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We will give you Reports on demand that summarize all of your account activity that are accurate to the last posted call.

Select the Reports you want on your Menu from our special report library
To view a report via the Internet, select an individual report from your own Report Menu along with inclusive dates and "click"
Print them at your own office, when you want them.
Information is accessible 24/7/365 via secure Internet
Confirmation letters to your callers on referrals made can be included on the Report Menu and are up-to-date to the last closed call
If a report you want is not in our library of reports, tell us what you need

You don't have to wait until month-end or for quarterly reports to find out how your referral service is performing for you. You'll have what you want, when you want it!


210 West 22nd Street #130 Oak Brook, IL 60523
Phone: 630.371.1530 Fax: 630.371.1533

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