FLeaTS User Manual FF
Contents
1. Exit Favourites one User 5 Example of a search on ANZ LVR policy we connect shore thrive 871 anz ivr policy 1 Click to sort results by Time ANZ Broker Enquires 1800 812 785 Manuals Policy Matrix Shot Form 791KB licy Manual 0 9MB Print Options v ANZ Everyday Income and supporting do entation LMI requirements LVR ANZ Full doc Reviewed 04 01 2011 N Source Credit Manual LMI is a form of insurance that is used to protect ANZ against financial loss when a borrower defaults and a shortfall arises following the sale of the security property LMI will pay ANZ the shortfall between the sale price and the amount owed to ANZ LMI applies when the maximum loan to value ratio LVR is exceeded For standard residential property LMI is g payable when the LVR is greater than 80 9 For non standard residential property please refer LVR Guidelines table ty Haz Your guide to ANZ Policy 01 11 item No 73198 01 2011 W215680 040111 pdf 791KB Q 6 Qe auidetines 4 ANZ Full doc Reviewed 04 01 2011 Source Credit Manual P Without With a NES Standard Residential Property Standard Residential hames inite and tnawnhnaneses finclides hnmes Note All documents are date stamped You can use your scroll bar to scroll through all documents select what you want and print or save V02022011DH Page 27 Firstfolio Limited FLeaTS User Manual Invoicing and financial The syste2. When an existing client returns for another loan you can create a new record from the previously settled one 1 Click on the A icon to access the Settled and dead lead archives then enter the appropriate search information to locate the client s record This can be name tracking ID etc ropriate client s record 2 Highlight the bl 3 Click on the icon in the left margin not the one at the top of the page 4 This will take you to the same client set up screen and all information will be copied from the previous record 5 Ensure that you amend any changes if necessary V02022011DH Page 9 Firstfolio Limited FLeaTS User Manual Your client list amp FleaTS Find anything _ Lead Stats All Leads pi ik tems da cave Applicant name ID Amount Loan type Lead State Next Action Next Action Date v DY Mr John Smith 5014075 300 000 Purchase Appointment made Meet applicant 27 Sep 2010 09 45AM Bl tends received i DY Mr Phil Applesmith 5014078 450 000 Purchase Appointment made 15 Oct 2010 10 00AM E pant nctilmnent date 9 I Mrs Sandra Long 5023276 50 000 Purchase Appointment made 21 Oct 2010 08 30AM E3 Dest out cation ete 30 l Mr Fred Smith 5017452 150 000 Purchase Awaiting Customer Decision Call applicant 28 Oct 2010 12 00AM xi Mr William Wilson 5026761 250 000 Purchase Contact made 04 Nov 2010 10 454M AY Mr John Smith 5013766
3. 10 10 ll ll 12 13 14 t3 15 16 18 18 19 20 21 23 24 24 29 26 26 28 28 29 29 29 29 30 31 31 31 32 33 Firstfolio Limited Accessing the loan matching system from current record Accessing the loan matching system for a new prospect Qualify your client Find the appropriate loan What if scenario Product features comparison Provide your customer with a quotation Amending a quote Emailing the quotation and other information to your client Printing your quotation and comparisons Create new client from loan scenario and prospect NCCP compliance Forms Client Needs Analysis Form CNA National Finance Broking Agreement and Appointment to Act FBA Accessing Forms Create a contacts database Backing up your records Reporting a problem Menu Glossary Top menu bar Side menu bar V02022011DH Page 3 FLeaTS User Manual 34 34 37 38 42 43 43 45 46 47 48 49 49 49 50 50 53 55 56 57 57 58 Firstfolio Limited FLeaTS User Manual FLeaTS FLeaTS consists of several components including 1 Client Relationship Management CRM 2 Commission management and financial forecasting 3 Sales and lead management and tracking 4 Loan matching and comparison software This manual is designed to provide you with an overview of the workings of the software and a guide as to how to get the best out of it FLeaTS if used to its maximum will provide
4. Send Pre Ap Save Updates and Exit D Settlement Date Package Product Loan Number Thu 13 August 2009 Not Applicable Equity Manager fi 7 a pamm ati Ja X Bank Reference Loan reference Name s on Loan Application ioo 520 000 eui Get Accepted Offer E 101 000 O0L04 i011 J oa Select new comment Please select z Sy v Lead state Date Comment Entry by pee Settled by lender Tue 18 Aug 09 lt lt Email sent to sboyd echoice com au gt gt srjwr duser a Settled by lender Mon 17 Aug 09 lt Email sent to sboyd echoice com au gt gt call me duser Settled by lender Mon 17 Aug 09 Applicant details updated duser Settled by lender Sat 15 Aug 09 duser Settled by lender Fri 14 Aug 09 Applicant details updated duser Settled by lender Fri 14 Aug 09 duser Settled by lender hu 13 Aug 09 duser Full application approved hu 13 Aug 09 duser Full application submitted hu 13 Aug 09 duser bad one User duser offline V02022011DH Page 28 Firstfolio Limited
