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  • Taco Single User Subscription
SKU:

Taco Single User Subscription

A$110.00
A$88.00
A$88.00
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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

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Sunshine Coast, QLD, Australia       
Insight Development (Aust) Pty Ltd ABN 18 154 499 025
     Broker Enquiries
Coaching Enquiries
Software Enquiries
 E: matt.ireland@insightprocessing.com.au 
 E: linda.ireland@insightprocessing.com.au 
 E: matt.ireland@insightprocessing.com.au    
 P: 0413 9999 51
 P: 0414 012 714
 P: 0413 9999 51