Overview
Rep Commissions/EFT/1099
Suitability & Compliance
Production Reporting
Commission File Imports
Document Imaging
Licensing
Screen Shots |
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Maestro features the ability to electronically scan and store your documents online! No need to store scanned images in a separate system - retain all of your documents alongside the actual client, rep or transaction record within Maestro!
- Scan, store, retrieve and print copies of paper documents
- Use your existing scanner hardware
- Rep, client and trade documents are accessed quickly and easily
- Add to existing document images over time
- Unlimited document types - just add them as needed
- Document image files are stored and backed-up on Artisan's sites
- Single and multiple pages - one and two sided documents
- Manually load or use your scanner's document feeder
Because this feature is built into Maestro, there are no other software systems to buy or maintain! |