Audit Trail | Security | Remortgage Opportunities | Document Scanning |
Networking | Reports | Document Management |
Audit Trail
Mortgage Administrator has an unlimited Audit Trail used to track the day to day progress of a case.
At the press of a button you can enter the username, date and time of an entry in the Trail
The system also incorporates a complete multiple case tracking system where you can book a scheduled call. The system will then track the status of the call, who made the call, the result of the call and what to do next.
The "today's work" feature can produce a report at the press of a button showing you exactly what needs to be done.
All data entered into the system is user, time and date stamped ensuring at all times you know exactly what the status of each case is.
We're so impressed. We've been on the lookout for something easy to use and this is it! We love it. BP, Derby
This really has made our business easier to control. SMS text messaging and Proc Fee tracking is perfect. GP Ltd, Lincon
Being able to access all our clients files from anywhere in the world still blows me away. Not sure how we managed before this! Rob O&A Essex
The document scanning really is a great step forward for us. And we were surprised just how easy it was to get up and running. TMZ Pudsey
The VPN installation has enabled us to merge both offices together and see exactly what's going on. DW N Ireland
Our Christmas card list is normally a bit of a job. Really can't believe we can do it with just a couple of buttons. TD Kent
No on-going costs for a great system. Just what we need to get of the ground. WK Hamilton