i-mapx development team

Yet more improvements

2009-04-17T07:24:00.000-07:00

Those of you who are already i-map x users will understand that we are continuously updating the system based upon the feedback we get from you. Here are the latest additions that are now available.

1. Ability to input employers address and auto generate correspondence to the employer.
2. Lender or insurance providers details can be captured and again, generate pre-populated letters.
3. Document file now in place for clients. Import documents specific to any client. This is in addition to the ability to store documents specific to any case. Clients can have any number of cases linked to them, be they mortgage, insurance or investment products.
4. We have increased the document capacity to 8MB for any one document. These are easy to upload, the size of your broadband will inevitably effect the time it takes.

Keep you feedback coming, please call us for further information relating to any of these points.

Plenty of updates and more to come

2009-03-20T02:20:00.000-07:00

Dear All

Whilst it may appear that we have been quiet, the reality couldn't be further from the truth. We have been frantically trying to catalogue the feedback that has been coming in from our users and prioritise all the suggestions. So far the feedback has been fantastic and extremely positive but as with any system improvements made on user interaction is essential.

New Notes System - Allows only editing by the Admin and it is more effecient
Reporting - More filters have been added, e.g. regulated - non-regulated mortgages
Agreement Number now accepts characters and numbers
Status box permanently open
Homepage boxes permanently open
Client Document section. Now users can upload documents specific to the client as well as the application.
Registration process has been updated, we will soon be accepting payments.

This is only the beginning of a load of changes due to arrive on the system. We also have some exciting integrations coming soon so watch this space.

Regards

The Development Team

Revisions 2nd March 2009

2009-03-02T01:45:00.001-08:00

Dear all

There have been a couple of revisions and there is a lot of ongoing work that we are excited about.

Revised list of cases filter, it is more accurate and meaningful
Marketing Pages, ability to select your Clients or the Firms Clients
Revised ability to input multiple documents per applicant on the Fact Find

At present the Document manager is being appraised with a view to allowing users to actually implement the custom templates that they create. Also we have a support site on its way in the next month.

There is still plenty happening and new things to see. Please check out the website for further information.

Kind Regards

The Development Team

More improvements

2009-02-09T08:12:00.000-08:00

9th February 2009

More improvements to the i-map x system.

SMS Text Marketing is now available. You are now able to send text messages to all your client within the i-mapx system. This gives you another means to communicate with your client base.
Further improvements to the Marketing suite
Fixed Admin Roles problems. Assigning Roles and Maintaining Roles within Firms.

Lots of work is being done on Admin tools and we have a new client support website on it's way.

Also please remember that we are constantly looking for suggestions and feedback on how to further enhance the useability and functionality of our system so if you have any problems please do not hesitate to contact us on 01446 731 214, or email us at info@i-nvent.co.uk

Regards

Development Team

More Updates - 29th January 2009

2009-01-29T03:25:00.000-08:00

Further fixes and additions have been made to the www.i-mapx.co.uk website

Applications for ISA and Bonds uploaded
User Roles fixed (User can easily set their roles within the system)
Reporting section streamlined to work faster

Please keep checking back as there is constant work being done to the system.

Kind Regards

The i-mapx Development Team

First update of 2009

2009-01-16T05:47:00.001-08:00

Happy New Year to all our i-map x users we have been busy beavering away for the past month increasing speed and fixing a few more little glitches. These are at present.

Ability to link insurance applications to Mortgages, Secured Loans, etc.
Button on case summary to view the related insurance applications.
Introducer commission added to Fees section. Amount can be seen for the introducer in their case tracking login.
New Product - Equity Release.
New Product - Debt Management.
Re-design of case summary to tidy up the most recent features added.
TCF Report, Next Step, Add Insurance and Case Users combined into one section.
List of Cases / Clients / Case Summary streamlined for faster loading times.
Database backups more efficient now. Making data more secure.
More variation on the simple reports.

More information to follow shortly.

i-map x developement team

New Update for the 12th December 2008

2008-12-12T07:01:00.000-08:00

Dear all

More changes have been uploaded today.

Client Case Tracking available and formatted
Introducer Case Tracking available
Simple Reports Generating formatted PDFs
Notes added to Client and Introducer Case Tracking
List of cases filter not showing applications belonging to sub firms.
Speed increase to list of cases
Speed increase to list of clients

More to come soon.

Bug fixes for 8th Decemeber 2008

2008-12-08T01:25:00.000-08:00

Plenty of corrections and updates to http://www.i-mapx.co.uk this week.

Prompt to copy Primary applicant's address details when creating a new client (FactFind).
Provider name removed from insurance application as it is now catered for in the case summary.
Fixed "Add Existing Client" window from fact find.
Fixed problem with cases filter not showing applications belonging to sub firms.
Loading methods added to major sections of the application e.g. List of Cases, List of Clients
Major progress made on Briefcase section.

28th November 2008 New Update

2008-11-28T01:04:00.000-08:00

The fixes for the update on the 28th Nov 2008 are:

Secured Loans Link to send a PDF of the Fact find to the chosen secured loans packager. currently(Y3S Loans and 3-mc).
Contact Client Again checkbox added to the Client Summary.
Sales person and case processor can be selected from the case summary.
Remove client option in client Summary.
Simple Reporting complete and uploaded

Updates for the 26th Nov 2008

2008-11-25T08:35:00.000-08:00

Updates today are:

More fixes for the Client Case Tracking Login
A DropDown List added to each of the Case Summary pages that only shows the relevant provider by application type.
IDD now shows the correct address of current firm rather than master firm
Intermittent problems with login now solved by the 'unticking' of 'Enable native XMLHTTP' in the IE7 Internet Options Settings
Simply Report tools nearly complete.
More users and more banner ads added to www.i-mapx.co.uk

Updates for Friday 21st November 2008

2008-11-21T08:04:00.000-08:00

There have been a couple of fixes uploaded today.

the Office 2007 docx format is now supported in the document manager section.
the Buildings and Contents Link has been added to the Property Case Summary Screen.
the Case Summary has a button that allows you to send an email linking your client to the Client Case Summary
The Client Case Summary is now active.
Some users have been having errors to do with the SSL Certificate, we have discovered the cause and if future users have the same errors please call us on 01446 731 214

View all software updates here

2008-11-21T07:57:00.000-08:00

Hi this is the first blog of the i-map x development team. We aim to provide you with details of every update that we perform on the software, found at http://www.i-mapx.co.uk

As this is a brand new FREE piece of software for mortgage brokers, IFA's (independent financial advisors) and Intermediaries it is constantly evolving. We would like to encourage contructive feedback that will help us to continue to develop the most usable and helpful system that we possibly can.

If you have any questions or problems please do not hesitate to contact us through the site at http://www.i-mapx.co.uk or call us on 01446 731 214.