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

 
 
 

DiGi-SecureTrak Features

 
Organisational Features
 

DiGi-SecureTrak offers the ability to integrate your lead management system with a calendar and appointment system.

Secure Broker System
 
 

The DiGi-SecureTrak organisation system allows you to...

  • Create appointment with Leads and other staff members.
  • Add details and times to the appointments.
  • Set email reminders for appointments.
  • Approve and reject appointments made for you by other staff members, allowing the appointment to be rescheduled as necessary.
  • View your own and other peoples appointments in a variety of different layout styles.
 
 
 
 
   
 

v0.7.0