Rubicon Software Group Plc - RUBI
 
Rubicon CRM Modules

Rubicon CRM's modules for the following deployments:

Accelerator Function Building Societies Secured Loan Providers Motor Loan Brokers Master Loan Brokers Mortgage Brokers
Single View of Customer Standard Standard Standard Standard Standard
Sales Opportunity Management Standard Standard Standard Standard Standard
Service issue Management Standard Optional Optional Optional Optional
List Management Standard Standard Standard Standard Standard
Intelligent Prompts Standard Optional Optional Optional Optional
Filtered Lists Standard Standard Standard Standard Standard
Broker Business Snapshot Optional Optional Optional Standard Optional
Broker Targets Optional Optional Optional Standard Optional
Territory Management Optional Optional Optional Standard Optional
Process Configuration Standard Optional Optional Optional Optional
Task Management Standard Standard Standard Standard Standard
Task Scheduling Standard Standard Standard Standard Standard
Contact Management Standard Standard Standard Standard Standard
Equifax integration Optional Standard Optional Standard Optional
Experian integration Optional Standard Standard Optional Optional
PAF file integration for address management Standard Standard Standard Standard Standard
Firstplus integration Optional Standard Optional Standard Optional
Picture integration Optional Standard Optional Standard Optional
NEMO integration Optional Standard Optional Standard Optional
Paragon integration Optional Standard Optional Optional Optional
EPF integration Optional Standard Optional Optional Optional
Secured Loan Fact Find Optional Standard Optional Standard Optional
Mortgage Fact Find Optional Optional Optional Optional Standard
Secured Loan Sourcing Optional Standard Optional Standard Optional
Mortgage Sourcing Optional Optional Optional Optional Standard
Mortgage KFI production Optional Optional Optional Optional Standard
Credit Agreement Production Optional Standard Standard Standard Optional
Work Queue Management Standard Standard Standard Standard Standard
User Task Lists Standard Standard Standard Standard Standard
Bank Account Verification Optional Optional Standard Optional Optional
Proof Of ID Standard Standard Standard Standard Standard
Data Protection Standard Standard Standard Standard Standard
Computer Telephony Integration Optional Optional Standard Optional Standard
Experian Car Data Optional Optional Standard Optional Optional
Risk Based Pricing Optional Optional Standard Optional Optional
Fax Integration Optional Optional Standard Optional Optional
Scanning Application Optional Standard Optional