Add On Modules
Essentials Package
24/7 Online Portals for Clients, Affiliates and Brokers
- Have your clients login to track the status of their account.
- Eliminate 80% client support phone calls.
- Referral partners can login separately to track their pipeline or commissions earned.
Web CMS
- Defaulted to an industry specific website
- This website will give you a professional look.
- Easily Integrate a lead generation form and a client login.
- Web CMS takes you to the next level.
- 100% of your website is customizable by you.
Demand Draft
- Print checks from the system on your printer.
- Demand drafts are marketed as a relatively secure method for cashing checks.
- The major difference between demand drafts and normal checks is that demand drafts do not require a signature in order to be cashed.
- Easily do a search for all your clients on a specific day of the month and print a run of checks for them.
Marketing Package (includes Essentials)
Broker Replicated Squeeze Pages
- Allow your Brokers to easily refer their clients to you for service.
- Once a lead is submitted it goes directly into your Lead Management System under their ID.
- Sends you a notification of the new lead submission.
- Allows Brokers to signup other Brokers online, up to five generations are now supported.
- Whether you have 2 or 20,000 Brokers, a lead page will be created for each to submit leads on the fly!
Affiliate Replicated Squeeze Pages
- Allow your Affiliates to easily refer their clients to you for service.
- Once a lead is submitted it goes directly into your Lead Management System under their ID.
- Sends you a notification of the new lead submission.
- Allows Affiliates to create new Broker accounts online.
- Both Squeeze Page systems support 2,048-bit SSL Encrypted Document Management.
Prospect Autoresponder System
- The perfect sales tool with an 8 month campaign built-in!
- The Autoresponder will sell all of the leads in your system for you via email.
- Create personalized timed emails for your prospects to receive.
Premier Package (includes Essentials & Marketing)
Helpdesk
- No more forcing every one to contact you via telephone or unreliable email.
- Be like a Fortune 500 company and standardize on a Helpdesk.
- Clients can easily log a support ticket from their very own backoffice.
- Multiple users can address the requests without having to worry if two people are responding to the same issue or if it was responded to at all!
Broker Autoresponder System
- The perfect marketing tool!
- The Autoresponder will keep the brokers in your system engaged via email.
- Create personalized timed emails for brokers to receive.
Client Autoresponder System
- The Autoresponder keeps clients engaged via email.
- Walks them through the process, step by step.
- Reduce client support by providing the answers to their questions in advance.
Learn More About TrackStar
Schedule a live demo with one of our credit industry “gurus” to learn more about the numerous benefits of outsourcing, or call us at (480) 535-5640.