Are you interested in more loans in less time? Eva Finance's versatile software supports customer centricity with its integrated interface and advice module, enabling mortgage advisors who have many administrative tasks to achieve more on a daily basis. This software makes it possible to contact the customer and close the loan in less time, as well as the goals of optimizing the process and therefore higher efficiency.
Eva finance is suitable for construction finance consultants - from self-employed persons to GmbHs & AGs. This software is based on SaaS web and can run in the cloud, but can also be installed and run on smartphones with Android operating system, iPad tablets and iPhone mobiles.
The training of working with Eva Finance is delivered to its users through in-person training and online training services. Also, the user can learn more about working with the software by reading the educational documents that come with the software and by participating in educational webinars. Software features include: budgeting and forecasting, calendar and reminder system, customer tracking system, contract and license management, email marketing, financial reporting, scheduling and task management.
As a construction specialist, get more freedom in individual advice with EVA Finance and focus more on your customer contact. As a financial expert you need strong advisory software and a smart CRM system. Our tool supports you in quickly and individually consulting and managing customers, so that you have more time for sales. The secret weapon of all financing brokers who want to avoid unproductive tasks such as tedious multiple customer data entry and individually designed financing offers.
Automate your sales processes with EVA Finance so that after much deliberation you never fail to finance again. It has self-declaration electronic file, online calculator, online self-declaration megalink; Book an appointment online and easily upload documents. Give your customer a login to view the electronic file, including your proposals. Links are easy to integrate into your website. Turn your website into a customer. Working in stand alone CRM
Get the best use of your customers' data through a premium structured set with EVA Finance. This software supports you in getting more time for sales. work effectively Plan, manage and monitor your tasks from customer request to completion, all in the board area. Our CRM is 100% standalone. Top commission and statistics tools. With the included commission tool, EVA Finance supports you in successfully billing your advisors, partners and brokers. Use reporting and statistics tools to evaluate your financial processes and set new goals and objectives.