iSourceMortgages User Guide
Contents
1. isourceMortgages User Guide Positioning isSourceMortgages is designed as a pre sales tool to aid brokers through the initial meeting with prospective clients On initial download brokers will be required to register with their company details including a recognised FCA number Functionality within the app includes e the ability to source on all UK mortgages including intermediary and direct mortgage products where applicable e the ability to see more information on mortgage products by tapping on the product and compare two products together both visually and graphically e asave and reload facility to enable previously searched client data to be reloaded and re searched e a full range of mortgage calculators to provide clients with information on costs including comparisons for overpayments underpayments buy to let calculator rate change calculator stamp duty calculator cost to borrow calculator remortgage calculator e aclient enquiry form which submits all client and mortgage related information to a secure server where it can be automatically imported to a back office system such as The Key Mortgage Brain s isourceMortgages App is available to download from the Apple App Store An icon will appear on the iPad as shown below Page 1 July 2014 iSourceMortgag Registration Having downloaded the App you will need to register before using it This is a simple process to follow and is necessary to give you access2. 20 528 Variable OOOO Hf Woolwich 2 39 7 20 579 Fixed Welcome Karen Crookes If you are not Karen Crookes please log out now Page 5 July 2014 iSourceMortgages Sourcing iISourceMortgages Licensed to Karen Crookes Welcome Karen Crookes If you are not Karen Crookes please log out now nel f Below is the first of three screens that can be completed to enable sourcing The mandatory fields are displayed with a red triangle in the left hand corner To move to the next screen simply swipe across the screen with your finger NOTE Not all screens need to be completed prior to sourcing it is entirely up to you how much information you choose to complete before displaying the results screen e ke iSourceMortgages Source Now Property Type Mortgage Purpose Search Priority Fa a AGa Eg Moving Home Remortgage Lender Panel All Lenders v Mortgage Repayment Type Capital and Interest Applicant One Date of Birth Gross Annual Income Va Employment Status Employed Self Employed Page 6 July 2014 iSourceMortgages Below is the second of three filter screens for sourcing This contains a range of filters for you to apply if required The green arrows on either side of the screen indicate there are screens prior to and after this one There are no mandatory fields on this screen The Schemes Included section is Corpora
3. Payment holiday C No HLC a Not stepped a Cashback OD rer Free valuation Page 19 July 2014 iSourceMortgages When reloading a Saved Search the app will ask if you definitely wish to reload the search Are you sure Loading the saved search for Mike Mover will clear all forms Load Cancel Having tapped Load the client details will be reloaded and the scheme list will be displayed automatically Settings This function allows you to decide on the default settings that you see in your version of the iSourceMortgages App You can determine for example how you would like certain information viewed how many schemes you wish to display for your client etc More importantly to determine that other people cannot access the client information within the app you can decide how long you wish the app to stay open before requiring the password to be re entered MortgageBrain Sourcing do Calculators gt Saved searches Enquiry Page 20 July 2014 isourceMortga Taking each item in turn Show Lender name in results if you wish to hide the lender logos when sourcing slide the button to OFF Although the lender name will not be displayed the enquiry form will still include the name of the lender that was chosen from the list Include ERCs in cost over period within the scheme list there is the choice to include a calculated column which is either Cost inc ERC s over N ye
4. a large Network Corporate whereby you currently have your own preferred lender panel for sourcing and or you only have access to certain products such as exclusive products or only intermediary products then these settings will all be controlled when you initially register to use the app Enquiry Lead Form iISourceMortgages Welcome Karen Crookes it you are not Karen Crookes please log out now A customer enquiry form is available either from the home screen as shown above or within the scheme list window This form records information on your client and allows you to save the data to a secure server to retrieve at a later date Enquiry Form from the Home Screen If the enquiry form is opened from the Home screen the form will be blank as no client data would have been collected at this stage This therefore allows you to enter details manually for the new client you are talking with and collect free text notes on any discussions held A iSourceMortgages Submit Customer Enquiry Form Page 22 July 2014 Enquiry Form from within Sourcing If the enquiry form is used from within the scheme list window it will pre populate with the clients personal data together with details of mortgage products maximum of two reviewed with your client A free text note box also allows you to include some specific notes if required The enquiry form is accessed by tapping on the envelope icon in the top right hand corner wit
