Track
loans, mortgages, hire purchases, leases and insurance policies
Keep text and audio
diary notes
on each loan file.
Simple and efficient data
sorting
,
filtering
and
searching
Create
recipient created tax invoices
for your payments to referrers and writers
Discover the
value of your loan book
at any point in time
Create
reminder prompts
for events in relation to loan files
Simply highlight expected trailing or upfront
commissions not received
Set customised
user access permissions
Track and manage
the work performed by each user
Quickly generate invaluable
statistical data
on your practice and the performance of referrers/writers/lenders.
Publish informative customisable protected
web pages
showing the status of loan applications for referrers and applicants
Send automatic e-mail and/or SMS
notifications
to referrers, writers and applicants
Quickly and easily send single, bulk or automatic
SMS text messages
to any Australian mobile phone handset.
E-mail
or
export
reports to a variety of file formats
Import
bulk commission receipts from spreadsheets
Store your
lender products
to search and compare loan product specifications
Monitor and compare the
performance of your lenders
in relation to benchmark application processing times
Monitor your client's
loan pay-down rates
and be alerted to abnormal month-by-month variances in outstanding balances
Apply colour-coded 3-tiered
client ratings
system to assist in your client relationship management
Generate applicant
address labels
based on a generous set of selection criteria
Create
mail-merge
data sources
Simply and quickly create and
export
your own data set
by selecting fields from the Commtraxx database
Import
selected data from
existing systems
using the "Commtraxx Data Translator"
Optional Extra
Set automatic daily
back-up
of core database files
Free updates
using "Commtraxx Rapid Updater"