5. 300 000 Purchase Awaiting documents Call applicant 07 Nov 2010 08 154M D I mr John Smith 5027653 300 000 Purchase Full application approved Check settlement 08 Nov 2010 09 00AM eet DY Mr Denis Long 5027378 240 000 Purchase Appointment made Meet applicant 08 Nov 2010 10 00AM by xj Mr John Smith 5016306 250 000 Purchase Appointment made 12 Nov 2010 10 15AM ia 4 Mr James Smith 5015449 250 000 Purchase Contact made Call applicant 15 Nov 2010 08 154M vs Lead received 1 DY Mr Fred Smith 5013953 150 000 Purchase Awaiting documents Call applicant 23 Nov 2010 08 15AM g Contact made 3 9 Mr Daniel Smith 5021920 50 000 Purchase Appointment made 26 Nov 2010 10 00AM L peers Sa E DY Mrs Maryana Kovacevic 5023474 500 000 Refinance Awaiting Customer Decision Call applicant 29 Nov 2010 12 00AM M Awaiting documents ii 3 DY Mrs Maryana Kovacevic 5023466 235 000 Purchase Awaiting Customer Decision Call applicant 29 Nov 2010 12 00AM W Pre application submitted 3 DY Mr Fred Smith 5013516 200 000 Purchase Appointment made Call applicant 01 Dec 2010 11 00PM Documents issued 3 DY Mr Bill Smith 5013650 100 000 Purchase Awaiting Customer Decision Complete applica 02 Dec 2010 08 45AM Full application submitted 8 p Mr John Black 5028733 230 000 Purchase Contact made 03 Dec 2010 01 42AM aE Full application approved 3 E Mr David Testing 5028740 250 000 Purchase Awaiting Customer Decision 03 Dec 2010 02 11AM Settled by lender 8 E Mr John Bridge
6. Appointment made Awaiting Customer Deci Mot ready vet Customer 28 Awaiting documents Pre application submitted Pre application approved 23 Full application submitted Full application approved Settled by lender Self Guilt lead received Mot ready yet Long Te Pre pp Lapsed You are able to sort your client list simply by clicking on the top of the column you wish to sort by me M e Oo Alternatively you can create various views to suit your requirements w oo A l Lead status usage Using the pre set lead states in the system helps to prioritise your clients as well as your follow up activities In the table below is a list of all lead states along with their suggested usage 1 Lead received The initial lead state for a company generated lead These should not remain in this state beyond the initial contact All new company generated and issued leads should be contacted within two hours of receipt received Contact made Contact made should only be used as a transient state after Lead received Itis expected that a lead will only remain in this state for up to one week except in unusual circumstances Examples of when to use this state are customer asks you to call back to make appointment customer says they ll call you back etc Appointment made Expected next state after Lead received allowing for 2 above for mobile HLMs and possible for phone HLMs No lead should remain in this state
7. EiFleats FIFSTFOLIO Mr John Lender TBA BRISBANE 4000 QLD 00 0000 00000A 114 bigponds com aufemail To John Lender st The next action date for this lead willbe Salutation Hi John Subject eChoice Home loan Application Ref 6018360 IV Send a copy to me Please select Lead Contacts V John Lender Applicant Select Template x EH Use Ctrl Z to Undo Ctrl to Redo Ctrl X to cut Ctrl C to copy Ctrl V to paste Select Template FHB 2 month pre app follow up y Seas Drat as Draft Save tor Exchange Delete this email How to create a template User duser offline 1 Click on the Select template drop down 2 Select your template 3 Click the arrow to bring up the selected email View My Templates Save this email as a Template V02022011DH Page 21 Firstfolio Limited FLeaTS User Manual FLeaTS Brie FIFSTFOLIO i gt M 2 CERU EAR e kO S5 Mr John Lender TBA BRISBANE 4000 QLD 00 0000 0000AN 111 bigponds com autemail To John Lender The next action date for this lead willbe Salutation Hi John Subject eChoice Home loan Application Ref 6018360 IV Send a copy to me Please select WMy records indicate that you have now had your pre approval for two months so I am aad Contacts writing to see how you are going with the house hunting JV John Lender Applicant 4s you know The government has extended the current First Home Owner Boost for another th
8. Ref 6018368 MV Send a copy to me Please select Select email Recipient s Lead Contacts Vv Mary Mortgage Applicant m E Select Template x H Use Ctrl Z to Undo Ctrl to Redo Ctrl X to cut Ctrl C to copy Ctri y to paste o Add Attachment View My Templates Save as Dratt Save for Exchange Delete this email _Add Comparison Rates i Save this email as a Template User duser offline 1 You do not need to type the salutation as this is already set up in the client record In the example above the salutation is Hi Allan This can be overtyped if you like Similarly your email signature is also pre coded into the email 2 If you have created multiple contacts for this client you can select which contacts to send the email to by clicking the appropriate ones on the left side of the screen 3 When you have finished the email click Save for Exchange The email will not be sent until next time you Exchange your data 4 Attachments can be added to the email by clicking the Add Attachment button and following the directions V02022011DH Page 18 Firstfolio Limited FLeaTS User Manual 5 A copy of the email can be sent to your email Inbox by ticking the box next to the Subject line 6 If you need to exit the email prior to completing it you can save it by clicking Save as Draft Sending an email to a group of clients To send an email to multiple clients you highlight the clients in the cl
