Welcome to Mortgage Tracker
To exit this presentation at any time press the
‘Esc’ key on your keyboard.
Welcome
This Mortgage Tracker tutorial is designed to
guide you through the software main screens
and functions.
To progress, click your mouse button or
press ‘Enter’ on your keyboard.
Please view this entire presentation before
loading the software.
Password
Name is
Manager
Password is
Manager
Main Menu
The opening screen is the main menu from
Whenwhere
the program
first installed
you will need
you willisnavigate
to the various
screens
the database.
to decide
whowithin
can have
full control of the
database with regard to adding new users and
backing
your data.
Theuplicensee
name you are prompted to
enter on loading the program will appear
theallow
top ofan
theadviser
main menu,
enter
If youacross
want to
to view
only his
either your name and
or the
company
name.the
own clients/prospects
their
mortgages
authority can be set using these security buttons
Currently showing as ‘Sunrise Mortgage
Brokers’
Click the view
users button
The program is
initially set up with
one Manager who has
the authority to
allocate permissions
Security
WARNING
Type in the old
Initially there are no
password which
users. We will add an
Once you have changed the
is ‘Manager’
adviser in a moment.
password only you will know it.
Then type in a
Make a note of itnew
somewhere
passwordsafe
because you will not
to get
and be
thenable
again
to confirm
it.
into the database
with full
But first, it would be a
good idea to change thepermissions again if you forget it.
When you are
managers password so
finished click
that only you know it.
WARNING
the ‘Done’
button
Click the ‘Change
Password’ button.
New Manager
The login name cannot
have gaps in it.
The
Alison
password
is OKcan be
upAlisonWheatley
to 14 charactersis OK
long
Alison
andWheatley
is case Is Not
sensitive
Let’s add a new user
to the system.
Click ‘Add User’
Click the Add User
The new user is tobutton once the
have full permissions
details have been
as the Office
entered.
Manager
Alison should write
her password down
somewhere safe.
Manager Confirm
A message to
confirm that Alison
has been added with
Manager access to
the system.
Click OK to confirm
Adviser Access
Click the Add User
Let’s add a new user
button once the
to the system with
details have been
adviser access.
entered.
Click ‘Add User’
Foggy should write
his password down
somewhere safe.
The adviser David
Foggerty has a login
name of ‘Foggy’
and has been given
The adviser button
gives
a password
‘Foggy’ permission to
view/add/edit only his own
clients and prospects.
Any other adviser who
works for the company will
need to be added separately
with their own passwords.
Adviser Confirm
A message to
confirm that ‘Foggy’
has been added with
Adviser access to the
system.
Click OK to confirm
View Users
Only someone logged on
Foggy
willwill
not be able
with Manager
access
to perform
a backup.
see these security
buttons.
Only
Manager
When Foggy
is logged
in access
this sectionhas
willpermission
be hidden to
from view.perform this function.
The button will be
Click
the view
disabled
for anyone with
users
button
adviser
access.
The current users
of the system
and their level of
access is listed
This bar will always
show who is logged
in.
If Alison or Foggy
logged in, it would
show their login
name here.
Change Password
He can enter his old
Foggypassword
is loggedand
on then
his new
password.
and would
like
to
He
must
confirm
change his password it
again.
He should make a
note of it somewhere
in case he forgets it.
Adviser Logged
..and the backup
button has been
disabled to
prevent
unauthorised use. As you can see
from this bar,
Foggy is logged
The
in. security
button is no
longer visible…
New Client
Mr
James
JimTo
view the
client/prospect
database click
this button.
McDonald
Anywhere in the database
where a date needs to be
entered, double click for
the calendar control or just
type the date in.
To add a new client or
prospect to the database select
‘New’
To analyse where your
clients/prospects came from or
to track a campaign, enter an
‘Introducer’ name and it
If this is a prospective client
thehere.
database
ofbecomes
the futurepart
put aoftick
thereafter
select
from an
We
will have or
a look
at what
existing
list you have created.
this
does later.
Client Details
The Introducer will have
obtained this client from
a particular ‘Source’
which can be selected
from the
To list
sendoranadded
email to your client
double
click the address. The
if not in
the list.
Or you can click
this button.
This is the easiest
route.
To process a mortgage for
this client immediately, just
leave it blank.
address will automatically be
entered into your new email.
Now we have a
client we need to
add an adviser.
You can either
return to the
main menu by
clicking here.
New Adviser
Position when they first
joined the company.
