Mortgage case workflow on i-map x

Any mortgage on i-map x can be progressed through a work flow. When first created a new mortgage is linked to a client as an enquiry. When this mortgage case is to be processed, you can move the status to a "live case". This is very helpful in differentiating between cases, particularly when running reports.









After which the case can be moved to the following stages:


I-map x is a web based software system for mortgage brokers and ifa's. It is free to use and easy to set up, just click here.

It is part of the i-map range of software owned and developed by Invent Software Limited.