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| Quick Application Module |
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Features:
The Quick Application Module is a valuable
tool for merchants looking for a method of managing
applications and converting them into loans. There
are many efficiencies and options for the merchant with Quick Application Module.
The Quick Application Module collects all
incoming applications, whether from your website,
Internet lead provider or entered in by a CSR. The
information is automatically transferred over from
lead providers and websites (if utilizing website
integration), eliminating the need for double entry
of a customer's information. All quick applications can
be searched for by: method entered, date entered,
customer information, status, the person who entered the information,
and several other queries.
This feature allows you to capture a customer's
information and store it, even if the application
is not converted into a loan. This can be
useful for marketing purposes. |
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| Product
Features: |
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Search
for applications by the following: |
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Last
name, SS#, Phone, etc. |
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Date and time
received |
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User
that created the quick application |
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Follow-up
date |
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User assigned to the quick application |
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Keep
customer's information |
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Eliminates
need for double entry |
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Possible
to integrate to a marketing website |
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Ability
to fax or email applications directly from
the system |
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Convert
the application directly to a loan |
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Screen
Shots:
The image displayed below is from the quick application
search menu. It gives reps the ability to search
for new applications by a variety of manners
as they come in. After entering the search criteria, all quick applications matching the criteria
will be available for review. |
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| Specific
quick applications can be reviewed by clicking on
the quick application number. The applications contain
all of the information that was passed over from
the source. The information can be edited, faxed, emailed, or converted into a new loan without
any modifications if necessary. |
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