SymmetryCRMTM. Loan management platform. For originators, aggregators, brokers and fi nancial services providers

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1 SymmetryCRMTM Loan management platform For originators, aggregators, brokers and fi nancial services providers

2 1 SYMMETRYCRM. Symmetry is the premier loan management tool designed for Australian mortgage professionals. Simple to use, yet immensely powerful, Symmetry provides everything you need to streamline your mortgage business. NCCP With your NCCP requirements covered, Symmetry also offers lead management, point of sale tools, loan processing workflows, commission management, business reporting and more. Whether you are an aggregator, broker, mortgage manager or originator, Symmetry has purpose built functionality to drive your business further. elodgement Cloning of loans to save you time Access an online library of documents and tools from over 40 different lenders Lead Management Track and convert Leads Create new appointments or tasks View customer interactions Create pre-populating documents and templates (e mail, letter & SMS) Serviceability Calculators Bookmark specifi c Accounts View loans with overdue tasks, keeping track of where your loans are at Reporting & Marketing Link leads from your internet site or any other lead generation source Send & SMS to your customers Upload documents and save vital information to your customer account Live Product Information MAXON FINANCE Wembley WA When we were looking to change our software to a more broker dedicated system, the Symmetry offering was a clear fi rst choice. We looked at a number of providers but Stargate was the front runner 5 years ago and they remain that way today. The group has the capacity to drive a powerful system and provide the necessary support and back up. We have found the support team provides quick turnaround with any queries we may have and they have been able to provide sound solutions for any diffi cult issues. The data storage aspect has enabled us to move to a paperless offi ce environment, which saves valuable offi ce space for us. The CRM component is dependable and provides us with all the tools we need to successfully manage our database. With software updated on a regular basis, Symmetry provides us with a platform that will grow with us and keep us at the cutting edge in what is becoming an increasingly competitive and technologically hungry environment. SymmetryCRM

3 2 BUSINESS BENEFITS. An integrated system Symmetry provides end-to-end loan management functionality, from point of sale to post settlement marketing. All the tools you need to manage your mortgage business are included in a single package. Exceptional loan product information Symmetry delivers loan product information for more than 40 lenders, and over 1,000 loan products. Using a powerful search engine to match lending criteria to loan products, extended product detail, product comparisons and repayment summaries are readily available. Data accuracy is maintained by the dedicated Symmetry Support Team, updating relevant information daily. Automated commission tracking & exception reporting Symmetry simplifies commission payments by calculating and distributing statements to your referral network faster than ever before. Automated exception reporting ensures you receive the correct amount from lenders and prevents overpaying your referrers. Management Functionality Producing accurate, up-to-date company information has never been easier. Access a range of management reports using the Executive Dashboard, referencing your key performance indicators as well as identifying outstanding fees, projected cash flows, introducer and lender rankings and overdue loan actions. Symmetry also allows managers to seamlessly administer workflows across branch offi ces, franchises, mobile sales teams, call centres and brokers. Internet hosted benefi ts Symmetry is Internet accessible anywhere, anytime. Upgrades, data security and infrastructure are managed in house by Stargate Group, minimising your I.T. costs. Offl ine tools are available when Internet access is not possible. Superior backup service With backgrounds in lending, mortgage insurance, origination and broking, Stargate maintains a full-time service desk with the experience and expertise to resolve issues efficiently & effectively. Business Benefi ts

4 3 SALES & MARKETING. Symmetry provides the analysis and information you need to convert leads to sales. Impress potential customers with professional presentations, highlighting their exact needs quickly, easily and accurately. Enhanced lead generation capabilities Client requirement matching and preferred product search with the ability to sort products by rates, interest payable and maximum borrowing Generate customer friendly reports to increase sales potential Diary functionality - record all Interactions, appointments, tasks and contacts Multiple fi nancial calculators Maximum borrowing Stamp duty Comparison rate Loan comparison Repayment Area converter Postcode location And more Savings Sales & Marketing

5 4 MANAGEMENT. With the Executive Dashboard feature, Symmetry allows managers to quickly and easily access key performance indicators with a simple click through interface providing real-time business information. Accountability Access to detailed reporting with real-time snapshots of business performance and audit history Simple commission-tracking, providing an RCTI for both trail and upfront payments Flexibility Remote access capabilities with variable user access permissions for network administration and user access controls Access Symmetry from your own website, customised to your company s look and feel. Mortgage Achievers Melbourne VIC I m grateful for Stargate s professional assistance and creativity to have developed one of the smartest Brokerage IT platforms Symmetry. Being powerful and effi cient and takes care of all our broker needs quickly and effortlessly. Symmetry has allowed us to expand our business using technology without the additional resources traditionally required. Our team of brokers enjoy the easy functionality that goes with having a smart CRM. Management

6 ABOUT US. Stargate Group is a leader in providing technology solutions to the financial services industry. With over a decade of experience, Stargate s software and systems have helped financial institutions process billions of dollars of loans throughout the world. Stargate has worked on leading initiatives with: Major lenders and mortgage insurers Hundreds of mortgage originators and brokers Credit reporting bureaus Settlement service providers Third party IT vendors visit us at or call About Us