The LendMate System is an integrated business application catering to the business requirements of Fair Credit Mortgage. The LendMate System is designed to cater to the FSBO (First Sales By Owner) Sales Process, FSBO Sales Reporting, Scheduling & Communication, Basic Human Resource Management and Basic Inventory Management requirements.
System provides the features like generating task automatically, call tracking, contact and client database management, Message tracking and Scheduling.

LendMate system automated the FSBO sales process, automatic task is generated by the system one after another as the process goes on. System manages the client and contacts information, property information; provide facility for generating manual tasks. The implementation of the system resulted in enhanced staff productivity and improved customer satisfaction with correct and timely information.

The project provides real-time stock market data to the retail investors. One way feed obtained from the stock exchange is disseminated to multiple clients on real-time basis. Every tick data is processed and displayed to the client. Application provides many additional features to the retail investors enabling them to take best trade decisions. System is developed in two different versions. The retail version displays limited information to the user. User can maintain couple of watch lists and can view market depth for the selected symbol. It also provides end of day price/volume chart to the user. Watch lists display stock detail update data as it is received from the exchange server. Along with watch lists where user can add his own set of symbols, user also gets market summary and top stocks for the day. User also gets announcement of the day from the exchange. The next version is profession version providing much more features to the retail professional. These features are:

• Real time, every tick data to the customer
• Multiple custom, pre-defined and conditional watch lists with updates happening on every time and updates reflected visibly.
• Announcements for current and previous days
• Alert management to display pop up messages on predefined conditions
• Multiple chart and technical indicators like Moving Average, MACD, Bollinger bands, RSI and other 51 indicators providing intraday and history charts
• Multiple Portfolios management
• Detailed time and sales information of open session and previous closed sessions which including previous days’ session
• Integration with Metastock professional
• Multiple themes and work space management to depending upon the users need

System provides real-time market data to its user. System is scalable enough to support 10000 concurrent users.

The system enables Maxum solution to send bulk emails to all the employees of a company containing Insurance product details and link to the Form, which employees can then fill up. These forms are then printed by Maxum and send to the respective carrier. Form details can be sent in electronic format also.

• The system has the following Features:

  • Employees data build up from CSV files.
  • Repository of the CSV files uploaded for each company.
  • History of the employee's previous recordso Standard HTML based Email Template generator with the facility of mail merge.
  • Sending Emails to all employees or per department wise.
  • Insurance Carriers, and Products repositoryo Flexible Signup Form designer for product. Each product can have multiple forms which are attached to the company. Link to this dynamic form is sent along with the email to the employees.
  • Employee Signup - separate login for employee to fill multiple signup forms for different products.
  • Printing of filled in Signup forms
  • CSV export of the filled in signup formso Reconciliation report of data from employer and carrier
  • Other administrative Reports