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Product Benefits

Increase efficiency and lower your overhead because CashTrax allows you to manage a greater number of customers with less staff through automation.

• Allow Customers to log on to their own account and manager their information, check balances, and request loans and refinances.
• Start automating your emails for the following:
  • Lead Receipt
  • Faxed Documents
  • Lead Approved or Denied
  • Loan Approved
  • Refinance Approved, How much they owe, and their balance
  • Loan Paid Off
• Automate your refinances
  • Email responses
  • Allow your customers to log on and request their own refinance and payments to principle
  • Batch your refinances and approve and release them together instead of one at a time.
• ACH Automation
  • Start sending your ACH incoming and outgoing with an FTP file directly to your bank or if you use a third party, have it automatically sent at specified times of the day.
• Keep Notes on Customers in their file, along with historical third party verication reports, applications and other files.