I deal with mortgages and i am struggling to stay on top of my pipeline and compliance. I own MS Office 2007 Ultimate which comes Outlook and Business Contact Manager which sounded brilliant but requires too much time to customise. It'll take me weeks with the lack of knowledge i have.
I have found a software that does the trick but costs on a monthly basis and it is not a simple to share the information with other users. This software is called mortgageStream and uses MS Access in the background. demo available here: [login to view URL] The user name and password is 'trial' for the demo.
Is it possible for anyone to create me the templates/customised forms to use in Outlook with Business Contact Manager and give me the same functionality. I know its possible, its just the time. There is this company that offers something close to what i want:
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I was nearly prepared to pay the price until i realised it was all relevant to the US market and i'm in the UK. The differences are mainly compliance. MortgageStream is perfect for that. They've thought of everything, almost.
How much for the whole job and even providing me with enough support to to be able to start using it with no problem. I'm sorry if it sounds like i'm asking you to re-invent the wheel but both companies offer free trials with no questions asked if that helps you.