i-Maps - Intelligent Mortgage Application Processing

Using the Software FAQs

1. I can't see the check for updates option

2. How can I stop a message appearing telling me that I have a task to be completed?

3. An incorrect message appears when I enter my login details.

4. How can I clone a broker?

5. How can market to my clients?

6. Why can I still send documents to the Lead applicant although the broker does not allow direct contact to the client?

7. How can I have a scrolling message on my i-map main screen?

8. How can I change my columns within the cases screen so that only certain columns are visible.

9. How can I scan documents into i-map?

10. I have Broker briefcase but don't know how to use it.

11. How can I print an application form?

12. How can I create a letter within a case in i-map?

13. How can I import a document that has been received from the enquirer?

14. How can I find out what contact history I have had with one of my brokers?

15. I have put an offered date into my case but when I filter by case status the case does not appear with the offered cases.

16. How can I create a task for a case?

17. How can I use the online case tracking?

18. How can I change the Broker within a case?

19. How can I request that all the outstanding documents are requested to be sent to me?

20. How can I delete a broker and reassign any cases they have to another broker?

21. How can I attach to an email something that I have scanned into i-maps?

22. How can I see a graphical report of how my company is doing?

23. How can I see all my cases where the early redemption period is almost up?