1) Reporting on Customers Approaching Next Credit Review
Bectran users can now run a report that displays all accounts that are approaching their scheduled review within a pre-defined date range. This report enables users to be more proactive in identifying customers approaching their review.
2) Identifying Pre-Qualification Analyst on Reports
In an effort to provide greater oversight into the pre-qualification process, users who generate pending pre-qualification reports can now view when an application is assigned to a sales user or a primary contact.