Yet more improvements

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

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.

1. New Notes System - Allows only editing by the Admin and it is more effecient
2. Reporting - More filters have been added, e.g. regulated - non-regulated mortgages
3. Agreement Number now accepts characters and numbers
4. Status box permanently open
5. Homepage boxes permanently open
6. Client Document section. Now users can upload documents specific to the client as well as the application.
7. 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

Dear all

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

1. Revised list of cases filter, it is more accurate and meaningful
2. Marketing Pages, ability to select your Clients or the Firms Clients
3. 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

9th February 2009

More improvements to the i-map x system.

1. 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.
2. Further improvements to the Marketing suite
3. 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

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

1. Applications for ISA and Bonds uploaded
2. User Roles fixed (User can easily set their roles within the system)
3. 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

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.

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

More information to follow shortly.

i-map x developement team

New Update for the 12th December 2008

Dear all

More changes have been uploaded today.

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

More to come soon.