Funding Tracking

We give you the ability to search through your customers and filter out the ones who have already been funded so your office staff knows which customers need to fund. This helps your staff so they have less work to do as they work on getting accounts to fund.

COMING SOON: We will take on a new undertaking where we will allow you to set your multiple schedules for each funding source you use and then you will be able to see the actual funding report side by side with what our system calculates your funding to be. This means you can instantly find discrepancies in Funding amounts. We want to help keep you from leaving any money on the table and still have time to run your company.

We offer more possibilities to meet your every need.