Wise 360 Desktop

Fiscal Wise Sdn Bhd

智慧 360 平台

THE WISE 360 DESKTOP APPLICATION

智慧 360平台程式

The Toolbar 工具栏

Exit Program系统退出 WiseCRM

Module智慧顾客

管理

Latest BLR & Historical Data最新与过去基本利息资料

Latest KLIBOR & Historical Data

最新与过去 KLBOR 利息资料

Home LoanCalculators

房屋贷款计算机

Wise 360 Desktop 智慧 360平台

Dashboard 仪表板

Latest Loans Records 最新贷款记录

Reminders and Notes提示与记录

Summary of Customers and

Loans Information客户与贷款简报

Dashboard allow birds eye view on latest information summary for user’s customers. User can get reminded of their upcoming appointments, view their performance.仪表板内含有最新客户简报 . 系统能通知使用者下个预约时间和展现最新生意量 .

Search Facility 搜索设备

Search Results搜索结果

Search Keywords based on Full Name or

IC Number查阅资料需客户名与身

份证号码

Load Selected Customer Information

读取客户资料

Search facility is provided to enable user to easily search and retrieval of their customers’ information.搜索设备提供使用者更方便的搜索方法读取客户的资料 .

Customer Information 客户资料

This form will allow user to record their customers’ detailed information. Customers’ information are kept to allow retrieval of information in the future. Analysis could be performed and tracked. 在这使用者能记录客户详细资料以便往后查寻 . 这也能作为分析用途。

Source where customer came from

客户来源

Detailed information详细资料

Contact Information联络资料

Employment Information 职业资料

Customers’ Employment information are recorded to allow ease of submission for future properties. Investment customers would like this as they do not have to 　resubmit these information again.客户职业资料记录以方便往后查阅。

Allow tracking of past employments

能够查阅过去任职资料

Detailed Employment Information

详细任职资料

Property Information 产业资料

Multiple properties could be registered with the customer. This enable tracking and reduces redundant data entry for same customers.多产业记录让使用者更方便处理客户产业资料。

Allow records of Multiple Properties

多产业记录功能

Detailed Property Information

产业详细资料

Multiple Valuers Records

估价师记录

Loan Information 贷款资料

Loan Information are recorded based on properties registered. Bank packages are retrieved from comprehensive list of database thus reduces the data entry.各产业可同时间记录多项贷款配套 . 所有配套可从资料库读取 .

Track either Refinance or New Loan

贷款或再融资

List of Loans are associated with Property

相关产业贷款资料

Bank Packages are retrieve from database

可从资料库选择相关贷款配套

Multiple Joint Applicants are recorded

可增加贷款者人数与相关资料

Retrieved from Properties listing

从产业项目中读取资料

Loan Progress Tracking 贷款进度

Loans are being tracked using this system. Each time a loan completed a stage, it is recorded. Dashboard will show the loan status and allow easy follow up.在这所有贷款过程将被记录 . 每一完成过程将显示在仪表板以方便监督。

Loan Information are retrieved

相关产业显示各贷款配套

Loans Applied for the Property

显示各产业贷款配套

List of Properties with Loans只列出贷款产业

Loan Status and Stages贷款进度过程

Notes being associated with the loan stage贷款进度过程记录

Customer Notes & Reminders 客户笔记与提示

Notes and reminders are included to provide user a way to keep track of customers’ TO DO LISTs.使用者除了可在这查阅或记录客户笔记之外还能设定提示时间与日期。

Large area for information to be recorded笔记预备空间

Reminders can be set with the notes

可设定提示时间与日期

List of Notes associated with the selected customer记载每一位客户的相关笔记