Yes we do.
To add David Foggerty to
Position now if they have
the users list with
been promoted or changed
‘Adviser’ level security so
job within the company.
he will see only his own
cases, enter a login name.
This is the screen
where information
about each of the
advisers is stored.
To add a new
Once the password
has adviser
to the
been entered
anddatabase
verified select
‘New’
click the ‘Add User’
button to confirm.
Make an adviser
inactive rather than
delete if they leave the
company. Mortgages
previously arranged
will still be held in the
database for future
reference.
Adviser Details
Select an adviser
from the list and the
details appear….
…over on
this side
Navigate to other
screens using the
buttons along the
bottom.
‘Total Cases’
for the selected
adviser are
counted here.
Plenty of room to
add additional notes
for each adviser
You can only delete an adviser if there are no
mortgages assigned to them.
Clicking the button will tell you if Mortgage
Tracker cannot delete the adviser because there
are mortgages or prospects assigned.
Not a good idea to to delete
this adviser with so many
mortgages in the system.
Active Cases
All prospects are
listed by clicking this
All clients with
Alison Wheatley is
button.
in progress
currently selected.mortgages
Lets
are listed
select David Foggerty
and by clicking
this button.
see what further options
there are on this screen to
assist him with hisLet’s try it
Mortgage Tracking.
All clients with
completed mortgages
since the database was
Not Proceeded With.
created are listed by
clicking this button.
Click to see mortgages
that were cancelled part
way through for whatever
reason.
The total with each lender
is shown in the reports
section.
You can print the
contact details for
all of the advisers
entered on the
database.
We will look at this screen
in more detail later in the
tutorial.
Active L Carrington
Next, let’s look at the
Lenders screen.
These are the nine in progress
mortgages for David Foggerty.
Double Click a client to view
their mortgage process details.
Let’s try Lindsay Carrington
To view the Lenders
click the button.
New Lenders
To go to the Lenders website click
the hyperlink to launch your
browser. When you enter a new
Lenders are listed here.
lender you will have to find out their
If the Lender isn’t in view
website address andIfenter
it in.changes name,
a lender
use the scroll bars
to move
Enter the contact
tick
the
Inactive
up and down the list orinformation
key box tospecific
retain
details for
Some Lenders
in the first
haveletter
online
ofmortgage
tracking
the to the
process
previously
arranged
systems,Lender
allowing
name
youtotomove
easilytocentres you use.
mortgages.
record the
thatupdated
part of information
the list.
into
Then
use
the
‘New’ button
Mortgage Tracker.
to add the new name they
are using.
To add a new Lender
to the database select
‘New’.
You can print out the
entire list of lenders and
their contact numbers
The active cases
list can be emailed
to the lender if
you want to ask
them for an update
on all of the active
cases.
Lender Active Cases
Click the ‘Show Details’
button
to return
Each
lender to
has a
the
lendertotal
details.
running
of Active
and Completed cases.
Clicking the button will
reveal the active cases.
In the same way as the adviser
screen did, a double click on any
of the client details will take you
to that mortgage process screen
Lender Completed Cases
Click the ‘Completed Cases’
button to view all completed
cases with this lender
After changing the dates you click
This is now a list of completed
‘Apply Filter’ to show completions
mortgages between 01/01/02
for the specified date range.
and
25/09/02
By default the system finds the
oldest
most recent
Doubleand
clicking
on anycompleted
of the
mortgages
for
this
lender.
mortgages in the list will take
you
directly
Double
clicktoonthe
theprocess
dates will bring
screen
for
that
client.
up the calendar control for you to
choose any two dates you would like
to see completed mortgages for with
this particular lender.
Let’s now have a look at
the Solicitor database.
Click the button
New Solicitors
The list of active cases for
this solicitor can be viewed
by clicking here.
Plenty of room for Enter the contact
information for the
notes.
solicitors
you use or ones
Enter the legal fees
for
of
these mortgages
can
nominated
by the Lenders
Re-mortgage,Any
Sell
and
more detail by
for in
re-mortgages.
Buy costs etcbe viewed
double clicking on a client.
Estate Agents
database is next.
Click the Agents
button to move on.
To add a new Solicitor
to the database select
‘New’.
New Estate Agent
Enter the contact
information for the
estate agents you use.
Next is a look at
the Companies
database.
To add a new Estate Agent
to the database select
‘New’.
New Company
A list of active cases can
And completed cases
be viewed by clicking
between any two dates
this button.
can be viewed by
clicking this button.
