The Charlbury Group. About Us Based in Kidlington, Oxfordshire Independent, specialising in providing IT solutions in the housing and financial sector.
Post on 18-Dec-2015
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About Us
• Based in Kidlington, Oxfordshire
• Independent, specialising in providing IT solutions in the housing and
financial sector
• Management team of mortgage and technology specialists in lending,
arrears and IT
• Established over five years ago
• Work with a number of well known brands including Lenders, Field Agent
Companies, Contractors, Asset Managers and Litigation Solicitors
• Have built and maintain an established platform used by many UK lenders
Overview of AMS
• AMS is a web based distribution and information collection system
Lender
AMS
Litigation Solicitors
Field Agents
Asset Managers
AMS Key Points
• Lender maintains full control of instruction distribution to your supplier
panel with an easy to use allocation engine
• Tailored independent and aggregated management information
• Exception reporting based on your working methods
• Little or no IT work required by you
• One connection provides multiple connections
• Full audit trail
• Secure data transmission
• Low cost
The role of TCG
• Lenders choose, pay and manage the relationship with suppliers
• All data and case information is the property of the Lender or the supplier
• TCG has already built/builds connectivity with numerous suppliers
• The level of connectivity depends on the suppliers ability and business
process
• TCG does not charge for building an interface
• The majority of connectivity is via a full XML interface
• Creating interfaces removes double keying which reduces cost and errors
BCP, DR and Security
• TCG hosts systems in 2 secure data centres with a fully managed
environment
• Data replicated in near-realtime to DR data centre
• Familiar with lenders policies on BCP and security
• Server and computers managed by Active Directory
• SSL used to encrypt data for external access.
• Firewalls to secure all network access to the outside world
• Registered for data protection, with regular training
• In last 5 years we have NOT had any unscheduled down time in
working hours.
AMSField Agent
Lender
AMS: Field Agent
Field Agent Firm Field Agent Firm Field Agent Firm
Lender-controlled Allocation Engine Full suite of Management Information Reports returned automatically
Key Features
• Lender-controlled allocation process based on your own rules
• AMS: Field Agent can work with any type of data feed from a lender
• Data security as all data is encrypted before transmission
• Little or no double keying as data is self populated into the Field Agent
Companies’ workflow systems
• Automatic instruction receipt confirmation from Field Agent Companies
• Automatic return of report from Field Agent Companies systems
• Full audit trail
• A single integration to instruct multiple Field Agent Companies
Management Information
• Management Information returned from the system directly to a Lender
includes:
– Number of instructions sent to Field Agent Companies
– Number of reports returned by Field Agent Companies
– Time taken to return reports by Field Agent Companies
– Percentage of customers contacted
– Reason for arrears
– Percentage of income and expenditure forms completed
– Number of ‘arrangement to pay’ made
– Type of arrangement made (i.e. mortgage payment plus additional amount)
• Performance MI can be used to drive future instruction allocations
Please see sample MI pack for more details
Costs
• No set up fees or on-going development fees for anyone
• Time Cost – Agreeing definition dictionary for aggregated MI
• Limited IT / no IT work required by you as we have built the pipe work and
many of the direct connections already
• Field Agent Companies pay TCG £2.95 plus VAT for all returned reports
• Field agent companies may be margin sensitive when the lender fees are below the market norm
AMS Summary
• Ease and control of instruction distribution
• Independent and aggregated management information
• No IT work required by you
• One connection to AMS provides multiple connections to suppliers
• Full audit trail
• Secure data transmission
• Low cost
• The AMS platform is the only established working platform across litigation,
asset management and field agent suppliers
• TCG happy to provide (encourage you to contact) referees
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