It is possible to filter the outcomes to only screen energetic consumer membership (the financing otherwise equilibrium) otherwise lifeless consumers
nine CashTrax is an entire on the internet store and you can.Internet Screen App. We’re going to help your on line group otherwise rented web development organization inside the integrating the application form and you will customers log on point. The whole method is tied to your internet host and you may SQL 2000 databases. You happen to be required to buy the appropriate technology and you may software needed to host this site and you will databases. We will give you a recommended hardware / application specification and you can send you to definitely an approved servers collocation studio.
10 CashTrax Enjoys: Company Status Monitor: It display gets direct access to all or any information about latest people, applications waiting for confirmation and you may approval, crappy financial obligation accounts, refused loans and every single day ACH transaction totals. All of the worthy of is actually clickable to display a “Evaluate Detail Monitor.” it screens very first Good/R number for quick information accessibility. It pages functions in real time, so as in the near future just like the a special application comes in throughout the web site, you’ll encounter instant access to accept, pre-approve otherwise refuse one app. Business Standing ScreenView Outline Display screen
11 CashTrax Enjoys: Buyers Lookup: It screen enables you to look for your web visitors centered on history title, first-name, personal security number, buyers ID or email. After a customers can be found, it’s out of this display screen which you examine almost all their recommendations and you may provide the account.
CashTrax searches for all the people having an excellent loan owed within this the following one week and you may directs a customized notification
several CashTrax Has: Customer Fix: C ustomer information is viewed right here, plus customers record and you may administration of their mortgage. You can also perform and view earlier in the day Teletrack accounts by the brand new simply click of just one option. So it screen enables you to build customer cards, have a look at current otherwise earlier in the day Knowledge Inside Financing Plans, boost and alter pointers when needed.
You employ that it equipment to tell your potential customers one to its loan flow from in the future
13 CashTrax Have: Email Text message Maintenance: Inside display you will find the automated characters and you will change, put otherwise revise the text throughout these messages. Auto-Current email address Utility: That it display allows you to mass current email address your visitors. So it display screen as well as logs most of the notifications to assure that you do not send an email over and over again.
fourteen ACH / NACHA Government CashTrax integrates with third party ACH processors by allowing you to easily perform outbound and you may arriving purchases (Account Debits and you will Credits). Deals are canned one-by-one otherwise for each group with a limitless level of membership transactions. You can prefer to print a spread piece into the transactions cued getting guide processing or carry out and you will electronically transfer good NACHA document in the a prescription format for group processing by the a third team.
15 Teletrack Integration CashTrax without difficulty combines Teletrack scoring and you may revealing feature into the program. Dont waste time yourself entering applications in Teletrack more. Into the CashTrax, what you need to manage try press You to switch and the statement was made
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