Team Notification
Have you ever been afraid to go on vacation because of lost productivity while you were gone? What if you could have a way to keep your applications coming in, still get serviced and go on that much needed vacation?
Many loan officers have loan processors that actually handle loan applications at the Point of Sale. With Credex® you can set up your team so anyone you designate is immediately notified of a new application. That way, even if you are on vacation or closing with another applicant, you can still have your applications handled in a timely and efficient manner.
Automation Benefits Achieved for Team Members:
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Receive notifications of new applications submitted via AppWizard™ |
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Have the ability to view the application and credit report within their own account |
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Automation Benefits Achieved for You:
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Retain the application and all functionality in your account |
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Disable the team notification feature at any time |
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- Team Notification diagram - |
