Productvity Features
There are several productivity Features within CreditSnap
- Ability to add a reminder on the applciation
Reminder Capabilities
There are two different reminder capabilities:
- Reminders to members - This can be setup and possibly it is already active. Go to email & SMS option under admin to see if these are already there.
- Reminders to employees - Anytime you call an applicant and the applicant suggests you call back on a certain date, then the employee can add a reminder on that application. When that day arrives, the application will float to the top of your queue with a “bell/reminder” icon on it. Filters - If your goal is to see any apps that failed ID Verificaiton or did not sign the docs or did not complete Income verification, then simply use the Queue filter at top left to see just those applications.Reminder Capabilities