5. require you to confirm your email address You must do this before you can log into isourceMortgages The second email will confirm the subscription changes to your account e You will need to tell your nominated colleagues which email address and password to use to enable them to login to isourceMortgages They will also each receive an email requesting them to confirm their email address They must do this before they can login to isourceMortgages Once they have logged into the app they can then change their password Page 2 July 2014 iSourceMortga If you want to create a new account and pay for it yourself then you can e Download the app and register using the Create New Account option e Call Customer Services on 0871 384 0056 and ask them to create a new account for you e Once registered you will receive three emails The first email will require you to confirm your email address The second email will confirm your unique Site Reference and My Account password you should keep this safe The third email will confirm your subscription details If you want to include additional people in a new account then the process is as above If someone else is paying for you to use iSourceMortgages then they must register your email address and choose an initial password for you They must tell you what this password is You can then download and install the app and login using these details You will be asked to choose a new pass
6. to the functionality within the App There are different registration options depending on your status and these are described below If you are the owner of an existing Mortgage Brain account then to use the app you can either e Download the app and register using the Use Existing Account option You will be asked for your Site Ref and My Account password to give the authority to charge to your account e Use My Account and register for isourceMortgages Then confirm your email address download the app and login To login to My Account click on the following link https secure mbl co uk mbwebservices manage Default aspx e Call Customer Services on 0871 384 0056 and register they will confirm that you are the account owner Then confirm your email address download the app and login e Once registered you will receive two emails The first email will require you to confirm your email address You must do this before you can log into isourceMortgages The second email will confirm the subscription changes to your account If you are the owner of an existing Mortgage Brain account and you want to pay for other people to use the app then you can create an account for them either e When you download and register the app for yourself e Or by using My Account https secure mbl co uk mbwebservices manage Default aspx e Or by calling Customer Services on 0871 384 0056 e Once registered you will receive two emails The first email will
7. 3 14 35 Show notes for 7 Chert IF Sale I Product M Tasks I7 System 02 05 203 143508 Product 1 LendereLesk Untied 8S DesoniptiorF wad tit 30 06 ee Rate 2 23 Reverting Ratew5 19 intial PMS Leeds DerenptionsE une Mastery pwn anager tes Rate Ghentron Ratex5 69india 02 06 2013 14 38 06 Apghcart 1 Age is 32 Advisor Prevent Adder Non UK Detect Bith None IIR Yoriy Add Note fa Ne which time they will be automatically deleted Alternatively you can print the lead information out as a PDF or csv file or import it into an excel spreadsheet or csv file Your leads will be held on the server for a maximum of six months after Page 28 July 2014
8. Crookes please log out now Page 18 July 2014 iSourceMortgag Each client search is automatically saved within the Saved searches section time and date stamped A maximum of five searches are stored against the client name If a client name is not collected during the sourcing process then this will be stored as Last Name Unknown First Name Unknown as shown in the screen below Each search can be tapped and will open up to display multiple searches for the same client underneath the headline information iSourceMortgages Saved Searches Date Last Name First Name Last Name First Name 20 February 2013 Mover Mike 20 Feb 2013 12 04 Property Price 345 000 Loan Amount 182 000 i 19 February 2013 Buytolet Barry 19 February 2013 Unknown Unknown As well as the headline information displayed against each search there is the ability to see more detail on the search by pressing the information button i This displays the mortgage details client details and any filters that were applied during the search A saved search can be reloaded and will source on current day data Saved Searches Date Last Name 20 February 2013 Mover 20 Feb 2013 12 04 Property Price 19 February 2013 Buytolet 19 February 2013 Unknown Annual income Adverse credit Tava i gt a Arrangement booking fee can be added to loan C All fees can be added a Free legals C Overpayments a Underpayments C