Enter the contact
information for the
companies you use.
Next is a look at
the Introducers
database.
New Introducer
Durham Advertiser
Let’s see what the
is selected in this
Introducer ‘Referral’ The introducer database
example.
can be used to give you
looks like.
The address and
reports on how much
contact information
business you are getting
The Durham
would be useful to
from a‘Source’
particular source.
Advertiser,
have for future
is a list that can be
reference.
addedSome
to andof the introducers,
forreports
example
enables
to ‘Referrals’
will not on
need address
be assembled
detailsbusiness
entered.
how much
was written from
For example, how did the business written
any particular
To add
an Introducer
from
the 22nd April 2002 advert compare to
source.
click
‘New’.
business
written from the previous adverts.
Referrals
Address and
contact information
is not required for
this ‘Introducer’.
By listing the
source of the
introduction you
can create reports
to
show hownew
much
If someone
business
is coming
refers
business
to
fromsimply
the people
you
add in
your
their list.
name to the
list here.
Main Menu 2
Most of the data in the Advisers,
Lenders, Solicitors, Companies,
Introducers and Estate Agents database
won’t change much.
The Clients/Prospects will be changed
and added to more frequently. To get
started with a new mortgage to process
we need to either add a new client,
process a new mortgage for an existing
client in the database or convert a
prospect into a client.
Click the Client/Prospect button next.
Client to Process
If there was more than
oneEnter
clientthe
withsurname
a
of
surname
of Hayes
the client
and they
press
would
be listed
here.on
the all
‘Enter’
button
In this example Irene
Irene Hayes details have been entered
your keyboard.
Hayes is the client
we the
are database previously and you
onto
after and her details
willlike find her in your list of
would
This client was
introduced
appear by clicking
on her
clients/prospects.
to us by an advert
placed
name.
could
in the DurhamYou
Adviser
oneither scroll down the list to
the 22nd Aprilfind
2002.
her or you could use the filter list.
For each client
there is a count of
mortgages that are
completed and in
progress.
To start a new mortgage
process for Irene click the
Add/Edit Mortgage button.
Process Screen
This screen now shows all of the fields
ready for data input.
There are no mortgages in
the database for this client.
The data is used to create many
different reports and also allows you to
keep contact notes and set the next
contact date to process this mortgage
Who is the
through it’s various stages.
adviser?
The
Lender?
Thedrop down list select who is
From the
Solicitor?
The
Estate
involved
with
this mortgage.
Agent?
Yes we are
To start a new mortgage
process for Irene click
‘New’
Process Fields
Select David
Foggerty from
Select the
the list.
Lender from
Select the
the list.
Estate
Select
the
Agent
from
theSolicitor
list
from the
list
Double click in the
compliance docs field to
open the calendar
control.
Process Fields Continued
The date you select will
be entered in here.
Double Click for another
calendar to select the date the
application was submitted
Select the repayment
method
from
the list.
Select the
product
Select
the
client
If
it’s the
notlist.
included
from
classification
just
new from
If
it’stype
notaincluded
the list. it will
method
just typeand
a new
If
it’s
not
included
be
included
the
product
and in
it will
just
type
a
new
list.
be included in the
product and it will
list.
be included in the
list.
Mortgage Details
If you want to
contact one of
the companies
from the drop
down lists here
all you do is
double click to
view the pop up
form.
From the drop
down list select the
type of valuation
chosen.
The valuation date.
TheThe
LTVvaluation.
autocalculates.
The
The completion
offer date.
date.
The proc fee paid
date.
The penalty expiry
Enterdate.
the term
of the the Loan
Enter
Any arrangement
mortgage.
Size.
fees that
were
Enter
the lender
payable.
roll/account
number.
Mortgage Details Continued
During the mortgage
process you will
The
date is
needcontact
to set yourself
entered
and the
contact reminder
reason
why. click
dates. Double
to open the calendar.
Product Drop
The select process is still
showing unassigned. We
need to enter the new
address details.
This is done by selecting the
Property/Fees tab.
We can also enter how much
we are earning from the
various aspects of this
mortgage.
Enter the fees and the
associated companies
from the drop down lists.
The various fees will form
part of the reports to show
where your fees are
coming from.
Property-Fees
The address of the new
property is entered here.
If it is a remortgage just
click the ‘Copy Home
button
anddate
it you
This is Address’
for
And
thethis
date
is the
for the
will
be
entered
in for
application
were
was
paid.
submitted.
you.
