
Intuitive interface that is simple to use.
Efficient and robust technology. Enormous capacity. Extensive self-help and
support network available.
The
feature-rich Commtraxx client data base; |
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provides
comprehensive client profiles,
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displays the status
of all your loans on a single screen,
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tracks the loan
status and generates a log to measure performance,
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tracks your
commissions and trails as well as their sources,
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allows for two
levels of referrer tracking and commission payments,
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provides you with
ability to generate reports,
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generates
statistical information to analyze your client base for marketing purposes,
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provides web
publishing to keep clients and referrers up to date with personalised
information about their loan applications,
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provides fully integrated SMS text
messaging (single message transmissions, bulk message transmissions and
customisable automatic alerts messages) to any Australian mobile phone,
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when installed on a network, is
simultaneously accessible by multiple users,
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provides customisable user access
levels and user activity reports.
Reports
generated from the data provide invaluable management & marketing tools.
See
where the leads are generated from whilst monitoring the performance of your
referrers.
See
at a glance;
-
your monthly cash
inflow,
-
projected cash
inflow,
-
outflow to
referrers,
-
with which lenders
you are placing your loans,
-
various statistical
reports from a generous pick list,
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due
& unpaid trails and commissions
Graphs generated from
reports show your peaks & troughs ... and much more.
Reminder
prompts will enhance the clients perception of your efficiency.
Diary notes
are stored to follow the loan history for each client.
Export, e-mailing and web publishing
functionality allows you to easily extract data and reports.
Spend
your marketing dollar more wisely. Commtraxx generates reports to show
your target markets, strengths and weaknesses and emerging trends in your
practice.
Always hit your target
with Commtraxx.
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