9. Karen Crookes Source Mortgage Brain Page 1 of 5 Auwailahia martaanaa neradiiste nranarad far Bin aan 40 Anvil 9412 Page 12 July 2014 ra iSourceMortgages Tapping on the Calculators button will display a range of calculators available for you to demonstrate different scenarios to the client some in a graphical way iSourceMortgages Licensed to Karen Crookes Calculators Cw bell Saved searches g Enquiry 7 4 ie Settings Welcome Karen Crookes If you are not Karen Crookes please log out now ail f Eno a s TET iSourceMortgages Mortgage Calculators How much can I borrow How much will it cost Can I save by remortgaging What if rates change What if I overpay How much is my Stamp Duty Buy to Let Compare schemes Page 13 July 2014 iSourceMortgages uch Can I Borrow Based on multiple incomes built into the calculator and not on lender s affordability calculators this will give you an indication of the amount your client s may be able to borrow ort TS Mortgages iSource Mortgages Disclaimer This is only an indicative amount based on market averages and is not a guarantee You should ensure you assess the customer s individual circumstances in more detail Demonstrate to your client the difference in monthly payments depending on whether the mortgage is based on a repayment or interes
10. ST do this before you can log into the app initially Page 4 July 2014 iSourceMortgages To ensure the client data you collect on iSourceMortgages is always kept securely you will be required to log in each time you wish to use the app The app will remember your email address once you have entered it initially so only your password will need to be entered each time Login Details Crang Password ED Password Register Login Once you have logged in successfully the app will display your name as being licensed to use the app as you can see in the top right hand and bottom left hand corners of the home screen and will also display it at the top of the scheme list window within sourcing You should not use the app if anyone else s name is displayed If this happens please logout and contact Customer Services iSourceMortgages Licensed to Karen Crookes ISourceMortgages Total Cost Licensed to Karen Crookes initial any Compare Lender pone P ie j i N Rate pas Redemption Over 2 Years Type ayment ate ayment Period ees Charge Inc ERCs COVENTRY 74 4 20 130 Fixed COVENTRY 74 4 20 411 Fixed Q i z Sourcing g Calculators gt Saved searches g Enquiry a c is Settings a o 20 417 Variable 20 468 Fixed 20 476 Fixed 20 476 Fixed 20 476 Tracker Help 20 476 Tracker 20 501 Fixed 20 501 Tracker VERN N 0
11. Total cost over X years inc ERC or the Total cost over X years ex ERC which can be switched on or off within the Settings function Each column can be reordered alphabetically or numerically by tapping on the column heading Be aware that if sorting the Lender column into alphabetical order it may not look as if it has reordered But this is because the column will be sorted on a mixture of lenders and club network exclusives For instance in the screen below Coventry is displayed above Abbey as the Abbey scheme may be L amp G Abbey iSourceMortgages Licensed to Karen Crookes All sl Fixed Tracker ajja Total Cost Over 2 Years Inc ERCs z E eee e EE ET E O feee ir e om eoe am ee ae fe rw emma e r am cor ae oe nr we me ows ene am oe ae wo one re initial Initial Reverting Reverting iiis aai aliai Rate Payment Rate Payment Nation your side Page 8 July 2014 To see further information on any of the schemes displayed tap once on the scheme A pop up box is displayed on screen Tap Done to close the window Nationwide Nationwide B Soc Valuation Fee 295 Cashback Valuation Admin Fee 65 Portable Booking Fee 99 Underpayments Arrangement Fee 0 Overpayments Telegraphic Transfer Fee 25 Payment Holidays Other 0 Total Initial Fees 484 Final Fee 90 Further information Notes Purchase EX Borr 2 yr Fixed Early Repayment Charges 90 plus 3 in years 1 2 Step