Property Address
The new address is shown
here. As this client moves or
remortgages over the years
the list of addresses will
appear here, most recent
mortgage at the top.
When a new mortgage
process is required then the
‘new’
button is selected.
Enter Contact
Enter the initials of
person who made
the contact. First
time initials
The current
Details
date
of your
isarecontact
entered
they
form
always
with
entered
client,
by
lender,
Enter your notes
part of the
default.
solicitor
etc drop
are noted in
then hit ‘enter’ on
down
listifmethod
thereafter
Double
this
Click
section.
you is selected
The
you keyboard.
need to change
from it.
the list as shown
below.
T:V:L:F:E:C
Solicitor confirms completion date of 3rd August
Next Contact
Contact solicitor to make
sure completing today.
Contact general insurers to
put cover in force
By default the
‘Next Contact’
control is selected
ready for your next
prompt. 3rd August
Now
enterentered
some
has been
text tothe
remind
you
calendar
The from
note has been
why
you have set
control.
saved
to your
that date.
history list.
Proc Fee
Also very important is
the proc fee.
If this is blank, a report
rd
Today is the 3 August and James
can be generated to tell
you which mortgages
McDonald’s mortgage has completed.
arethe
yetclient
to be paid
To find you
out if
for. with
We will
The completion date has been entered
was happy
yourview the
reports
a little
later.
and to get
some
mortgage
and also the penalty expiry date. During theservice
introductions
process you
can type a to friends,
family
or colleagues,
client.
There is also a letter to your
IMPORTANT
sendyou
the to
questionnaire.
to
prompt to contactThis tab takes
the lender on the the letters screen.
August.
The penalty expiry6thdate
is very
important as it is part of the Marketing
reports that will prompt you when this
client should re-mortgage.
Letters
When the letter is
complete, exit the
memo pad here
Your letters are
And the relevant
stored by the title.
information Also
selected
for each
They can be retrieved
You can format the
for addition mortgage
to the
Leave the ‘Use
process is
and edited by
text however you
letter..
Property Address’
an extensive notes
selecting from the
want. Standard letters
blank to send to the
box for anything
Double
list. Click in the
you have in other
connected with this
text box and a memo current address.
software packages
Put in a tick to use
mortgage.
pad is launched.
can be copied and
theyour
new address.
pasted straight in toA new letter can bePrint the letter onto
headed paper
save re-typing. started here.
Notes
Back to the
mortgage details
Use this box to make any notes about the current mortgage.
For example you may want to detail the the interest rate,
monthly payment and redemption penalty.
Record employment details, income and any credit history
that surfaced during this process.
Complete Mortgage
The client has moved
to their new property.
We need to update the
home address.
The property
address is
now the
home
address.
Copy Address
Click the ‘Copy Property
Address’ button to
complete the switch.
Had this been a remortgage
then the home address can
be entered into this section
by clicking the ‘Copy
As this client
is a Address’ button
Home
first time buyer, on
completion of the
A confirmation
mortgage
you willmessage
askstoifupdate
you want
need
the to
proceed.address
Yes wetodo.
property
the home address
NPW
At any stage of the mortgage process there may
be a problem that ends in termination of that
process.
Maybe the property was down valued or client
was refused by this particular lender.
Over the years that you use
Mortgage Tracker you will
build up a list of processes for All details of that process, however far it
each client.
proceeded, can be stored on the database. If you
Over 25 years they could move are trying again with another lender, just start a
and re-mortgage several times. new process.
Put a istick in here to
The most recent process
By clicking NPW (Not Proceeded With) the
it was NPW’d.
always at the top of show
the list.
Lender
thisand Adviser have a running total of
You can revisit any Otherwise,
process by leave
cases against them. This makes it easier to
blank.
clicking on the address.
identify, particularly against a lender, if they are
failing at a particular stage.
Archive
But once you have arranged his
remortgage you will start a new
process on the system which
will give you your ‘next
At some point
in the
contact’ prompts.
Therefore
will need
you will future
need toyou
archive
this not
need
any get
prompts
for this
case so you
don’t
any more
prompts.mortgage.
Note: The
for your
Forreports
now there
is a prompt
statistics date
etc will
not
be
to give Jim a call a
Tick the Archiveaffected
box andby archiving
the case
–
couple of months
before
you receive a message
only the the
‘next
contact’
date date.
is
penalty
expiry
asking you to confirm
affected.
