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.
Free TrialThe 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"
Free TrialCollaborate, 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.
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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.
Free TrialSo what are HBS Auto Best Buys?
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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