Secure Case Tracking System For Loans Companies, Equity Release Companies & Brokers

 
 
 

DiGi-SecureTrak Features

 
Configuration Features & Options
 

As well as the site containing you own official logo users can select from a variety of existing styles for the site. Additional styles may be added in the future. If you wish you may commission your own styling to suit your corporate branding.

 

You may change...

  • Lead Status values and add additional values. Examples of these values might be 'Approved', 'Rejected', 'Pending', 'On Hold', 'Unable To Contact' etc.
  • Document Templates alter template documents to automatically generate documents to give to the leads. For more information visit the documents features page.
  • Network Access Rights, this allows you to access to the system from other networks. This is useful if you wish to stop staff from logging onto the system from at home. For more information visit the security features page.
 

Other options that can be customised include the number of items display on various pages and the level of graphics on the site.

 
 
 
 
   
 

v0.7.0