Solution4 - The Financial Services Engine

SENRO Screenshots

We believe SENRO is one of the most user-friendly systems on the market because its navigation is straight forward allowing you to find your way around without getting confused. This helps our users get the most from SENRO, so you do not get frustrated trying to understand what is displayed or how to extract the information you want.

Please click on the screen visuals to get a feel for SENRO. To fully appreciate the systems capabilities we recommend a live presentation where one of our Sales Managers will take you through the database and explain how it can benefit you and your business.

Clients Screen Shots

Client Bank

Access to the client bank can be controlled by setting up staff viewing rights. You can use the filters and search tools to retrieve records. Aggregator access and controls are also available.

Client Overview

From a client’s file, you can view all existing arrangements, such as mortgages and risk insurance. A client file also stores all historical communication, diary dates, product comparisons, fact finds and additional information such as employment history, health, credit history and relationships.

Client Notes

A notes page is incorporated into every file, so the information relating to the case details can be stored and retrieved from the relevant file. All notes can be sent by SMS, Email or Internal message ensuring you can keep everyone involved in the sales process updated on the latest information.

Marketing Screen Shots

Marketing Home Page

The marketing home page provides an overview of recent searches, campaigns and marketing templates used. You can search for qualifying information from your entire client bank and merge it with a personalised communication to create a campaign in letter, SMS or Email format.

Marketing Filters and Search Results

You can create up to 8 filters to search and extract a list of clients with qualifying information that can then be merged with a letter template to create a campaign. The results of your search will be saved for future use, or exported into CSV (Microsoft Excel).

Marketing Template Generation

You can create templates in single or joint names in letter, SMS or Email format. Using the filters in the template generator, you can pre-populate client data stored in SENRO to create personalised marketing campaigns.

Report Screen Shots

Business Report

SENRO generates reports on performance and business spread. You can filter the reports by case status, broker, teams, branch, business type, source and between any specified date range.

Task Manager Report

The Task Manager can be configured to each business and task type, so it provides important and relevant feedback data. You can use it to track tasks such as the status of referrals or updates on administration.

Fee Account Balance

SENRO Automatically tracks all commission payments, including credits and claw-backs in the Staff Fee Account Balance. You can use this page to manage financing terms and potential claw-back values.

Pipeline Management Screen Shots

New Business Pipeline

All new cases added to SENRO are automatically displayed in the business pipelines. You can filter the pipeline by case status, broker, data range and business type etc.

Chase Diary

SENRO has a diary dedicated to pipeline chasing. It displays all relevant contact details, a live update on the number of chases outstanding for the current day with shortcuts to view the last note and direct links into the file, making your pipeline chasing more efficient and effective.

Outstanding Fees

The Outstanding Fees Report tracks all revenues from every type of business. It will automatically track outstanding payments once the case has settled or issued, and then track underpaid, overpaid and commission due to staff and introducers.