9. sick tanta ates ST z done User Started Wed 02 Feb 2011 This is the main screen and contains a listing of all your active clients and their current status Opening editing and updating a client record Select your client from the list and double click to open the record Tip 1 Holding your curser over an icon will open a box explaining what the icon is for Tip 2 To copy and paste to or from any part of the system use the following key strokes Copy Ctrl C Paste Ctrl V Cut Ctrl X Tip 3 If you are doing a split loan for a client remember to create the split lead in FLeaTS See item 7 below V02022011DH Page 10 Firstfolio Limited FLeaTS User Manual aca X c Beg O a fh eo Tracking Id 5015449 Mr James Smith known as James iJames ytreet SOUTH BRISBANE 4101 OID 27uu 123 456 M icant November 15 2010 08 15 A Office File Location Prodyct type Home Loan x Lead priority Low Prospect Loan Amt 250 000 inancedeetiste Please select Loan purpose Purchase ad Pad History Verified Documents Lender Details T Date Lead State Comment mame Thu 11 Nov 10 Lead received dean up h d Wed 21 Apr 10 Lead dead dean up duser Wed 04 Nov 09 Lead State Contact made x Next Acti
10. you with tools that will help you to improve your business Installing FLeaTS Once you have been provided with your user ID and password you can install FLeaTS onto your computer There is no limit to the number of computers you can install the system on however if using multiple computers you will need to ensure that you Exchange your data both before leaving one computer and again before starting work on another You can install the system from the following website http www echoice com au fleats Full instructions for the installation are contained on the web page You can also install the add on link to the Pisces online lodgement system from this page However prior to doing so you should ensure that you have the necessary permission to do so and also that you are aware of the ongoing costs associated with this facility Gf any V02022011DH Page 4 Firstfolio Limited FLeaTS User Manual Where to get help A complete manual for both FLeaTS and Pisces Electronic Lodgement is available for download from the Firstfolio website at http www firstfolio com au partnering services bloom Additional assistance 1s available from For installation problems e John Nielsen on 1300 883480 For help with system use e Email fleats support firstfolio com au e Broker Help Line 1300 883480 e System Bug Button from within FLeaTS e Pisces Help 1300 135 970 For online lodgements only For issues relating to acces
11. 2011 FLeaTS User Manual cobloom lead management improve your bottom line through improved processes and management practices teatures manages customers from lead fo settlement increases productivity administers and manages commissions business growth fool D Harris Firstfolio Limited 2 2 2011 FLeaTS Installing FLeaTS Where to get help Logging on and changing your password Creating a new client Creating a new record for a returning client Your client list Opening editing and updating a client record Creating a split lead Editing Client contact details Adding additional contacts to a client s record Receiving a company generated lead The Lead Sheet Lead statuses Lead status usage Create a custom view Sending an email from FLeaTS Sending an email to a single client Sending an email to a group of clients Creating standard email templates Sending a standard email Sending an appointment email Reassigning a lead Deactivating a lead Reactivating a lead Searching for policy forms and lender information BloomSEARCH Invoicing and financial Claiming your commissions Draft Invoice Final Invoice Income forecast Past invoices Claiming exceptions Creating and maintaining lender accreditations Adding an accreditation Editing and deleting lender accreditations Loan Comparison Software and Product Information Product matrix V02022011DH Page 2 FLeaTS User Manual
