Home Products Back Office Software Mortgage Lender Software Features

"Impact Mortgage Lender" Features:

"Impact Mortgage Lender" is split into several key areas listed below:
  • Core System - Data entry, reporting, management, workflow and diary.
  • Document generation system - Document merge, editor, historic storage.
  • Client Payment System - Interest only, repayment, drawdowns, redemption, statements, fees.
  • Document scanning and attachment
  • Web Module creation / Integration
In addition to the above, we can even tailor new modules to create the perfect end-to-end solution.


  • Customer management
  • Broker management
  • Advanced client payment system (multiple function)
    • Capital and repayment
    • Interest only
    • Rolled up interest
    • Handles multiple payments
    • Handles overpayments
    • Late payments
    • Ability to add or change interest rates
    • Multiple drawdowns
    • Mortgage statements
    • Redemption statements
    • Add fees to the loan
  • Document merge module - create documents at the touch of a button
  • Custom forms - We can add forms and fields quickly
  • Data entry audit system
  • Key Facts System
    • Ability to change rates
    • Ability add on fees
    • Ability to select from lender or broker
    • Automatically produces KFI
    • Calculates APR and Price per pound borrowed etc
  • Offer documents, Letters, Initial Disclosure Documents
  • Loan administration
  • Integrate real time online case tracking for brokers
  • Document generation (View picture)
    • Automatically merge fields from templates
    • Highly professional looking documents
    • Send facility via built in email or to printer
    • Automatic historic storage of sent documents
    • Auto populate brokers or clients or solicitors email address
    • Optional header and footer
    • Make changes to documents using built in word processor
    • Completely web based (No need for microsoft word)
    • Works on Chrome, IE, Firefox, Safari (Windows/Mac)
    • Emailed documents are automatically converted to PDF
  • Document attachment and scanning system (View picture)
  • Advanced reporting system (management / periodic etc)
    • quick reports
    • Dashboard reports
    • Graphical reports
    • Excel reports
    • Advanced Excel reports (including excel formula's, graphical charts etc)
  • Integration (price comparisons, website, broker portals etc)
  • Diary and work flow (View picture)
    • Diarised tasks and notes (never miss a deadline again)
    • Auto populate work flow (never miss a compliance procedure)
    • View overdue diary events
    • View your future diary
    • Assign notes, todo's and or tasks to your colleagues
    • Optional status work flow with status history
  • Broker/Introducer Management system
  • Client/Broker/Introducer payment and fee system
  • Marketing system
  • Enhanced Security
  • Client facing websites
  • Real time, online quote systems
  • Online real time policy documents and payment systems
  • Credit card payment systems
  • Telephone Integration
  • Add on Multiple securities (View picture)
    • 1st Charges
    • 2nd Charges
    • Debentures
    • Guarantees
    • Charges over cash
    • Assets
    • etc
  • Email alert system
  • Enhanced Security
  • Tailored modules

Thank you for contacting us
Business & Technology Centre
Telford Innovation Campus
Telford, Shropshire TF2 9NT
United Kingdom
Contact us
Business & Technology Centre
Telford Innovation Campus
Telford, Shropshire TF2 9NT
United Kingdom
Arrange a demo
Business Type
Where did you find us?
submitted successfully

Thank you for your submission, we aim to respond to you within one business day.

For any additional questions, please contact us on
+44(0)1952 244660

Please click "Continue" to hide this banner.