Diamond offers solutions for various challenges within your financial organization and has added value for every department and user. With Diamond Forms, Flows & Docs you increase your productivity, costs are reduced and processes become more accurate. In this way, errors and unnecessary work can be prevented and risks reduced.
Do you want to know more? View the full list of features or schedule a personal demo with a specialist!
MORTGAGE ADVICE FORM
Good financial advice is based on relevant data and can be substantiated with it. With Diamond's forms, your systems can connect directly to databases so that data can be stored and calculations can be performed immediately. This way you have to process less information yourself and you can rely on the conclusions that are generated automatically.
INVENTORY FORM
With Diamond Forms, Flows & Docs you can take pressure off the back office employees by smartly designing forms. Diamond's software shifts the task from processing information to verifying information. The following unique Diamond features help you run an efficient business:
QUOTE FORM
Due to discrepancies in financial situations and different wishes, it is useful for financial companies to draw up an interactive form from Diamond. With the Diamond data connector, the entered data can be automatically analyzed and a personalized quote can be sent out in no time.
TAX FORM
Sending files with privacy-sensitive information in an e-mail or via commercial upload and download services is nowadays not considered to be sufficiently secured. However, with the following Diamond security and compliance measures, you can send information and files with confidence:
EMPLOYER'S DECLARATION
An employer's statement is useful if a lender wants to get a picture of a customer's financial situation. Unfortunately, employers are often in no hurry to complete an employer's statement, limiting your efficiency. But with Diamond you can organize the forms so that contacts are reminded in a timely manner and that they can fill out the form in a streamlined and easy way.
adjustment calculation
To ensure that every company can get the most out of Diamond's forms, we have developed the following functionalities especially for large organizations:
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