The latest update to the software include online, client case tracking, a feature which we intend to develop considerably over the coming year. You can select to email a link to any clients you may have on the system, they also get sent a username and password. When they activate the link, there is the option of inputting the log in details to view the cases that they currently have with you.
Its just the basic information and the case status that they view at this point in time, but there will be lots of additional helpful features added shortly. We hope that this type of tool will, in a small way, help our i-map x users build better long term relationships with their client base. Its vital that we continue to get the excellent feedback from all current i-map x users as to what you would like to see added, we look forward to receiving your comments and suggestions.
The i-map x software system is web based and free to use, its easy to register as well, just click here to get yourself set up. Or it you would like to learn more about what the system is and what it does, please visit our main i-map x website.
Wednesday, 26 November 2008
Friday, 7 November 2008
Why is i-map x free to use ?
Firstly it is important to make clear that we do not intend compromising on the quality of the system & service that we are providing to our customers. It is definitely free to use if you are a mortgage intermediary, a network or an IFA (Independent Financial Adviser).
At Invent Software Limited, we intend making a profit from our efforts, you may be relieved to hear. Our revenue comes from the growing number of third party organisations that want their services to be easily accessible.
None of these services are obligatory to use, though we hope that the huge amount of time that can be saved through not having to re-key case data when sending information to our selection of packagers, solicitors, etc will be of real benefit. We are also in the process of setting up links directly to insurance providers and lenders DIP systems. This is something that we have already been able to do with our range of server based software for mortgage packagers.
There are also two advertising banners in i-map, one is at the log in page and the other on the home page. We are also working with many of our partners in coming up with special offers which will be exclusive to i-map x users.
At Invent Software Limited, we intend making a profit from our efforts, you may be relieved to hear. Our revenue comes from the growing number of third party organisations that want their services to be easily accessible.
None of these services are obligatory to use, though we hope that the huge amount of time that can be saved through not having to re-key case data when sending information to our selection of packagers, solicitors, etc will be of real benefit. We are also in the process of setting up links directly to insurance providers and lenders DIP systems. This is something that we have already been able to do with our range of server based software for mortgage packagers.
There are also two advertising banners in i-map, one is at the log in page and the other on the home page. We are also working with many of our partners in coming up with special offers which will be exclusive to i-map x users.
Is my data secure ?
Understandably, this is one of the questions that we are asked most frequently by prospective users of i-map x.
The security of your data is paramount to us.
All data is stored on dedicated servers in a secure data centre. Each individual firm's data is stored in an individual database providing strong isolation between your valuable client data and that of other users. This, combined with SQL injection resilient technology eliminates the possibility of your data being viewed by other users. The data servers themselves are protected by firewalls and as such the actual databases cannot be accessed from the general internet but only from a different remote computer housed in the same data centre. This computer can only be accessed from our offices or the data centre meaning that the system is as secure as current technologies will allow.
The servers themselves are IBM systems utilising RAID disk technology and redundancy to maximise resilience and are monitored regularly for any errors. Data is backed up to different disks daily meaning that in the event of a file corruption problem your data could be recovered quickly.
The security of your data is paramount to us.
All data is stored on dedicated servers in a secure data centre. Each individual firm's data is stored in an individual database providing strong isolation between your valuable client data and that of other users. This, combined with SQL injection resilient technology eliminates the possibility of your data being viewed by other users. The data servers themselves are protected by firewalls and as such the actual databases cannot be accessed from the general internet but only from a different remote computer housed in the same data centre. This computer can only be accessed from our offices or the data centre meaning that the system is as secure as current technologies will allow.
The servers themselves are IBM systems utilising RAID disk technology and redundancy to maximise resilience and are monitored regularly for any errors. Data is backed up to different disks daily meaning that in the event of a file corruption problem your data could be recovered quickly.
Over 200 firms registered for i-mapx as of today !
If you are an i-map x user, thank you for your support. If you are interested in the system you may find it reassuring to learn that today we passed the 200 mark for the number of individual firms that have registered to use the software. Click here if you would like to register, its easy to do and only takes a few moments.
I-map x is suitable for networks, mortgage intermediaries or IFAs and is free to use.
Each firm can set up any number of users and restrict access, so that advisers and administrators only get to view certain information.
We are continually adding and improving the way this software works, the feedback we have received from everyone so far has been very helpful. Thanks to all who have contributed ideas and comments! There have been several additions and amendments as a direct result of your interaction. In particular, improvement to the TCF record keeping on each case, and the compliance management screens. We are working on several new features presently, which include improvements to the management reporting, and the case contacts section which will offer any easy to use, communication hub to all parties involved in any one case e.g. solicitors, applicants, estate agents, valuers, packagers, lenders etc.
I-map x is suitable for networks, mortgage intermediaries or IFAs and is free to use.
Each firm can set up any number of users and restrict access, so that advisers and administrators only get to view certain information.
We are continually adding and improving the way this software works, the feedback we have received from everyone so far has been very helpful. Thanks to all who have contributed ideas and comments! There have been several additions and amendments as a direct result of your interaction. In particular, improvement to the TCF record keeping on each case, and the compliance management screens. We are working on several new features presently, which include improvements to the management reporting, and the case contacts section which will offer any easy to use, communication hub to all parties involved in any one case e.g. solicitors, applicants, estate agents, valuers, packagers, lenders etc.
Wednesday, 5 November 2008
Treating Customers Fairly
We will be running an update to the i-map x software towards the end of this week. A notable addition will be the new TCF record for each case. This can be accessed easily form the case summary screen, and is located on the compliance schedule, shown below:-
If selected this will allow the following information to be recorded against each case:-
If any changes are made to this information, the detail of the alterations are saved as part of the i-map x audit trail. I-map X is free to use for all mortgage brokers and IFAs, if you would like to register just click here.
If selected this will allow the following information to be recorded against each case:-
If any changes are made to this information, the detail of the alterations are saved as part of the i-map x audit trail. I-map X is free to use for all mortgage brokers and IFAs, if you would like to register just click here.
Monday, 3 November 2008
Improved compliance management
For users that log into i-map x with suitable compliance management access, we have improved the layouts and data of the compliance management screens.
This new layout shows the fact find validation score and the list of status of the documentation required e.g. IDD, Suitability letter etc.
For more info on our compliance management, the online manual has some good pointer.
Mass Marketing now added to i-map x
Just a quick post to make everyone aware that we have now added Marketing capabilities to the i-map x software. As i-map x users build up their client base, they can now communicate with any selection of current clients, such as those whose schemes/policies are due for renewal, or simply prospective clients. It is out intention to continue to develop the marketing capabilities of i-map x, the ability to keep in contact with growing client banks is a fundamental requirement.
If you are not an i-map x user yet it is easy to register and free to use...Just click here.
If you are not an i-map x user yet it is easy to register and free to use...Just click here.
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