Flex

FLEX puts you in control, allowing you to interact with your customers and manage every part of their application. You will have control over the distribution of new applications, sending and receiving of documents. Flex offers many powerful tools such as the loan selection service and the ability to text or call customers from within the system.

Features

Customer Management

Flex provides full application life-cycle support with queue processing and job assignment cross-department to ensure your whole operation runs smoothly.

Communication

Essential Systems are at the forefront of system integration with telephony systems enabling your sales team to review their call recordings and develop customer relationships with automatic case tracking. SMS and email integration allow your team to send a message to your customer when they're unavailable or as a simple reminder or follow-up.

Doc Generation

Many industries require the use of template documents for making requests to other businesses or sending out agreement documentation for the customer. The document generation available in Flex enables the creation of Word, Excel or PDF documents based on dynamic stored data. This results in highly efficient office teams with an almost paperless office.

System Integration

With years of experience in integrating with some of the countries major lending institutions Essential Systems are confident in their ability to integrate both new and legacy systems both internal to your company and external.

With the ever-increasing availability of online data we've also incorporated a large number of data sources from well-known data organisations such as Google, the UK Government, Yahoo, Post Office and many more commercial and non-profit organisations.

Some of the many systems currently integrated with are:

• Land Registry data for address validation.
• Credit reference agencies for credit checking.
• Hometrack for house prices.
• PAF database to validate and confirm postal addresses.
• Nestoria to provide local house sales data.

• Google Data Services to provide document storage, calendars and email.

Whether using XML, REST, CSV, YAML, SOAP or your own custom methods we can help provide your company with the integration services you require.

Staff Monitoring

Everything in Flex can be tracked; from telephone calls to notes. Even basic editing of customer data can be monitored. This provides for unprecedented levels of monitoring and reporting capability. Enabling you to keep a close watch on key performance indicators and take action when and where needed.

Tasks, Notes, Calendars, etc.

With robust standalone administration features such as notes, tasks and diary management on a per-user or per-customer basis you'd think we'd settle for that and move on. However, with the increasing prevalence of Google in the small to mid-sized business market we chose to add Google Calendar integration to the mix and so adding to the tools available for the end user.

To learn more about Flex call us on 0845 867 9002 or email more@essentialsystems.co.uk