SKU:
Taco Single User Subscription
A$110.00
A$88.00
A$88.00
On Sale
per item
Streamline your business and improve your customer service.
Basic Features:
CRM
Loan tracking
Best practice loan tracking templates
Best practice templates for client, lender, real estate and solicitor automated communication
Automated loan processing workflow
Detailed construction tracking
Valuation specific workflows
Pricing workflows
Reporting features:
Monthly Submissions
Monthly Approvals
Monthly Settlements
Active Loans
Lead Overview
Valuation Tracking
Resources:
Full access to training videos
Continuous improvements to workflow and templates