I would like to see MYCRM changed to a more web friendly CRM system, the current format isn't very user friendly at all and i'm not alone in thinking that most Advisers are probably only using only 25% of it's functionality as it really isn't that easy to work your way around things in the current format.
For instance a new Mortgage Application should be like a web based application form that needs to be completed easily, and one that you can click back in to to update with tabs at the top for Upload documents, Pre-Approved, Awaiting settlement, Settled, Re submit to another lender, Insurances, Commission, etc,etc. It needs to be simple but effective, and with further functionality available for people to easily tailor reports, provide newsletters, overviews of commissions.
Having worked for various different banks over the years & having been involved in user testing for projects for web based systems I would be more than happy to meet up with your developers & to work with them on producing a more user efficient system. It really needs more front end users providing the feedback back to you on how they would like the system to work going forward as they are the ones using the system day to day. We don't have to re-invent the wheel as all of the information is already there, it's more about providing a more user friendly look & feel to the system going forward. Kind Regards
Kevin Russo 027 250 3800
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