"It provides more information in a single key stroke than we ever thought possible."

Chris Doyle, President, Texas First Bank

Solutions

ResourceOne

Using the latest in Microsoft technology, ResourceOne (R1) is an easy-to-use, secure, browser-based software application running on the financial institution’s network. ResourceOne delivers the power to manage opportunities through:
  • Lead and referral tracking;
  • Loan and deposit pipeline management;
  • Sales force automation;
  • Case management;
  • Contact management;
  • Client relationship management (CRM);
  • Compensation/Incentive tracking;
  • Reporting; and more.

ResourceOne includes features to meet the varying scope of a community FI’s contact management and sales force automation needs, such as opportunity management, effective marketing, client retention, increased productivity, and employee retention.  The ResourceOne solution includes the following Standard Features and Additional Modules: 

Standard Features & Additional Modules


Standard Features Additional Modules
Lead Management
Performance View
Client Management
Compensation
Integration
Calendar
Reports
Document Referencing
Administration
Training		 Profiler
Auto Lead
ResourceOne Sync
Marketing Manager
Resource Center
Case Management


Express Professional Services

CoreTrac’s Express Professional Services (EPS) delivers solutions that quickly address the specific needs for our clients. In addition to our popular client voting system, used to gather customer input on future product enhancements, EPS offers a solution for those clients that require a more rapid development than the general majority. Each EPS request utilizes the depth of knowledge of our application architects, developers, and quality assurance team to develop a total solution for our client. Every EPS project must pass a qualification review that will determine if the project compliments ResourceOne, adheres to coding guidelines, meets all standards of our main application, and integrates completely.


 

Product Brochures

Product Overview (pdf)
Feature Functionality (pdf)
 

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View a ResourceOne Demo >>