Home - Credit Suite - Select Screenshots Client : CashNow

Mail Page that summarizes the events that have taken place, allowing you to focus on items that require your attention

View Application from their origin, by the type of application, by the status, by the user, or any other mixed variations

Application Summary gives you access to every item related to this application. Items like communication (phone, fax, e-mail), application detail etc are easily accessible

Application Detail

Application Processing - As applications are send to lenders and underwriters, they get stored under their tabs. This way you can track each application very easily. The clocks under the red dot allows you to set reminders and alerts.

View by Status - View applications that are with your underwriters via the status so that you can ensure everything is moving smoothly and forecast better. Red and Greed dots next to the application will tell you how long they have been left unattended.

Email Storage

Status Workflow

Phone communication history

DATA SUITE
CREDIT SUITE
- Overview & Introduction
- Challenges Resolved &
Benefits
- Features
- Screenshots Client :
CashNow
FINANCIAL SUITE
SALES IN MOTION
 


Contact Information
Sales: 1.702-508-4172
Support: 1 954-607-1538
FAX: 1-866-687-5865
customerservice@trustvault.com
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