What the CRM software should do when customer is a mortgage broker
We have to implement Microsoft Dynamics CRM 3.0 for a customer who is a
mortgage broker. It's their business is to sell mortgages for banks and
large financial institutes. The profit they make is calculated as a
percentage of the total mortgage amount. Unfortunate for us, none of the
default pricing methods fits here.
What the CRM software should do; When the user chooses a specific mortgage
from the product catalog, the opportunity-product should know the provision
percentage for that product. When the user enters the mortgage amount on the
opportunity-product detail screen, the system should calculate the provision
amount and write it into the unit price field. By entering the provision
amount into the unit price field, we keep the Sales Pipeline report and all
other reports intact.
basically what we need is:
For the product entity:
a field for entering the provision percentage
For the Opportunity-product entity:
a field for entering the mortgage amount
override the default calculation method to handle percentage calculation and
put the result into the "unit price" field.
Right now, I have no clue on how to achieve this. Are there people here who
have experience with this kind of changes to the program? Does anyone have
other suggestions or other approaches?
I don't know much about your problem but you should check in
http://www.mortgage-loan-directory.co.uk
It might help for you