12. What if overpay a How much is my Stamp Duty payr Buy to Let scneme 2 Repayment Interest Only J Calculate Scheme 1 Yorkshire 8 heme 2 HSBC Bank 161 604 r U i Compare Schemes From this screen you are able to demonstrate to your client the difference it makes to the schemes if fees are added to the loan or if one is on a repayment basis versus interest only etc Page 10 July 2014 iSourceMortgac Functionality on Scheme List Screen The scheme list screen displays a number of additional items of functionality as described below Peed es nm mortgages iISourceMortgages Licensed to Karen Crookes Fixed Tracker ay 4 initial Initial Reverting Reverting initial Initial eich Total Cost Rat P t Rat P t srs F ir Over 2 Years ate aymen ate aymen Perio ees Inc ERCs Compare Lender FCB ee oe er om oe oem een e OIRA oo sme ows ea am om ae om om re 0 forme er ene os ene am oe ae om feee e em ee ame ow em am om ae om nr re O feg oem sm rs eae am oe ae om ome e mortgages mortgages mortgages k mortgages 7 cord 4 34 1 937 5 99 2 257 mortgages In the top left hand corner is the Home button This will take you back to the main screen where you can access the six main function buttons The back icon will take you back to the first screen for sourcing allowing you to amend any search criteria The
13. ars or Cost ex ERC s over N years Depending on your preference when sourcing you can switch this column over Saved searches instant search this determines whether the search box at the top of the saved searches screen performs a search as you type or performs a search after pressing search from the keyboard You may want to turn instant search off if you start to accumulate a large number of saved searches and your device becomes sluggish whilst searching Show direct products if you wish to search on intermediary products only slide this setting to OFF Default cost over period sourcing allows you to calculate the total cost over 2 3 or 5 years This setting determines the default number of years however you can still override this in sourcing if desired Maximum number of products to return from the server this will determine the top X schemes displayed in the scheme list based on your initial search Be aware if this is defaulted to All and you are using your smart phone as a hotspot rather than using a 3G connection you may find the results are returned a little slower Require password after iPad hardware home button is pressed to protect the security of the client data within your app it is recommended that you set the password to a reasonable time delay Settings on om on on 2 Years Page 21 July 2014 iSourceMor Network Corporate users Please note if you belong to
14. c What if overpay Reduces from 229 380 to 225 481 saving 3 898 How much is my Stamp Duty Buy to Let Compare schemes Outstanding Balance at year end Events List Date From Date To Overpay by a regular amount Mar 2013 Mar 2015 Page 16 July 2014 iSourceMortgages How Much Is My Stamp Duty A simple calculator based on current stamp duty calculations This also includes the ability to indicate whether your client is a first time buyer or not iSourceMortgages How much is my Stamp Duty 345 000 What rates change i What if I overpay Calculate How much is my Stamp Duty Buy to Let Buy to Let The mandatory fields are indicated by the red triangle in the corner It provides you with the ability to calculate how much your client may be able to borrow based on completion of the mandatory fields D iSourceMortgages Mortgage Calculators Buy to let Page 17 July 2014 iSourceMortgages Compare Schemes This is a graphical calculator that allows you to demonstrate to a client the difference between two schemes based on rates repayment basis adding fees to loan etc iSourceMortgages Compare schemes Rate 1 Repayment Interest Only Calculate ee 1 Yorkshire B Soc Compare Schemes Scheme 2 HSBC Bar 161 cot Saved Searches urceMortgages Licensed to Karen Crookes Welcome Karen Crookes If you are not Karen
15. hin the product list screen as shown below iSourceMortgages Licensed to Karen Crookes All Fixed Tracker Initial Initial Reverting Reverting initial Initial Saks Rate Rate Payment Rate Payment K Fees Period Compare Lender Type fos fev et aes es et om a me ens re m eum oe a e rm to 792 3 99 iSourceMortgages Submit Customer Enquiry Form Mover mike mover hotmail com 07788 123456 Preferred Method of Contact Have you found a property The enquiry form will pick up the product details for the schemes that have been viewed and include the information in the enquiry form By tapping the Submit button top right hand corner the enquiry form is then sent to a secure server hosted by Mortgage Brain where you can retrieve the information at your leisure When transmitting client data from your laptop PC tablet device it is extremely important that the data is sent securely Thus the client data within the enquiry form is automatically encrypted on sending to the server Page 23 July 2014 iSourceMortgages Other Functions Within the enquiry form window there are three buttons at the top of the screen The first button allows you to import client data from sourcing into the enquiry form For example if you have collected client data in sourcing and exited out rather than having to go back into sourcing to complete the enquiry form you can import the client data in
