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CashTrax Features

Administration Tool:

  • Loan Processor / User Management
  • Extensive State-By-State rules and system settings management
  • Loan processor login and permission management
  • Customer manager dashboard. All features amd functions are excessible from one screen for quick and easy management
  • Financial reports
  • Web activity reports
  • Rates / Fees management
  • Automated email generation tools
  • Built in Loan Agreement creation, presentment and storage
  • Automated batch loan refinancing tool.
  • ACH Outgoing / Incoming validation
  • Loan write-off function
  • Customer service notes management
  • Third party tools: Teletrack, CLVerify, GoodOil, Verid and more.
  • All functions are customizable to suit your business' needs
  • and much more
Web Presence / Online Customer Portal
  • Multi-step registration application
  • Routing number verification with Federal Reserve database
  • Account activation through email verification
  • Application field control
  • Customer Login
  • Sections Titles Include:
    • Review Account Information
    • Change Password
    • Request New Loan
    • Refinance Current Loan
    • Make a Payment
    • Payoff Request
    • Account History
  • Dynamic creation and presentation of "Truth In Lending Agreement" when new loan is requested or renewed with digital signature technology.
  • Site design look and feel is customizable.


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