12. 5027646 300 000 Purchase Appointment made 03 Dec 2010 10 00AM Notready yet Long Te 1 f Mr Samuel Black 5022868 250 000 Purchase Appointment made Meet applicant 06 Dec 2010 12 00AM r Mr John Smith 5022205 200 000 Purchase Full application submitted Check approval 10 Dec 2010 07 15AM il gi Mr John Smith 5029052 250 000 Purchase Full application submitted Check approval 10 Dec 2010 07 15AM E Mr Daniel Smith 5019739 520 000 Purchase Full application submitted Check approval 13 Dec 2010 07 30AM aS 5 Mr Denis Bridge 5025116 350 000 Purchase Full application submitted Check approval 16 Dec 2010 09 00AM o Mr Denis Bridge 5028742 50 000 Purchase Full application submitted Check approval 16 Dec 2010 09 00AM amp 02 Feb 2011 11 25AM Mr William williams 5023558 300 003 Purchase Awaiting Customer Decision Complete applica 22 Dec 2010 07 45AM A Allleads E Mr Frederick Jones 5016377 250 000 Purchase Pre application submitted Check approval 29 Dec 2010 08 15AM E Mr John Abercrombie 5028005 350 000 Purchase Full application submitted Check approval 29 Dec 2010 08 30AM Submissions 1 E Mr John Smith 5020544 500 000 Purchase Documents issued 29 Dec 2010 09 30AM B Miss Julie training 5027935 75 000 Purchase Full application approved Check settlement 19 Jan 2011 07 30AM Miss Julie training 5027934 240 000 Purchase Full application approved Check settlement 19 Jan 2011 07 30AM ARY PreApp approved II me ahn smith
13. May 2009 1 Meee iss Janine Henderson 5009258 431 000 Refinance Lead dead 19 May 2009 1 E Mr Henri Paul 5011827 123 000 Purchase Lead dead 19 May 2009 1 Mr Shane Bull 5010965 400 000 Purchase Lead dead Bull 19 May 2009 1 Be Mr Frank Davis 5011423 100 000 Refinance Lead dead 19 May 2009 1 Mr Shane Bull 5010964 1 000 000 Purchase Lead dead Bull 19 May 2009 1 Mr Shane Bull 5010966 250 000 Purchase Lead dead Bull 19 May 2009 1 EAC Miss Beryl Simpson 5011009 678 000 Purchase Lead dead 19 May 2009 1 Miss Janine Henderson 5011011 350 000 Purchase Lead dead 19 May 2009 1 E3 Mr Craig Murphy 5011422 700 000 Purchase Lead dead 19 May 2009 1 one User duser offline Note This area of FLeaTS also contains all your settled loans V02022011DH Page 25 Firstfolio Limited FLeaTS User Manual Searching for policy forms and lender information BloomSEARCH BloomSEARCH is a search engine within FLeaTS that provides the ability to search and download all lender documents calculators policy updates and loan information All lender changes are uploaded to BloomSEARCH within 24 hours of notification most with 4 hours In addition to new updates received all historical information is retained and remains available to view save or print To access BloomSEARCH click the EZ icon from within FLeaTS FIFSTFOLIO fe g e m a A s forms spreadsheets tables calculators rates c
14. ad s tracking id Current lead state Next action Next action date Lead priority Id Addimemoave fields Order By Next action date ascending All leads Submissions NAY Predop approved Current lt V02022011DH Page 17 This button enables you to select the lead Statuses that will be shown in this view You need to give the view a name and then you can save the view This button enables you to select the information that you see in the client list When you have created your preferred views they can be selected by clicking on the appropriate button These are located at the bottom left of the Client List Firstfolio Limited FLeaTS User Manual Sending an email from FLeaTS FLeaTS has the ability to send emails either to individual clients or to a group of clients The advantage of emailing from FLeaTS is that all your outbound emails are recorded in the client history Note FLeaTS cannot receive emails Replies to your FLeaTS emails will go to your normal email address and can the copied and pasted into FLeaTS Sending an email to a single client You can highlight the client in the client list or open the client record and then click the icon FLealS Mrs Mary Mortgage TBA BRISBANE 4000 GLD 00 0000 oaoa 0000 000 OOOO mmortgage oppond comfemail To Mary Mortgage The next action date for this lead will be Salutation Hi Mary Subject eChoice Home loan Application
15. age Income bo 333 00 70 00 e 333 00 Before Tax Rental Income 70 00 70 00 70 00 Before Tax s from Other Sources 70 00 70 00 70 00 Total Po 333 00 70 00 w 333 00 Monthly Loan Commitments ine credit card 70 00 Sales focus Pre Ready Loan search status am readytfor e Choice to find the best loan for me Property search status am in the process of looking for a property Anoroval required 60 90 days Other Offers Mo Sales chose Campaign Fromoti on Lead source Demo A User Specific Source Demo User Comments Pre Ready Looking at purchasing an investment property Will need to borrow the full purchase price plus costs Happy to use existing property as security Existing property held with ANZ Best contact time i between 3 Gpm on the mobile V02022011DH Page 14 Firstfolio Limited FLeaTS User Manual Lead statuses Lead stats The various lead statuses built into FLeaTS help 102 leads in cache you to prioritise your activities and also provide Needing Attention you with a meaningful overview of your portfolio z Leads received 1 H Fast next action date The statistics which are shown at the left side of your client list tell you how many active leads you have in your database how many are overdue for action and a break down summary of the various lead statuses By Lead State See Appendix 1 for a list of lead states and their Ree rEvIEW recommended usage Mew lead candidate Lead received Contact made
