately leading to improved sales performance.

The driving force behind mi-Zone is its sophisticated system that empowers sales teams to reach their full potential. By automating various processes and workflows, mi-Zone eliminates manual and repetitive tasks, allowing sales professionals to focus on building relationships and closing deals. The system's intelligent algorithms and data-driven insights further enhance decision-making, providing users with the information they need to make strategic sales moves.

One of the most valuable aspects of mi-Zone is its ability to provide comprehensive statistics on lead generation and sales conversion. With real-time analytics and reporting, sales managers can gain deep visibility into the performance of their teams, identifying strengths and areas for improvement. This data-driven approach enables data-backed decision-making, enabling sales teams to refine their strategies and improve their conversion rates.

mi-Zone also excels in identifying training needs within the sales team. By analysing performance metrics and identifying skill gaps, the system highlights areas where additional training or coaching may be required. This proactive approach to training ensures that sales professionals receive the support they need to enhance their skills and achieve their targets. Ultimately, this leads to a more competent and confident salesforce, resulting in improved sales outcomes.

Another significant benefit of mi-Zone is its ability to provide a monetary value of the sales pipeline. By assigning a value to each stage of the sales process, sales managers can accurately forecast revenue and assess the overall health of their pipeline. This feature allows for better resource allocation and prioritisation, enabling sales teams to focus on high-value opportunities and optimise their efforts for maximum profitability.

Finally, mi-Zone stands out for its capability to bring everything together, seamlessly connecting clients, negotiators, advisers, and management. The system serves as a centralised hub where all stakeholders can collaborate, share information, and track progress. This comprehensive approach fosters efficient communication, minimises miscommunication, and ensures that everyone is aligned towards common goals. It promotes a cohesive and collaborative sales culture, leading to increased efficiency and improved customer satisfaction.

In conclusion, mi-Zone is a robust sales management solution that offers a range of impressive features. Its ability to organise and drive the sales process, provide insightful statistics, highlight training needs, offer a monetary value of the pipeline, and bring all stakeholders together makes it a valuable asset for any sales organisation. By leveraging the power of mi-Zone, sales teams can optimise their performance, increase their conversion rates, and achieve exceptional results.

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Best Buys

So what are HBS Auto Best Buys?

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!

What if I want to decide on my own Best Buys?

By using the original Best Buys application, you can create your own customisable best buys table of the latest & best mortgages according to you, showing your customers as much or as little information as you would like them to see. This table can then be published on your website, linked or embedded, printed on newsletters or linked in any way you would like.

So how does this generate leads for me?

When you have created your best buy table a link is automatically added next to each product which will allow your customer to click and express their interest. This link will then ask them to fill in a contact form which will be sent to you, or a short fact find which when completed will be directly imported into your Home Buyer sourcing system, or via e-mail if not using one of our systems.

Is this an online sourcing system for my customers?

The short answer is no, it does not allow your customers to source mortgages, or see any product information you do not want them to see (e.g lender name, product name, etc...)

Can I Email my tables to my customers?

For an extra £100.00 per year or £10.00 per month you can have up to minute Best Buy tables with embedded links that you can send to your customers.

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Web Calculator

HBS WebCalc produces leads from consumers browsing Estate Agents websites. It does this by placing an example mortgage repayment against each property as highlighted below.

Please click on the web site below to see our HBS Web Calc working with Robert Ellis Estate Agents

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.

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