Qualify
Infinitive's Customer Qualification Tool
"Infinitive gives me all i need at my finger tips from Eapp, LMI, income calculators, budgeting and great product comparison to name just a few things that we use every day with our clients."
Greg Cook
INSIGHT Home Loans
Overview
Qualify is Infinitive's customer qualification tool, allowing fast & accurate budget, lender servicing and repayment modelling based on your customer’s unique circumstance.
Designed with specific consideration to the new NCCP legislation, Qualify enables you to create accurate and auditable assessment on the suitability of loans proposed to your customers.
Qualify offers you the following;
- Serviceability is accurate and the output is the same as individual lender spreadsheets
- Repayment calculator has the ability to factor multiple rates, expenses and payments
- Can be offered integrated with CRM or as a standalone tool via an internet browser
- Unlimited repayment comparison and budget scenarios
- Repayment reports include graphical and amortisation schedule
- Data transfer between different calculators and lenders
- Web portal allows the advisers to access the Calculators tool without having to access the CRM
- Mortgage Calculators include LMI, Stamp Duty, Funds to Complete (Budget), Repayments and Serviceability
Features & Benefits
Product accuracy for Calculation
Qualify will provide you with accurate borrowing capacity figures by lender, according to their latest product information, policies and procedures.
Repayment calculator
As loans can be customised to the borrowers circumstances, so too can the repayments, Qualify has the capacity to factor in multiple rates, expenses and payments situations.
Blazingly Fast
Qualify runs calculations real time as you type in customer information meaning you don’t have to wait for a new screen to load to get results and it is fast no matter how good your internet connection is.
Branded for your Business
Create professional reports, customised with your business logo’s and branding, into a print ready document for you and your clients records.
Anytime, Anywhere, Any platform ..
Qualify can be accessed anywhere and anytime on or offline and can be run on PC or Mac with any browser. Need help? Your questions and training needs can be answered by the Infinitive Sydney Support Team from 8am—7pm on business days.
You’ll get it in no time!
Qualify is easy to use and with all our resources available including video’s and user guides, you’ll have no problems getting the hang of it.
Support & FAQ
We are always here to help! Questions and training needs can be answered by the Infinitive Sydney Support Team from 8am—7pm on business days, so why not call us?