16. ble click to open the details Receiving a company generated lead If you are receiving leads from Firstfolio or eChoice these will be automatically placed into your client database You will receive an alert via email and or SMS To view the Lead Sheet open the client record from the client list and click the icon V02022011DH Page 13 Firstfolio Limited FLeaTS User Manual The Lead Sheet Applicant Mrs Cash Flow Confidential to O E AU Tracking number 6018365 emo A User Mrs Cash Flow personal details Soplication date hey 1909 12 52 Phi eChoice discussion Waw 19 09 01 05 Phi Email Fax Address TBA BRISBANE QLD 4000 Work 000000 00000 Home 55555555 Mobile 0000 000 0000 Oecupation hianagenal Yrs curr job 5 years Dependents Credit history Good Yrs prev job Joint app7 Mo self emp Ho Age bracket OK to record Yes Loan Information Property loc n QLOMAO00 B Orig loan amt 300000 0 Repay approach Property value 300 000 00 Loan to value 72 73 Interest structure Vanable Property type House THousefAct Rep to income 0 00 Branch network Property use Investment Property Extra security 250 000 00 ATMSEFTFOS Const Renovw Extra sec debt 100 000 00 Internet access Important Buyer status Buying again Latest loan amt 300 000 00 Current loan Loan reason Raise cash Refinance Current rate Current debt 0 00 Income details Primary ipp Joint Sop Total Before Tax Monthly W
17. ddress Save Updates and Exit Exit without saving User Stertec Note Some fields may be greyed out meaning that you cannot edit them via this process Changes of this nature need to be made by an administrator Contact your relevant support officer for assistance in these matters Adding additional contacts to a client s record You can add additional contact details to a client s record to enable emails to be sent to other related parties such as solicitor spouse etc This record also contains all other contact details Click the button on the main client list screen then click the Ceste new Contact button on the next screen V02022011DH Page 12 Firstfolio Limited FLeaTS User Manual S FleaTS Lead Contacts for Mr John Smith Name Association Company Phone Fax Mobile Email Address 1 Address 2 Suburb Tow Create new Contact Edit Contact Undo Delete Done Back to previous screen gon E User Starte wr eee When sending emails to the client you can now select additional recipients by ticking the boxes to the left of the FLeaTS email screen Select email Recipient s Lead Contacts M John Lender Applicant i Mary Solicitor Solicitor at Mary and Co To access additional contacts information open the client record from the client list and click the icon Select the contact and dou
18. eads can be reactivated at any time V02022011DH Page 24 Firstfolio Limited FLeaTS User Manual Reactivating a lead If you need to reactivate a Dead lead you can do this by clicking the icon FleaTS ajx k em Cle A Dead and Settled Leads Search J FIrSTFOLIO Search Options m Separate multiple tracking ids with 3 comma or space oem Use sign as wild card e g Posmith returns ali smith s with in first name rT e Please select to Please select Please select 0 to Pleasesclect mm M f All lenders X Tracking Id s Appacar Nama I Get associated parent children leads Max Lead down load count 100 Y Minimum value Maximum value Received date from Next action date From Last action date From Settlement Month Loan application name Bank reference Loan reference email address Lender User duser offline 2 x YX ee ee es er DE Search Again FleaTS J FIrSTFOLIO N Applicant name ID Amount Loantype State Lender Bank Ref Loan Ref Loan Applicatio Last action date Comment Mr Jack Johnson 5012341 600 000 Refinance Lead dead 19 May 2009 1 Mr Jack Black 5009254 674 000 Purchase Lead dead Commonwealth 19 May 2009 1 Mrs Friec amington 5009255 279 000 Purchase Lead dead 17 Apr 2008 0 kj Wig Helga mumphries 5009256 860 000 Refinance Lead dead 26 May 2008 0 Mr Frank Davis 5009257 229 000 Retmarice Had 19
19. eads created offline 0 Leads updated offline 0 Lead data exchange local time 25 05 2009 11 47 25 Next Action Next Action Date v Leads created offline 0 Call applicant 19 May 2009 02 43PM Leads updated offline 0 Call applicant 19 May 2009 03 03PM Call applicant 19 May 2009 03 12PM Lead data exchange local time 25 05 2009 11 42 18 Call applicant 19 May 2009 03 20PM Leads created offline 2 Check approval 26 May 2009 08 304M Leads updated offline 0 Lead Prospect Applicant null saved ok Lead Prospect Applicant null saved ok Lead data exchange local time 25 05 2009 09 53 19 Leads created offline 0 Leads updated offline 0 Lead data exchange local time 2205 2009 17 41 24 Leads created offline 0 Leads updated offline 0 Lead data exchange local time 22 05 2009 12 19 26 Leads created offline 0 Leads updated offline 0 Last Exchange 25 May 2009 12 11PM done User duser offline V02022011DH Page 7 Firstfolio Limited FLeaTS User Manual Once logged on a dialog box will be displayed showing a history of the most recent Exchanges Additionally this dialog box will provide an alert if any Comparison Rate Schedules have been updated Click the Close button to exit the Dialog box Creating a new client E FLeaTS fa pvtseosnosgeneyeconsnsccusgengausosenssegege
