OSL Broker™
OSL Broker™ is a mortgage broker management system designed to manage the
mortgage application process from an 'initial inquiry' through to the broker receiving
the lenders 'commission'.
Easy to use
Simple 'Click Through' buttons ensure quick and trouble-free navigation around the
program.
Multiple Lenders
The OSL Broker system is designed to operate either from a central location or stand
alone. Ideally suited to a brokerage providing multiple lender options.
Applications
All mortgage applications are created in the system by the Broker, when completed
the Broker simply prints out the applications or send via Adobe Acrobat® the
completed application to the proposed Lender. Options for multiple lenders, with
rates and mortgage criteria. Automatic gross p.a. income conversion to net monthly
earnings. Automatic debt to equity calculations to a specific lenders requirements
Automatic calculation of earnings to lender's earning requirements
Database (CRM)
Generate repeat business by managing your clients and prospects. Maintain applicant
Prospect and Client databases. Client database automatically updated with a successful
application Client grouping by job, income or area available. Automatic mail merging
to MS Word® Extensive filtering and sorting of both prospects and clients
by job, income or region.
Referrals
Maintain a database of your referrals, for example: real estate agents or solicitors.
Financial Calculators
Multiple loan mortgage management, e.g. 80/20 flat and interest only Loan, Interest rate
'what if' calculator, sell buy costs, savings targets, Yield.
Financials
The corporate module provides for a complete management of the commission income
received by the Broker on a successful mortgage application. From invoicing the
Lender, Receipting the commission and paying the Brokers.