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Omnium Finance

The Finance module covers all business cases in respect of financing private real estate from indication up to the binding financing offer.

Key features

  • Guided, but still flexible process from first touchpoint to binding offer of any real estate financing.
  • The module contains all details required by a financing expert – but still presented in a simple way to the client.
  • Smart integration in the Omnium Suite allows reuse of client data, deep API integration options and customer-specific CI/CD customization
  • 100% focus on face-to-face advisory including expert views
  • Highly customizable and flexible PDF client document

Description

The Financing module covers all business cases in respect of financ-ing private residential real estate (purchase, construction, replace-ment, increase, change) up to the binding financing offer. A high level of flexibility can be offered due to comprehensible visualizations, adjustable functional depth and a multitude of integration and con-figuration options.

Topics & functions:

  • Integrated real-estate valuation (Wüest Dimensions, IAZI)
  • Financing / affordability
  • Equity
  • Collaterals
  • Funding profile
  • Mortgage structuring
  • Amortization
  • Protection (in the event of risk events and retirement)
  • Cost overview
  • Documents & measures
  • Further actions
  • Summary
  • Binding Offer

Company description

Braingroup AG is a leader in financial advisory software and digital transformation. Its core competencies include innovative and smart advisory solutions and holistic sales processes for banks, insurance companies and health insurers.

Its flagship product suite Omnium sets new standards in intuitive digital multichannel advisory for self, face-to-face and expert advice. Omnium offers dedicated modules such as finance (mortgages), life and pension planning, wealth management, pension provision, taxes, and basic advice. Thanks to Omnium, the customer interaction becomes a sustainable overall experience which allows 360° life cycle planning.

Founded in 2002 and headquartered in Zurich, the software company employs some 60 people.

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Company: Braingroup AG
Category: Loans, Corporate & Trade FinanceMortgages
Released: 18 January 2021
Type: Open API