20. hecklists just type a lenders name and hit Enter it s that easy Tips 1 Do not make your search too narrow e g 52 Hectares Just hectares will give better results as 1t 1s unlikely that any lender policy refers directly to 52 hectares 2 Searching on say ANZ will give results on all matters relating to ANZ whereas discharge ANZ will provide results relating to ANZ discharge policy procedures forms etc V02022011DH Page 26 Firstfolio Limited FLeaTS User Manual Example of a search on ANZ Q CObloOM neas ANZ connect share thrive 5 i Fi ANZ Broker Enquires 1800 812785 More contacts if it s not on the Everyday Page just do another search Brochures Brochure Break Costs 137KB Credit Guide for Consumers 5KE Show more Brochures Rates Interest Rates Commercial Interest Rates Residential 17KB Propack Discounts Calculators ANZ Toolkit General Calculators Low Doc QualifyingTool 733KB Personal Loans Serviceability Calculator Total Buying Costs Calculator LMI LMI Premiums 221KB Manuals Policy Matrix Shot Form 791KB RolicyManual 0 9MB Show more Manuals Products ANZ Breakfree Fact Sheet 86KE ANZ Equity Manager Account ANZ Family Guarantee Loan 68KE ANZ Home Loan Fixed Rate 55KB ra ANZ Home Loan Simplicity PLUS 55KB ANZ Home Loan Standard Variable 53KB g ANZ Investment Loan Fixed Rate 57KB u ANZ Investment Loan Simplicity PLUS 57KE B 2
21. ication Self explanatory You should move all Full approvals into this state approved as soon as they are unconditionally approved 12 Settled Self explanatory Please move all settled loans into this state as soon as you have confirmed that settlement has occurred Also please ensure that you have the loan amount entered correctly as these activities will help to ensure that commissions are paid correctly and on time 13 Lead dead Self explanatory All leads to be made Dead must be moved to Inactive Lead Candidate for RM action approval Create a custom view Creating a custom view allows you to select the information you like to see It may be that you prefer to group one or more lead statuses into one view or you might prefer to change the information you see in the client list Change view settings To create your custom view click on the Change view settings button V02022011DH Page 16 Firstfolio Limited FLeaTS User Manual vet Lead list view Lead List view lew Mame current Change the view name to create a new wiem m Set as default view E Fleats Classic View Dark Line Color Light Lin Color This views is for lead states view applies to all lead states Appointment made a Awaiting Customer Decision Awaiting documents Contact made Add Remove lead states view leads of product type al product types View able Fields Lead Update Status Applicant name borrower Le
22. ient list and then Fo Ss click the ki icon Clients are highlighted by clicking on the first one and then while holding down the Shift key use the down arrow until you have highlighted all the clients to receive the email B FLests E a Sa Laem i amp ASN oO R E ar w o a FIFSTFOLIO a hime im 4 l a a og ff 5 IGE A Find anything Change view settings Lead Stats X All leads leads Applicant name ID Amount Loan type State Next Action Next Action Date v Mr John Lender 6018360 275 000 Purchase Lead received Call applicant 19 May 2009 02 43PM Mrs Cash Flow 6018365 300 000 Purchase Lead received Call applicant 19 May 2009 03 03PM Mr Alan Affordability 6018366 330 000 Purchase Lead received Call applicant 19 May 2009 03 12PM Mrs Mary Mortgage 6018368 360 000 Purchase Lead received Call applicant 19 May 2009 03 20PM Mr Simon Scenarios 6018363 250 000 Purchase Full application submitted Check approval 26 May 2009 08 304M Mt leads in cache Needing Attention g Leads received g2 El gD a aan By Lead State Lead received 4 Full application submitted 1 BackOffice x Es P You have selected multiple leads Do pou want send an email to each of these leads G 1 4 K amp G Last Exchange 25 May 2009 12 11PM Allleads Submissions NRY PreApp approved Current User duser offline Click Yes to the Dialog box shown You can then follow the steps outlined for sending a si
