DiGi-SecureTrak Features
Brokers / Introducers System Features
Each Brokers / Introducer is allocated their own log-in information.
This information consists of an automatically allocated ID and randomly
generated highly secure password.
The Brokers / Introducer is able to view all their current leads including
customer details, date created, loan amount and current approval status. The
page also facilitates the addition of notes to each lead, allowing the Broker /
Introducer to add comments which you both can see. Within your own private system
you may add private comments which your Brokers / Introducers will not
see on this page.
|
