Expert1 Enterprise is a suite of integrated applications allowing cradle to grave management of finance accounts.

It contains a Customer Relationship Management application at its core and include Loan Management, Loan Origination, Collections, General Ledger, Document Management and Helpdesk modules. All modules are separately licensed so only those modules you require you pay for.

New modules will be released periodically enhancing the management of both your accounts and your company.

The overall look and feel is based on the Office 2007 Fluent User Interface. Expert1 Enterprise provides a user friendly and intuitive interface making it a powerful, high performance feature rich system.

The system is entirely written in Visual Studio 2005 and supports SQL 2005 making it a future proof system investment.

The following modules are available now in Expert 1 Enterprise

• Customer Relationship Manager
• Loan Origination
• Video Library Manager
• Administration – comprising

o    Product Builder

o    Screen Builder

o    Report Builder

o    User and Introducer Administration

The following modules are scheduled for release in June 2008

• Loan Management
• Collections
• General Ledger

The Following modules are scheduled for release before Dec 2008

• Document Management
• Helpdesk

New products

 The following products have been slated for development over the next 6 to 12 months.

• Document Management enhancement – provides a means to acquire, index and store external documents associated with an account.
• Asset Management – provides full acquisition to disposal management of all assets associated with an account.

Expert1 Enterprise Screen Shots

Office 2007 style user interface allows quick access to core Expert1 Functionality. The tabs at top include CRM (core system), Loan Origination, Loan Management and Administration. Each tab and menu is configurable to meet the user’s role requirements.

 Scheduler allows scheduling of a user’s tasks. Tasks can be administrated for user groups and roles.

Expert1 Video Library gives instant live tutorial style help.

 Expert1 Enterprise comes complete with a report builder. Management can create their own reports as well as select from a comprehensive library of built in reports.

Expert1 Product Builder can create any kind of Financial product. Each component of a product can have a custom function written in .net language. The user can also drag and drop components from other products already configured to build a new product.

The Expert1 Designer allows drag and drop creation or modification of screens.