16. l co uk lead_management leads keyin BO X mbl co uk File Edit View Favorites Tools Help x Google v 33 Search 7 RH Share More gt gt ey Colray Crafts Home OnLi 8 Today on MSN Cars Download Windows Live Entertainment W Homepage W Maps 2 Money v iSourceMortgages MortgageBrain iSourceMortgages If you require any assistance please contact iSourceMortgages on 0871 384 0056 or MortgageBrain B2C on 0871 384 0053 Setup Auto Export to the Key Auto Export Enabled C Export leads for ALL users Key URL Key Source ID iSource Key Target ID Confirm Lead Manager Password g Sr 2 X S mbl co uk x lna E in Us 293 Page 27 July 2014 A the key g Start Page p New Client a A Chere Sales Proces Open E Offine chert only Chert search resus 221 cherts found Lant search rests Dick here to customize results Man Detal Additional information Lead Detale Applicant 1 Tae Sem Home Tel Mobile Tel Work Tel 07971845388 01905888172 kates com Non UK Date of Birth IR Vert 10 Sex Home Tel Modde Tel Work Tel Contact Method Pretened Time Open Cle Teen _ Semch mon Ergon Rubble Hse wesw forsrisussea tew tentcom asas Hubbard fice 6 The Coud 8603 ieehebadiioudeomn aas STe eaw fonsz7es7z17 leehutbed ctoutcom 0206201
17. oger rem 07777 987654 MORTGAGE ISOURCE MORTGAGES Page 26 July 2014 iSourceMor Accessing your leads through the Key If you use the Key then your leads are automatically imported into the Key You will need to set up details of your Key account initially to ensure the leads are correctly imported To do this simply select the Set up Auto Export to the Key button within the lead management window The system Administrator will need to complete the details in the box displayed amp gt https services mbl co uk lead_management leads leads File Edit View Favorites Tools Help x Google i 4 Search RH Share More gt gt 33 Colray Crafts Home OnLi Today on MSN Cars Download Windows Live Entertainment Homepage W Maps g Money v iSourceMortgages MortgageBral n iSourceMortgages If you require any assistance please contact iSourceMortgages on 0871 384 0056 Enquiry Leads Direct users Site Ref 51995 Setup Auto Export to the Key Change Password Logout New Select Username Date a First Name surname ay Postcode Email Daytime Tel G karen crookes mortgage brain co uk 07 May 2013 Roger Remortgage Surrey Saas roger remortgage hotmail com 07777 987654 Select All Deselect All Set StatusTo ha Export to PDF ExporttoXLS Exportto RTF Export to CSV Export to XML D https services mb
18. our browser https services mbl co uk lead_ management Both ways will take you to the log in screen for the secure server To log in simply enter the same user name email address and password that you use to log into isourceMortgages F lt xm n https services mbl co uk lead_management a Box mbl co uk x m i th kee File Edit View Favorites Tools Help x Google v 3 Search 7 RH Share More gt gt 93 Colray Crafts Home Onli Today on MSN Cars Download Windows Live Entertainment f Homepage Maps E Money v iSourceMortgages Mortg ageBrain isourceMortgages Welcome to Mortgage Brain s Secure Lead Management System By logging in you will be able to retrieve your own personal leads from iSourceMortgages You can access the leads by entering the same email address and password as you use to log into iSourceMortgages If you require any assistance to log in or have lost your password please contact iSourceMortgages on 0871 384 0056 User Name Password Remember me next time Log In Page 25 July 2014 iSourceMor The following screen will show all of your leads that have been submitted to the secure server The status of the leads can be changed when appropriate More information can be seen for each lead by clicking on the cross adjacent to the entry The lead data can also be printed as a PDF exported to an excel spreadsheet or manuall
19. ped rates and payments 2 64 Fixed for 24 months Thereafter 3 99 Standard Mortgage A maximum of two schemes can be compared at any one time To compare the schemes check the boxes adjacent to the schemes and tap the compare button which looks like a set of scales iSourceMortgages 7 Licensed to Karen Crookes Compare Visually Te Compare Using Calculator Rate 2 Period 20 468 initial Initial Reverting Reverting n compans ia Rate Payment Rate Payment 4 4 3 9 4 5 3 9 20 476 3 9 20 476 3 9 3 9 3 8 3 8 5 0 3 7 Page 9 July 2014 iSourceMortgages There is the option to display the two schemes visually which will display them in a pop up box as shown below scheme Comparison Abbey Valuation Fee Valuation Fee Valuation Admin Fee Valuation Admin Fee Booking Fee Booking Fee Arrangement Fee Arrangement Fee Telegraphic Transfer Fee Telegraphic Transfer Fee Other Other Total Initial Fees Total Initial Fees Final Fee Final Fee Cashback Cashback Portable Portable Underpayments Underpayments Overpayments Overpayments Payment Holidays Payment Holidays Or there is the option to compare using calculator This takes the two chosen schemes and inserts them into the calculator titled Compare Schemes a D iSourceMortgages Mortgage Calculators Compare schemes dice E as Can I save by remortgaging Scheme 1 What if rates change Rat R1 Pe
