Finance Broking Module

The finance broking system has been designed specifically for the finance broking industry.

  • Maintain database of customers and potential customers with full details, applications and history.

  • Multiple brokers. Details are password protected from other brokers.

  • Automatically calculates interest rates, re-payments, residuals, brokerage, lease/hire-purchase comparison, and schedule of re-payments.

  • Reminders for applications to follow up, birthdays, and residuals due.

  • Quick calculations of contracts available without need for creating a client. Can quickly print, fax or email quotes to applicant.

  • Automatically produces financier invoices for brokerage and integrates to other EASE modules, including Debtors (Accounts Receivable) and sales analysis.

  • Produce client lists, adhesive labels.

  • Integrates with popular word processing packages.

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