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We will give you Reports on demand that summarize all of your account activity that are accurate to the last posted call.
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Select the Reports you want on your Menu from our special report library |
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To view a report via the Internet, select an individual report from your own Report Menu along with inclusive dates and "click"
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Print them at your own office, when you want them.
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Information is accessible 24/7/365 via secure Internet
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Confirmation letters to your callers on referrals made can be included on the Report Menu and are up-to-date to the last closed call |
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If a report you want is not in our library of reports, tell us what you need |
You don't have to wait until month-end or for quarterly reports to find out how your referral service is performing for you. You'll have what you want, when you want it!
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