At this moment in time the
your action.
answer is No because we
need to be reminded that
the penalty will expire in
September 2003
Back to the
Main Menu
Main Menu 3
As mentioned earlier, if you obtain an
introduction to someone and they want
to buy a property or re-mortgage when
their penalty expires we still need to log
the information so we don’t miss the
opportunity.
The Clients/Prospects button will take
us to the same screen we used before
but with slightly different options.
Prospect
The main contact
details have been
entered the same as
last time.
From our notes we
can see that we are
not starting a new
process until about
November/December
time
The source is aSo we click the
tag,
referral so we prospect
can
then we can add
track how effective
a ‘Next Contact’
we are at getting
to the database.
referrals
Any data we have
can be recorded in
the ‘Prospect Info’
screen.
The screen is similar to the
actual process screen.
If it was a re-mortgage for
example, you may want to
record details of the current
lender’s mortgage and property
details.
Prospect Info
The redemption penalty date
would also be useful to have.
Whatever date you enter
The notes
tabwill
is appear on your
in here
available
for list
anywhen the day
prompt
other arrives.
useful
Even though
these
information.
clients don’t have a
Enter
a contact reason to
mortgage
currently
remind no
you why you are
and therefore
calling.
It could be 5 years
penalty,
you can
from
now.
still put
a date
in
here. There is a
marketing letter
generated from this
date box.
Prospect Process
All the information is
entered and the time
has arrived to convert
this prospect into a
client.
3rd November 2001
Back to
Clients
Create New
Process
Prospect Convert
Remove the
tick from the
Prospect tag
Now you can start
to process the new
mortgage
Saved to Notes
Whatever information you had
relating to the prospects previous
mortgage is stored here next to the
relevant heading.
Any contact history or next
contact information is still held in
the mortgage details tab.
Back to the
main menu
Main Menu 4
activities
Select
either all
As more and moreThe
mortgages
are being
lets you
advisers
processed it wouldbutton
normally
becomeor, if there is
whocontact
you
more
need
than
difficult to follow know
up every
or one, the
to contact or‘Select
even ifAdviser’ will
opportunity.
The choices are
self explanatory.
You can either
view an on
screen list or
printout a hard
copy of your
contacts to be
made.
you’ve missed
bring
a up the adviser
contact.
list to choose from.
Mortgage Tracker makes it easy to
make sure you don’t miss anything.
There’s also plenty of statistical data to
tell you where you are most effective
and which lenders you use the most and
are the most efficient.
Assuming today
is the 1st August
we will check
out today's
contacts.
Activities
Back in the process screen
you can action your contact
The list of contacts for all advisers appears.
and make your notes
history.
To go to the process page for any of these
clients you need to double click against their
You can also enter a new
name.
‘Next Contact’ date and
reason.
Try Barbara Singleton.
Back to the
main menu
Reports
There are more than 100
reports to choose from in
Mortgage Tracker.
Reports for your client
file or statistics to
analyse.
Many of the reports can
be sourced between any
two dates.
The reports are based on
Completed, In Progress and
a mixture of both.
Report Menu
If a report is based on 2
dates, and you don’t select
any dates, the system
defaults to the first day of
the current year and today’s
The ‘Unpaid
date. Fee’
Procuration
report does not
need a date. We
just want to know
which completed
mortgages we
Wepaid
have chosen the
haven’t been
for.
‘Unpaid Procuration
Fee’ report for
completed mortgages
for all advisers.
Preview
Report
Proc Fee
Marketing
Select which
clients/prospects you
reports will pre-address
want to The
sendmarketing
a
letters
particular
lettertowhether
toyour
by clients
Choose
it is awhen they have a
penalty
due
to expire.
ticking against
their
Client or
Prospect
by
selecting the
If you logged on withname.
Manager
You
decide how
near or far away from
appropriate
control.
access you will see a list of all
that date you will correspondClick
with the
your
clients/prospects with a
Marketing
In this example it is a
Mortgage Penalty Expiring clients.
between the two dates you list of existing clients
whose penalty expires
specify.
between these 2 dates.
If you logged on with Adviser
access you will only see your
own clients and prospects.
In this example you have
logged on with Manager access
button
The first 6 letters do
not include the penalty
expiry date in the text
of the letter and can be
used for your prospect
list
as you
wellhave
as existing
Once
clients.
selected your clients
When you are happy
with the content of
your letter, exit the
memo pad by clicking
here.
