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Intermediaries

Management

Comprehensive management of your intermediaries through a specific module.

WAVEDESK CREDIT contains a separate module specifically for the management of your intermediaries, which allows you to have a global view of all the necessary information at a glance.

  • Register all the details of your intermediary
  • Control access to the portal with rights
  • Central location for all documents related to your intermediary
  • Full history of all incoming and outgoing communications
Complete management of the commission globally and per file.

You have 100% flexibility to arrange the commission for your intermediary by using standard distribution schedules with the possibility to deviate at the file level.

  • Support different types of spread
  • The possibility of an unlimited number of schedules per file
  • Forecast of expected commissions
  • Generate periodic statements for your intermediaries
  • Deliver file 281.50 fully automatically
  • Clawback support
Professional online private portal for your intermediaries.

You have the possibility to offer a complete online portal to your intermediary with numerous possibilities.

  • Possibility to initiate and follow up his files
  • Overview of his portfolio with spread commission
  • Consult and download his statements
  • A complete document archive
  • Optimal communication via agenda, tasks, messages, ...

Internal management

The internal management of the intermediaries allows you to manage all aspects related to your intermediary.

You have an extensive file where you can register all the details about your intermediary. This sheet also allows you to define the standard schedule for the commission (can be overruled at the level of a credit file) as well as to manage access to the online portal.

Some screenshots:

In addition to the intermediary’s file, you have a large number of modules that are directly linked to the intermediary.
These modules allow you to keep practically all information in a structured way so that you can consult it quickly and have a complete history.

The main ones are:

So you have the necessary tools to manage everything related to your intermediaries in 1 central location. By integrating with the portal, you also have the option of making certain matters automatically available to the intermediary.

Commission management

Commission management for the intermediaries makes it possible to determine at the level of an individual the type of commission and how it should be spread.

You can opt for a one-off fee, a recurring payment or a partial payment at fixed times. You can always specify which percentage must be paid out at which time.

By supporting multiple commission schedules per credit file, in addition to the spread for the intermediayr, you can also keep track of your own spread and thus have a perfect picture of the expected commission in the future

Some screenshots:

Portal

The WAVEDESK platform contains an extensive portal for your intermediaries.
In view of the extensive functionalities, we have made a separate page available for this.

Knowledge base

Are you looking for additional information about WAVEDESK CREDIT?

Visit our knowledge base with articles and videos about WAVEDESK CREDIT.

Demo account WAVEDESK ERP

Please enter your name and email address below.

We will make a demo environment available to you within 48 hours where you can try out the functionalities without obligation.

Demo account WAVEDESK CREDIT

Please enter your name and email address below.

We will make a demo environment available to you within 48 hours where you can try out the functionalities without obligation.

Demo account WAVEDESK ERP

Gelieve hieronder uw naam en e-mailadres op te geven.

Binnen de 48 uur maken we een demo omgeving voor u beschikbaar waar u vrijblijvend de functionaliteiten kan uitproberen.

Demo account WAVEDESK CREDIT

Gelieve hieronder uw naam en e-mailadres op te geven.

Binnen de 48 uur maken we een demo omgeving voor u beschikbaar waar u vrijblijvend de functionaliteiten kan uitproberen.