20. print icon will create a PDF of the whole of the scheme list which can then be emailed or printed see screenshot below This is the filters icon which will take you from the scheme list back to the filters screen where you can select or deselect any specific filters before sourcing again to update results The enquiry form provides you with the ability to submit your client s personal and mortgage details together with scheme information to a secure server for retrieval at a later date The compare function allows you to compare on screen or in a graphic format a maximum of two schemes Select the schemes by checking the box to the left of the lender logo Page 11 July 2014 iSourceMo Printing the Scheme List The full scheme list can be printed emailed or copied to another application Simply tap on the print icon from the scheme list window and then tap the arrow icon as shown below Your iPad will display the options available to you depending on whether you have your email or printer links set up MortgageProducts pdf Initial Reverting Reverting Initial Rate Lender Initial Rate Payment Rate Payment Period Initial F Open in mortgages mortgages Accord ai maaus EO ae 3 54 1 781 00 5 99 2 244 00 5 7 43 572 Fixed mortgages H pmnan o o xe z mortgages Pccor J 3 49 1 772 00 5 99 5 7 43 984 mortgages Produced using iSource Mortgages Version 1 2 R3 for iPad Licensed to
21. t only basis T T iSourceMortgages Mortgage Calculators How much can I borrow How much will it cost Loan amount Rate 1 Period 1 Rate 2 Period 2 1 82 000 l 3 45 24 years years Can I save by remortgaging CONE O cite What if rates change Repayment interest Only How much is my Stamp Duty The cost will be Buy to Let 887 25 per month Compare schemes Page 14 July 2014 iSourceMortgages Having input the client s current loan amount monthly payment and term remaining this calculator will return one of three responses Possibly Yes and No These results are based on inbuilt boundaries within the calculator So a saving less than 250 over three years will return a No message a saving between 250 and 1 000 over three years will return a Possibly message and a saving greater than 1 000 will return a Yes message This then provides you with the ability to run a more indepth remortgage source in ALL NEW MortgageBrain Mortgages eet Can I save by remortgag gfss45000 sid It looks like your customer might be able to save money on their mortgage This has been calculated using the details input and the products currently available in the marketplace factoring in not just the interest rate and the arrangement fees but other costs such as legal and survey fees Clearly indicates to the client how their monthl
22. te specific and consequently you may not see both options in this section The Cost Over Period section can be defaulted to your own requirements within the Settings function e iSourceMortgages Source Now Top Filters Rate Control All Periods v Cost Over Period Schemes Included Cost Over a 5 7 The third and last screen allows you to collect details on your client s including any adverse credit history they may have This information will pre populate onto the enquiry form within the scheme list When the Adverse credit question is switched to Yes it will reveal questions on items such as CCJs Arrears IVAs etc All adverse credit questions work as they do within ANMB taking the total adverse history for both applicants If you do not collect your client s name prior to sourcing then the search will still be saved but will be displayed as First Name Unknown Last Name Unknown ev 9 iSourceMortgages Source Now Applicant One Details Employed j Self Employed Retired Date of Birth Home Telephone Mobile Work Telephone Email Address Page 7 July 2014 iSourceMortga The scheme list displays three tabs All Fixed and Tracker The number of schemes displayed depends on the default number you have set in the Settings function available from the Home screen The columns of information are fixed and cannot be changed by the end user apart from the inclusion of either the
