Managing terms and conditions

Especially in the automotive and caravaning industries, but as well in the real estate sector the field of leasing, financing and insurance can be quite complex. There are special terms and conditions for each financial product, which partly depend on one another. Besides that there are special terms and offers. To inform the customer correctly during negotiations it is most important to keep all terms and conditions correct, complete and up-to-date,

Our administration module for this task helps to import and manage all needed terms and conditions. Terms for leasing and financing are defined by rules. This system of rules is also capable of even specifying complex activities and conditions, which are only valid for a certain span of time, too.

This module is integrated into all our products which contain functionality for financial services: EuroConsultant, product configurator, sales workplace, Immo SalesAssistant, and ImmoConsultant.

More functions of our administration module for terms and conditions:

• enhancement for risk-oriented pricing
• flexible assignment of terms on object or attribute and/or sales structure level
• versioning included
• different credit insurance available
• management of commissions and shareholding structure included