EUROPACE for advisors is the central application within EUROPACE for sales organisations in the mortgage and credit business. Three different sales frontends allow external distribution partners, internal advisors and mortgage specialists to use the same system for the mutual processing of each mortgage. By integrating with EUROPACE for loan officers, centralised, cross-company mortgage processing has become a reality for advisors and lenders. All information is exchanged electronically - from the initial reservation of a condition to commission calculation. Each participant is always kept updated.

Within EUROPACE for advisors all subprocesses are fully automated, from the initial consultation to the succeeding credit decision and contract, together with the final commission calculation. EUROPACE for advisors is a fully integrated frontend application that makes expensive interfaces to external applications redundant and the implementation of the individual subprocesses much easier.

Core functionalities of EUROPACE for advisors are:

  • Various advisory tools to support the initial customer approach
  • Loan application adapted to product type and the process and sales specialisation
  • Application specific comparison of all credit offers provided by business partners including
    • lender-specific property valuation
    • lender-specific condition calculation
    • lender-specific condition reservation
    • lender-specific checklist for required documents
    • lender-specific provision range
    • lender-specific credit rules
    • lender-specific credit decision (scoring incl. Schufa)
  • Loan approval (agreement in principle) including the relevant application and contract documents for all product providers
  • Compiling of documents in line with the workflow
  • Real-time ticker to control existing business portfolio
  • Management-information-system to control business development
  • Management and administration of sales partners
  • And a lot more.

EUROPACE has become the market standard in the German mortgage business and is supported by numerous partners who have already joint the EUROPACE community. EUROPACE partners are able to customise their settings to adapt to their different distribution partners. All settings can be easily customised through EUROPACE for lenders.

EUROPACE for advisors is completely capable of white-labelling, which allows your distribution partners to work within their familiar application environment.

 

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