Platform Updates of 2017

(2/2017)

New Forms Management Tool: Add additional agreements, forms, document construction as part of your credit workflow.

(5/2017)

The Bectran Application is now available in Mandarin and Italian

(6/2017)

Operations Manager Administrator: Enhanced Sales user seat allows territory managers to see Applications assigned to representatives that are part of their territory.

Follow Up Notes: Ability to send custom notes when sending a Follow-Up email to the customer in the Incomplete Apps Report.

(7/2017)

Enhanced Credit Review Module: Capability of creating a Credit Review Setup or requesting a Credit File Update within existing customer account in Account Reviews.

(8/2017)

Streamlined Login Page:  User login page updated to streamline and improve user access.

Updated Sales User Features: Additional functionality was added to management controls in order to enhance the customization of the sales user experience.

(9/2017)

Terms & Conditions Workflow Enhancement: Previously, changes to Terms & Conditions needed to be processed through the creation of a new credit request. This Workflow enhancement enables the addition of updated Terms & Conditions to an existing credit request, eliminating the need to create a new request to make the update.

(10/2017)

Integration API updates were deployed.