| |
Secure Case Tracking System For Loans Companies, Equity Release Companies & Brokers |
|
| |
|
|
System Features
- Fully organised leads list allowing advanced searching, filtering & sorting with a well formatted display.
- Lead detailed information is split into various sections including "Customer Data", "Financial Data", "Lead Checklist" and "Stored Files/Documents"
- Fully integrated calendar with personal and combined entries, many user options, email reminders and administrative users
- Notes system allowing general and private notes to be attached to leads with options to view notes in various ways including downloading as a PDF document.
- Lead data export functions including date filtered and mail merge compatible exports.
- Fully organised brokers list allowing broker/introducer administration such as create or modify a broker/introducer, reset brokers password and viewing broker details or leads.
- "Brokers View" function enabling an admin user to view a brokers leads list as he or she would see it (e.g. without private notes and financial data)
- Document templates system allowing complete control of automatically generated PDF documents using as many custom templates as required.
- Admin user management allowing full control of system users including reset password, modify access rights and user details.
- Option to have customised functions added such as automatic completion of your application form as a PDF document which can be saved, emailed or printed.
- Detailed statistics including server usage and users, lead statistics such as average costs including a dynamic graph and disk quota information.
- "Manager User" system options including network restrictions and system values.
- Per-user options for display preferences including several schemes & styles.
- Help system with detailed information on items such as document formatting options and file storage.
- Secure broker login system allowing the broker to view, sort and search their leads and progress 24 hours a day 7 days a week with instant updates.
- Secure online lead submission feature for registered brokers.
|
| |
|
|
| |
|
|
