Checklist Direct for salesforce
Checklists are an age-old proven tool to streamline processes and reduce errors. Checklist Direct by Northteq brings the power of the checklists to salesforce.
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built by people who know equipment finance
key features
- user-friendly interface for clear, collaborative communication
- configurable, automated checklists built to match your needs
- drag and drop to quickly upload documents from any device
- end-to-end audit trail allows secure insight into completed and waived items
business benefits
- increase productivity through automation
- exceptional experience for partners and borrowers
- real-time updates anywhere, on any device
- reduce turnaround time
