LOS Modules
> Documentation & Report Manager
Immediately increase sales opportunities
A complete set of reports and automated documents can be exported, printed, e-mailed and faxed. Integrated customization tools allow personalization of all documents and reports.
Documentation includes :
- Loan agreements
- Collateral agreements
- Application forms
- Life and disability insurance forms
- Customized letters and documents
Reports includes :
- Client profiles
-
Detailed customer lists
- Pending loans
- Authorization request and recommendation forms
- Activity scheduler
- Cross-selling reports
- ODBC standard - Integrated with Crystal Reports™
