TrueContact is a web based program allowing access from anywhere in the
world with an internet connection.
is totally integrated to the MorWEB system from Marlborough Sterling
Canada. Once you start an application either from your web site or
MorWEB the data flows to
in real time. No need for dual entry as everything you enter or change
in MorWEB is updated in
Donít let opportunities slip thought the cracks again!
Automated tasks are shown in a graphical calendar, displaying all
necessary phone calls, emails to be sent, documents to be printed. You
can print reports or drill down and see each task that is in your
have many generic templates already in the system and ready to go, but
you have the option of changing anyone or all of your templates to
customize to your business needs.
just donít look after your client, we also take care of your referrals
as this is major part of repeat business opportunities.
System has reports that can be displayed, printed or exported to your computer
in many file formats.
Exporting of Data
where in our system when you produce queries, reports, letters and so
on, you can produce a printable page or you can download it to your
computer in any one of the following formats .rtf (any word editor) .xls
Small or Large Broker Offices
Whether you are a single user or a Corporation with multiple offices and
branches our system looks after you!
you are in an office with an administrator that looks after the agentís
daily business, you can have a FREE account for the Administrator to
look after all your agents within you office or network.
Automated Task Generation
system automatically produces the tasks on a daily basis, you have the
option of running these jobs at you convince. You can select for the
day, week or month, no worry of getting behind or going for a holiday,
you can catch up with only a touch of a button.
Finding of information quickly
knowing, just a phone number, postal code or other application information
you can find a client, guarantor, referral source or supplier(s) data quickly.
Storage of information
TrueContact stores everything you could possibly imagine! Thousands of
fields containing information, about client(s), guarantor(s), application(s),
customer referral(s), third party referral(s), supplie(s) lender(s) and more.
Letters and Emails Editors
though we have many generic templates that you can customize to your
liking, we also give you the ability use your own letterhead or add your
Printed letterhead or add your own graphics. When creating emails our
editor is very powerful and allows you to generate very professional
system sends all your emails on your behalf but any replies to these
emails come directly to your email program of choice.
you can produce an email or letter with all the required documents that
you need to complete the application, and the system records what is
still out standing.
you have our long term TrueImaging System
if you do, then you have the ability to view and retrieve your documents
right from within your
Importing of old data
MorWEB has done a great job importing you old LSS and/or Morty as well
as your current Expert data. All of this data
is transferred and ready for use in our CRM.
Can I use my old data from another origination system.
Yes, what good is a CRM without the use of your old data?
Will my automated tasks include meetings and phone calls.
Yes, Our system auto populates certain types of phone calls, and you can
add meetings and phone calls to your Calendar at anytime.
Does the system record what actions have taken place within an
Yes every time you produce a letter, email or phone call, we have a
communication log that displays who produced the letter, email or phone
call on the date made, along with any notes.
I am sick and tired of producing mail labels only to throw out the
unused or not required labels.
Any time you produce a campaign letter or one from your automated tasks,
our system produces just the labels required for that job.