ARM Functionality

Client/Contact Management

The foundation of ARM is the data on your clients. The system provides you with the ability to easily search the database, and having found the person or the company you are looking for, easily see all the other linked relationship information relative to your dealings with them. In fact, a complete journal history of contact is kept by client along with their contact details. Contacts, such as letters sent, phone messages, emails, electronic faxes and scanned images of supporting documents can all be linked to the client, loan or investment and displayed.

You can search by a name or part thereof or you can select from a “favourites” list of those contacts you frequently have contact with. Complex analysis of the database can be saved as “Queries”. For example you can look for all potential borrowers within a postcode range who you have not contacted within the last 3 months, and save this query for use again at a later stage without having to set the search criteria again.

The Client View displays a snap shot of all contact phone numbers and addresses for each customer. Accessing client data is quick and easy.

For example you can create your own “category” types using your own terminology. Categories are used to break up the list of clients/contacts into groupings that are meaningful to the end user organisation - e.g.: Solicitors, Valuers, Brokers, LMIs etc. When you analyse your customer base you then save the query in words you understand. Use it time and again or modify your criteria at will.

This View is of course customisable, so you can add your own database fields or screens. If you have a specific need for information not addressed by the standard View you can add your own data fields to the database which can then be included on the default display screen, in queries, search facilities or documents to be produced.

All client information is captured within the Client View and then linked to a product. Account information is entered on a “once only” basis and leveraged through out the system in all transactions and interactions with the client.