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How Wise 360 Desktop Ver1.0 Help Financial Consultant and Property Negotiator?
Tuesday, September 1st, 2009
Wise 360 Desktop Editions
Wise 360 Desktop Edition is part of Wise 360 Home Loan Suite. It is the convenient solution for professionals in the property line to keep track of their customer’s portfolios. A powerful Customer Relationship Management (CRM) system, the software is developed based on our extensive experience in managing customers, designed to assist you from start to finish.

Our latest software WISE 360 Desktop Ver1.0 providing user several offline tools to help user increase their sales in mortgage and property business. Unlike our online tools, now you can have it now in offline without connecting to internet. Wise 360 Desktop will update from time to time so that the changing in housing loan and property industry in Malaysia will not affected to user.
With WISE 360 Toolbar, the user can easily manage or present their sales with a minimum of time. In this toolbar it consists of CRM Module, Refinance Tools, EPF Calculator, Entry Cost Calculator, Loan Repayment Calculator, Daily and Monthly Rest Calculator. All these tools are widely used when consulting your client and client will have more confident on you.

Wise 360 Desktop Edition is suitable for any property-related professionals, including but not limited to mortgage consultants, property agents, property negotiator and even insurance agents. Various features found within the software include:
Detailed Portfolios
Users will easily locate their customers with comprehensive information designed to be held within each portfolio, which includes details such as contact number, primary address, email address, employment information and others, simplifying overall management process significantly.
Multiple Property Portfolios Support
Unlimited number of property portfolios can be assigned to a single customer, making retrieval of information about all the properties owned by a customer an easy task thus reducing redundant data.
Loan Information and Progress Tracking
Easily record and track the progress of loans applied by each customer. Each loan can be assigned to a different registered property, as well as automatically recorded as it completes each stage.
Convenient Dashboard
The dashboard of the software provides the latest summary of the user’s customers, all in a single convenient page for easy follow up. Other features in the dashboard include a reminder to notify the user of upcoming appointments and latest loan records for users to easily gauge their performance.
Search Function
A simple but powerful search function is included for users to quickly acquire the relevant information.
For more details visit our product tour http://www.fiscal-wise.com.my/wise360/tour.aspx
or Download it now http://www.fiscal-wise.com.my/wise360



