The ability collect customer applications that is all encompassing - We collect all information we need, can send out requests for things to the customer, and the customer has the ability to complete requests and things themselves. This has really help streamline the process and makes it more hands on/user driven vs us having to send out those requests. We also have the ability to pull secretary of state reports and credit reports directly from Bectran, which eliminates the need to go on the internet to pull a report, save it, and then attach it to the application. Review collected by and hosted on G2.com.

Bectran accepts each application on its own from the customer, but nothing is built in to notify us if that customer has previously completed an application before. You can search by an email address to see if that same email was used to complete previous application. The customer can also login to Bectran and view applications they completed. It would be beneficial if there was a 3rd internal function that grouped applications together that were completed by the same business owner based on their name. It would make it much easier locate applications that belong to the same individual as sometimes business owners will use different business emails for each business location. Then a notification banner could be used to notify the individual reviewing the application of the previous REQ#'s that also belong to this customer. Review collected by and hosted on G2.com.