Productvity Features
There are several productivity Features within CreditSnap
Ability to addAdd a reminder on the applciation- Assign an applicaiton to self or someone else
- Add Notes
- Withdraw an application
- Lock an application
- Mark an application Complete
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
Reminders to applicants are also built into the system. These reminders go out to applicants that are not making progress - via email and sms. Your marketing team can work with CreditSnap team to activate these, or administer them under "Email & SMS Admin" from the admin options.
Assign an applicaiton to self or someone else
Add Notes
Withdraw an application
Lock an application