If you would like to use i-map x, but already have a large amount of historic data held in your current system, help is at hand. Invent Software Ltd are able to transfer data into any of our i-map systems including i-map x.
We have now successfully completed this process with many i-map customers, including those that have been using competitive broker CRM products and generic database/CRM systems such as ACT. Client information, mortgage data, insurance information, task management, recontact dates and case notes can all be carried across into the relevent fields within the i-map product that is most suitable to your needs.
Initially, I would encourage you to call us to discuss your requirements, as our experience to date is that everyone has different needs when it comes to transferring data. As Invent Software Limited is a specialist provider of software solutions to the financal services industry, all of our development and support staff have high levels of experience in understanding and acurately interpreting the needs of our customers. This is an important factor in helping to ensure that you end up with the best possible results.
The i-map range has been in use throughout the UK financial services market since 2004. I-map stands for Intelligent Mortgage Applications Processing. There are four different types of system available, full systems specifications are available on our main product web site at http://www.i-maps.co.uk/ .
The latest addition to the range is i-map x which is broker and ifa software, web based and free to use. It is ease to set your organisation up within i-map x and there is plenty of help at hand through our online user manuals to get you started.
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