Credit Tracking Class
This class is designed to help you get started using your Credit Tracking System. We go over the different types of loans and types of documentation that are required for each, how to get your system set up, how to use Letter Writer in conjunction with Credit Tracking, and how to read the reports provided by the system. This is a "How To" lesson on Credit Tracking from start to finish.
What will be covered?
- Determining which documents to track
- Setting up classes
- Creating and editing letters and notices
- Assigning letters and notices to classes
- Generating letters and notices to the customers
- Generating reports
- Bankswitches to consider
- Frequently Asked Questions
- Cost and time saving suggestions