23. m produces your invoice automatically based on loans that you have moved into the Settled status All information shown in the draft invoice is determined by the information you have entered into the system including loan amounts lender settlement date etc Incorrect entry of any of any information could cause inaccuracies in the Draft Invoice p Draft Invoice shows loans settled but not yet processed by accounts 2 Final Invoice is available after payments have been made and includes full details of those payments 3 Forecast Earnings will display your expected income by month based on the data you have entered such as loan amounts settlement dates lender etc 4 Tax Year to Date earnings shows payments that you have received during the current and past financial years Claiming your commissions Note If your client s loan settled before claiming your commission please refer to Creating a new client on page 7 By changing an existing client status to Settled by Lender your lead is now in a condition to enable payment of commissions You don t need to do anything else Brees OOO O OOOO laix 2 ope CSA Sojan Z JUO t E 4 w 7 o Settled by lender No action Exit without saving Please select A Full application approved Sg Loan Amt 400 000 Submission Date Thu Lead priority Low Prospect Purpose Purchase hd Lender Approval Date Fri 3 al Lender ANZ
24. ngle email Note Each recipient will only see their own email address No information about other recipients is sent V02022011DH Page 19 Firstfolio Limited FLeaTS User Manual Creating standard email templates The FLeaTS email system enables you to create standard emails for marketing client follow up etc FIFSTFOLIO amp Te A Eo M Ws 01 gt B 4 Mr John Lender TBA BRISBANE 4000 QLD 00 0000 00000 114 bignonds com aufemail To John Lender The next action date for this lead will be Salutation Hi John Subject eChoice Home loan Application Ref 6018360 V Send a copy to me Please select Select email Recipient s MijCreating an email template is as easy as typing the email in this box and then clicking Lead Contacts the Save this email as a template button V John Lender Applicant You will then see the box below which enables vou to qive the template a name and save Save Template Email Enter new name of the Standard Template OR Select Standard Template you wish to update Create a new Email Template How to create a template x g Use Ctrl Z to Undo Ctri y to Redo Ctrl X to cut Ctrl C to copy Ctrl V to paste View My Templates Save as Dratt Save for Exchange Delete this email Save this email as a Template User duser offline Instructions are in the image above V02022011DH Page 20 Firstfolio Limited FLeaTS User Manual Sending a standard email
25. on Call applicant Next Action Date Please select Save Updates and Exit tarted Wed 02 Feb 2011 Tip You should exchange your updates as often as possible to avoid accidental loss of work To exchange click the icon This will save your work to your own computer plus the main server At the same time your system will be updated with any changes on the server Creating a split lead Click on the icon as per item 7 above and enter the required information regarding the loan split You will not need to re enter customer information Remember to adjust your loan amounts so all splits add up to the total loan Editing Client contact details Open the client record from the Client List and click the icon This will take you to the Edit screen V02022011DH Page 11 Firstfolio Limited FLeaTS User Manual j FleaTS Orsouw PREG CMeas Byer Sh OBy M Mr John Smith known as John WN 1885 NSW 04 1100 0000 W 2768 769 87 M derh abc com email Title Mr Y First name John Home Phone Surname Smith Phone 04 f11000000 Known As John Location BANKSTOWN NSW 1885 Mile 276876987 Company Source Please Select v Email DOB Please select Partner Ref Add Applicant Other Details Post Settlement Address Post Settlem Compiaint recewvea Streetaddr i 1 Smith Street Campaign optin Street addr 2 Location BANKSTOWN NSW 1885 Copy from current a
26. once an appointment phone or mobile has been held V02022011DH Page 15 Firstfolio Limited FLeaTS User Manual Awaiting customer When a face to face or phone appointment has been held but client is decision still in decision mode Also applies to phone based leads when a sales discussion has taken place Not ready yet Only applies when a customer will not or cannot proceed for a period greater than 60 days Awaiting documents A loan application has been completed with the customer but we are awaiting some or all supporting documents For a phone appointment the product and lender has been chosen but we are awaiting receipt of the signed application and supporting documents Leads will remain in this state until the signed application and supporting documentation has been received and submitted to the lender Alternatively the next states would be e Not ready yet customer has delayed or cannot proceed for more than 60 days Lead dead Customer has decided not to proceed Full details required in FLeaTS Pre application Self explanatory You should move all Pre approvals into this state submitted as soon as they are submitted Pre application Self explanatory You should move all Per approvals into this state approved as soon as they are conditionally approved 10 Full application Self explanatory You should move all full approvals into this state submitted as soon as they are submitted 11 Full appl
