Mortgage Flow is designed to be user-friendly so you shouldn't need any extra support, but to ensure you get the most from your software we can supply you with an extensive user guide.
A brief look at each element of the user interface of Mortgage Flow and their purpose:
Basic Searches
Instructions on how to do a basic search on Loan to Value, Rental Income and product type.
Advanced searches
Instructions on how to do searches based on availability criteria and other search criteria, such as lenders valuation panels.
Customisation
Instructions on how to configure the screen layout in Mortgage Flow and how to save searches.
Document creation
Instructions on how to generate indicative terms from the system, export data to Excel and generate Book A sheets.
Importing and Exporting Application Forms
Instructions on how to import full application form data from into and out of Mortgage Flow using the pdf Application Form.
Attachments and Notes
Instructions on how to add notes and attachments to Mortgage, Application Form and Client records.
Mortgage Case Workflow
Instructions on how to move a mortgage case through the Appointed Representative workflow.
Configuring Alerts
Instructions on how to switch on Alerts to remind you of important events within Mortgage Flow.
Setting Alerts
Instructions on how to set Alerts through the mortgage process or manually.
Development
A final note on Development
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Helpdesk Opening Hours: Monday - Friday 08.30 - 17.00 Telephone: 0845 148 9078 Email: support@mortgageflow.co.uk |