23. to the enquiry form by accessing it from the Home screen vr 9D iSourceMortgages Submit Customer Enquiry Form ei ao BS Robert Daytime Tel Mobile Evening Tel Home ee es The next button allows you to save the customer s enquiry form which will then retain it on the app and allow you to access it at a later date To access it simply tap on the third button which will show a list of all saved enquiries Please note saving the enquiries does not automatically submit them to the secure lead server To send them to the server you must remember to tap the Submit button vee iSourceMortgages Submit us 9D iSourceMortgages Submit Customer Enquiry Form BS Customer Enquiry Form i ae BG Saved Enquiries ait Remortgage Robert Daytime Tel Evening Tel 4 Daytime Tel Mobile Evening Tel Home ee ee ee Page 24 July 2014 iSourceMort Accessing your leads to manually rekey If you are accessing your leads to rekey them directly into your own database or mortgage sourcing then you will need to log into the secure server You can access the secure server through the iSourceMortgages app itself by displaying the Customer Enquiry Form and tapping the Access Leads button shown below A 2 iSourceMortgages Submit Customer Enquiry Form na Preferred Method of Contact Have you found a property Or alternatively you can tap the following URL into y
24. word when you first login You will also receive an email asking you to validate your email address which you must do before you can login Registration screens Having opened up the app tap Register and select Create New Account or Use Existing Account depending on which category you fall into Koe Blatt with Mortgage Brain and an account password you may use these to register using your existing Mortgage Brain account Create New Account Use Existing Account Page 3 July 2014 iSourceMor Follow the registration process remembering to complete the mandatory fields highlighted with a red triangle in the corner of the input box When creating a new account you will be required to enter your FCA number and tap Find Company This will then display your company details Tap to confirm the address or if you wish to input your own address cancel the pop up box and type your own address details into the relevant fields within the form iSourceMortgages New Account Registration Find Company For existing account registrations you will be required to input your account password and existing Mortgage Brain site reference and then tap Verify Company to confirm your details iSourceMortgages Existing Account Registration p p p 4 AA Verify Compan Once the registration process is complete you will be sent confirmation emails One of these emails requires you to validate your email address You MU
25. y imported to another database using the CSV or XML option amp lt 2 hitps services mbl co uk lead_management leads leads File Edit View Favorites Tools Help x Google F BOX VS mbl co uk X Fr Search RH Share More gt gt Signin sig Colray Crafts Home Onli E TodayonMSN Cars Download Windows Live Entertainment Homepage W Maps E Money v p MortgageBrain iSourceMortgages iSourceMortgages If you require any assistance please contact iSourceMortgages on 0871 384 0056 Enquiry Leads Direct users Site Ref 51995 New Setup Auto Export to the Key Change Password Logout ia Select Username Date a a First Name Surname das Postcode Email Daytime Tel G karen crookes mortgage brain co uk 07 May 2013 Roger Remortgage Surrey A roger remortaaae hotmail com 07777 987654 Select All Deselect All Set Status To i Export to CSV Export to PDF Export to XLS Export to RTF Export to XML The screen below shows the lead information in a PDF format T Enquiries pdf Adobe File Edit View Document Tools Window Help Mr Roger Remortgage 1 The High Street Croydon Surrey Two products from Woolwich and Nationwkle B Soc were passed in from the product list Details of the CRO 2UW products wili be forwarded to the lead management server along with this enquiry r
26. y payment may change if rates are increased or decreased The rate change increments are automatically built into the calculator as you can see from the pop up box that appears ro iSourceMortgages Mortgage Calculators How much can I borrow How much will it cost Loan amount 182 000 e te ates 2 ay e Ss Can I save by remortgaging Rate 1 Period 1 Rat MonthI ates onthly 13 24 Wo4 2 00 796 22 years 2 25 818 42 What if rates change 2 50 841 02 i Rate 2 Period 2 What if I overpay AA e 2 75 863 96 i 3 00 887 25 How much is my Stamp Duty years 3 25 910 94 R ment or interest ne 3 50 934 95 Buy to Let Interest Only 3 75 959 34 4 00 984 06 Compare schemes Calculate Page 15 July 2014 Ea iSourceMortga What If Overpay A graphical analysis calculator which allows you to input a variety of different events for the client and demonstrate the impact they may have on their mortgage term Once the events are applied the i will then display the potential interest saved and the term reduction a iSourceMortgages Mortgage Calculators What if overpay f 182 000 ae fa2a E Wo Calculate Outstanding Balance ee j Overpay with a lump sum Payment holiday Withdraw a lump sum Apply Event m T A iSourceMortgac gs Term information Mortgage Calculators Calculate Outstanding Balan
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