27. ree months which is good news for you as a first home buyer However don t risk missing out by delaying your purchase too long Please feel free to call me at any time if you need any assistance FHE 2 month pre app Follow up a Use Ctri Z to Undo Ctri Y to Redo Ctrl X to cut Ctrl C to copy Ctrl V to paste User duser offline To send the email click the Save for exchange button Remember the email will not be sent until you Exchange Tip Standard emails can also be sent to multiple clients by following the instructions under that heading V02022011DH Page 22 Firstfolio Limited FLeaTS User Manual Sending an appointment email FLeaTS enables you to set an appointment date and time and send a confirming email within the same action The email will also ask that the client have the appropriate paperwork available These are auto selected based on the loan and client type however documents not required can be deselected by un ticking the box To create an appointment email select the client from the client list or open the client LURIE FICSTFOLIO a Mrs Cash Flow Oete ZRH TBA BRISBANE 4000 QLD 5555 5555 H 00 0000 0000004 0000 000 0000 M c tlow 123 comfemail Salutation Hi Cash Date Please select To c flow 123 com Location Additonal Message Refinance self employed v IV Personal tax returns M Loan statements M Builders quotations M Existing home loan statement
28. s JV Rates notice V Company returns JV Superannuation statements JV Identification Documents User duser offline 1 Click on the date field and then select date and time of the appointment 2 Type the appointment location into the Location field V02022011DH Page 23 Firstfolio Limited FLeaTS User Manual Reassigning a lead If you are an administration person for a group of brokers you may have a need to reassign leads to loan writers within your group To reassign a lead client highlight the client or open the client record and click on the Es A k icon This will open the reassignment facility shown below Tracking Id s008340 Applicant name Mr John Homebuyer Lead address E4 Jephson Street TOOWONG QLD 4066 Phone 738701977 Loan amount fs00 000 00 Lender Commonwealth Bank Loan purpose Purchase Comments New comments Select Team Select HLM Reassign to fan Land Team T Please Select Submit Cancel Enter a comment in the New comments field Select the appropriate Team Your options in this regard will be limited Select the loan writer from the drop down box Select HLM Click Submit Exchange data sr aa ace ol a Deactivating a lead When a client tells you they no longer want to proceed with you you can deactivate or make Dead the lead by clicking on the icon and completing the required details in the next screen Note Deactivated l
29. sing Pisces from FLeaTS please use one of the above contacts V02022011DH Page 5 Firstfolio Limited FLeaTS User Manual Logging on and changing your password FLeaTS FIfSTFOLIO BankWest ZRU citibank Commomarmattn s p Heritage Taadine Society Ab E HOMESIDE ING amp DIRECT A newsonn User 77 Note If you are working offline you need to click the Work Offline button instead of the Exchange button Tip 3 unsuccessful attempts to log in will cause your access to be frozen If this occurs you need to contact your administrator to unlock your account V02022011DH Page 6 Firstfolio Limited FLeaTS User Manual FLeaTS FIFSTFOLIO or if you are not web connected then click the Work Offline button User Id Password k oad single Lead with Tracking Ia l citi D a n k BankWest ZRU Convercerarn atin E7 to change your password hatling Sextet changing you cannot see all of e Sexiecty you clear e ache and re exchange 4 N E ING amp DIRECT Or pone When logging on at a clients home it is preferable to also enter that customer s lead number and click onl Work Offline By doing this you avoid displaying your entire client listing The only customer displayed will be the one you have selected Lead Exchange Status Pif E3 p Lead data exchange local time 25 05 2009 12 11 23 L
30. sseg ct o J 5 gS jj l i First name Address Home Phone Surname Day Time Phone Known As Location Mobile Please Select X Email TE Loan Type Select loan type Loan Amount se o B User v Download Referrer List Upfront Trail 180 0 180 0 Simply enter the information as per the fields then click Create New Lead and then Exchange You can then start working on the new lead Tip 1 You can also create a new lead from a Lead Prospect This will be dealt with under the section for Calculators and Loan Matching Tip 2 Selecting Referred Associate or Direct Writer under Lead Source will reveal the correct commission structure for that deal Tip 3 You can select non home loan products such as deposit bonds insurance etc from the Product Type drop down menu V02022011DH Page 8 Firstfolio Limited FLeaTS User Manual Creating a new record for a returning client
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