eMail

The various email capabilities within Instant Credit Manager are extremely robust and user friendly.

First, you can email a customer from within their merchant, cash advance or check processing application record, and the content is saved to the CRM notes section of that record. This makes it much easier to track every form of communication with your customer, providing an audit trail for customer service.

Additionally, there are email templates used for when documents are sent to customers for signature. These templates can contain specific instructions for completing and getting paperwork back to you. These are 100% customizable by you.

Templates are also for auto-responder email sent to customers. For example, once a merchant completes an online application, the system will send them a Thank You with additional information about the approval process. These are also customizable by yourself.

In this highly competitive market, staying in front of your customer is crucial to keep merchant attrition down.