|
E-Fax
Receive electronic faxes from customers
and other parties that are automatically
loaded into the system. Send outgoing
e-faxes for reference requests and
other communication with customers
and other parties.
Uploaded Files
Both admin users and customers can
upload files from their computer,
such as Word documents and pictures.
Contact Management
Track email and other correspondence
with the customer, references and
other parties.
Email Templates
Create templates for common email
communications sent to customer and
other parties.
Contacts Database
Maintain a database of all important
contacts used internally, such as
banks, vendors, employees and other
third parties that are often contacted
while processing applications.
Prospect System
CRM system to track prospective customers,
including notes, contact management,
alerts and more.
|
-
