the Key to Mortgage and Policy Administration

Using the Key, your administration or packaging staff have immediate real-time access to all cases and updates to cases. It is simple to communicate and pass tasks between advisers and administrators working on cases and to make referrals for other business.

Furthermore, the administrator and adviser, as well as the customer and any introducer, can all have remote access to allow them to track cases from the comfort of a Spanish Internet café!
You define the 'workflow' for each type of product sale. This simply identifies the 'processing' stages that each case should go thorough and allows outstanding work to be identified clearly, thus avoiding errors.