Mortgage Times' Vision gains Momentum

20 Feburary, 2008

Vision Network is to rollout the Momentum Point of Sale system in the next few weeks, provided by Crystal Software Solutions.

The system supports the complete sales process (which can run either 'on' or 'offline') including initial disclosure document, fact find, illustrations, recommendations, applications, demands & needs statement, mortgage record of suitability letter, electronic submission and case tracking. The many integration partners help increase the number of cross-sales and case sizes. The system also allows compliance to review cases from anywhere and many traditional head office checks are done automatically by the software.

Chris May, Director at Vision Network, said of the deal: “It is vital to us to have a blue chip software house partner and market leading technology. Following an extensive evaluation of the systems on offer we have no doubt that Momentum is by far the best system available and we are delighted to be able to offer the system to our members and business partners. The system allows users to gather just one set of fact find information and sell effectively and compliantly all the different lines of business.”

Jon Whitmore, Managing Director at Crystal Software, commented: “This is a major strategic new win for Crystal. We are looking forward to working closely with the Vision Network over the coming years. The implementation at Vision will see some exciting developments to Momentum including improved recruitment and referencing functionality and of improved support for pensions and investments.”