You can format and
alter the text any way
you like.
Marketing Letters
you can decide which
You
canletters
edit any
of your
youof
the
any
wantletters,
to send.
changes are saved for
the
time2 you
want
Thenext
bottom
letters
to
usethe
them.
have
penalty
expiry date
Any
of these 8entered
letters
automatically
you
will need to
into send
the letter.
be approved, if
necessary,
bybe
your
The text can
altered
own
compliance
to suit your needs.
officer.
Add bullet points,
change the font, it’s
size and colour, copy
and paste in any letters
you already have on
your computer.
You can also include a
scanned image of your
signature so that it
appears on each of the
letters you send.
A great time saver if
To edit the text youyou have 30 letters to
select the letter yousend.
want to change and
then click the ‘Edit
Letter Content’ button.
The letter is preaddressed for each of
your clients and will
include their penalty
The list of clients
with
expiry
date.
a mortgage penalty
When you are happy
expiring is generated
with how they look
by entering a you can print them
Start Date andonto your headed
an End Date. paper.
Preview Marketing Letter
Now to preview the
letter we are sending to
these 7 clients.
Click Preview Letters
Contact List
The printout has a list
of who you sent the
letter to, the current
lender and a contact
number.
There is a prompt
across the top to tell
you the chosen date
range.
The ‘Print Letter’
button will print all
of
the letters
There
is also to
a the
7contact
clientslist
selected.
of who
you need to make a
follow up call to.
Set Reminders
If you want to send any of these
clients another marketing letter
select ‘No’ and then de-select them.
By doing this there will be no
prompt from the computer in 7 days
time.
On the main
process screen,
each
the time
In 7ofdays
‘Next
whenContact’
you click the
boxes
for the button
‘Activities’
selected
you willclients
see your
will
a dateto
The ‘Reason for
listhave
of clients
setfollow
7 daysupfrom
next contact’ will
showing
the
ondate
the you
screen. say ‘Re-Marketing
click this ‘Yes’ letter’
button.
However if you
printed the contact
list onto paper you
can refer to that.
Click
‘Set Reminders’
Back to the
Main Menu
Main Menu 5
After all of your hard
work recording all this
information you certainly
don’t want to lose it.
Preferences allows a
prompt to back up your
database after a certain
amount of days as well as
a prompt for compacting
your database and your
‘Hot List’ options .
Change the number of
days before you are
prompted.
Select
Leave it at 1 day if
Preferences
you want to.
Back Up
Back up your data regularly.
Computers do crash from time to time.
If you have aYou
recent
your data to
willcopy
haveof
a list
restoreThe
from
then
you
won’t
default
to lose
savetoo
it ismuch of
of
all location
the backups
your work.
in the Mortgage
Tracker
and restores
you folder on
your
hard
havedisk.
created.
As your
database
expands you will find it
C:\Solidata\Mortgage
won’t fit onto 1 floppy disk.Tracker.
You should try
It would
to make
to back
up ontobea wise
zip drive
a CDanother
Rom recopy
of
it
elsewhere.
writable
or another
networked PC. Click the ‘Open’
Each time
you back
up it will
button
prompt you with a name and
number.Select
In this case MTBackup2
Back-Up
Select
Back-Up
Restore
Select the
backup you want
Place itThe
in the
to
restore.
dateMortgage
and
locationSelect the
Trackeroffolder
on
‘Open’ button
MTBackup2
is
C:\Solidata\Mortgage
now shown in the list.
Tracker
The restore has been entered
on to the list of your back up
Click ‘Open’
and restores.
It will
be use
named
Only
Yesrestore
we do if you have
MTBackend
forcomputer
you.
lost data by
failure.
Now
try and
Don’t rename
it ortoyour
restore
database won’t
worka backup.
Select
Restore
Register
After your payment
has cleared you will
be given a Product
Key to remove the
restrictions.
You can either send a
cheque for the annual
amount or complete the
standing order form for
monthly subscriptions.
After you have processed 6
mortgages you will need to
register your copy of
Mortgage Tracker
Summary
We hope you enjoyed your trip around
Mortgage Tracker.
Why not have another run through it
after you have loaded the software.
Once you start using it regularly you
will see how easy it is to operate.
The product is still evolving, so any
ideas for improvement or feedback
would be welcome.
A wish list of upgrade ideas you can
you
contribute to will soon be appearingFinally,
at
may exit.
http://www.solidata.co.uk
Thank you for your time.
Enjoy.