Information is power! TRAX is the perfect order management and tracking tool designed for use with ProForm. Utilize our TRAX Add-On to help manage office productivity and monitor your day-to-day business.

With TRAX you can easily locate and check the status and due dates of all required tasks for your order.

You can generate customized management reports including:
  • Order Volume Report (by closer, lender, mortgage broker, realtor, etc…)
  • Source of Business Report
  • Exceptions Reports
  • Aged Accounts Receivable Report
  • Open and Closed Orders Reports
  • Policy Register/Liability Report
  • Closing Calendar