Later Life Lending Solutions Ltd
Business Case
Stakeholders
- Later Life Lending (LLL): Advisers & Administration
- Customers: aged 55 plus home owners
- Sixty Plus: Compliance & Support
- Lenders: equity Release Mortgage Companies
- Solicitors: to provide legal advice to customers
- Introducers: companies referring LLL to their customers
- Marketing: providers of marketing/printing services
Problem
Later Life Lending Solutions Ltd have an existing APP built with APP Sheet using Google Sheets & Google Drive. The business outgrew this so needed system update converting over to our Tadabase platform:
- Currently pay per user on AppSheet & we need to expand users
- AppSheet is more for mobile use but they only use on desktop
- Better functionality & user interface on Tadabase
- Need to have portals for stakeholders
- Support, faults and development is covered by Adrian
Solution
Web-based communication and business automation tools to provide a platform for:
- Single application with multi-interface for all stakeholders to use & interact through
- Key-once principle to remove duplication and errors
- Business automation tools to provide better process and communication, i.e. automated updates to stakeholders
- Reporting and management information to enhance business decision making
- Customised user interface with AWS security (Amazon Web Service)
Business Benefits
- Lower cost of sale
- Supported by Digital Teams
Main Features
Must Have
Key functions:
- Dashboard and reporting suite
- Manually add new customer & new opportunity
- Automatically progress opportunity through many stages as each stage is completed
- Send key notifications to stakeholders through process
- Centralized file & case management
- Stage Checklists
- PDF reports for Fact Find
Main Menu
- Marketing
- Customers
- Opportunities
- Administration
- Compliance & Training
- Help
- Support
Customized screens for:
- LLL Management
- LLL Administration
- LLL Advisers
- Sixty Plus
- Introducers
- Solicitors
Integration
- Gmail/Other email platforms to ‘scrape’ sales order data
- MinSoft (if possible)
- Team Simplee – Tadabase
- Trade Islands (if possible)
- Accounting software
- eCommerce – ebay, Amazon, Wayfair, Groupon, Shopify
Office
Stowmarket Road
Needham Market
Suffolk
IP6 8DX
Contact Us
- 01449 480 580
