Trying tapping the screen while in scan mode.
If these tips do not solve your issue, we will need more information on device make and model and software version.If issue persists please send us a message through the help button or at [email protected]
A) Our current version does not currently offer edit or delete option. If you require a form deleted/purged, simply send your name, property address and client name to [email protected] and our team will have the form purged from system.
B) To edit existing form Search previous under individual identification page » select client » recreate form with correction » Submit
A - We store all data on a military grade secured servers here in Canada. All data is transmitted with encryption onto servers.
A - We meet all requirements on storing personal information.
Currently the average agent is storing true images of licences, passports and cheque’s and bank drafts on their mobile devices.
A - Fintracker simply scans the documents and extracts the information required to populate an individual identification form. Choosing a receipt of funds to be added to the transaction will auto populate the receipt form with most data from individual identification form.
A - There 3 ways to use our Application.
A - Not only can you “search previously” submitted forms, Fintracker will notify you if the identification used has expired! Transaction property address will also need to be updated and all other info should be reviewed and verified before submitting.
A - THE APP IS FREE TO USE FOR THE TIME BEING. You will be prompted to choose monthly subscription or annual subscription in the future.
A - We offer group rates based on 25, 50, 75, 100 plus agents.
National company discounts and board discounts available. (Branding and licence fees are applicable)
A - NOW!
A - Fintracker is owned and operated by Forward Form Solutions Inc. and not associated with Fintrac or any governing or regulatory body. Our company is committed to ensure the forms used are current and meet all Fintrac requirements under the AML compliance guidelines.
A - Fintracker has licensed the suggested forms, although is not affiliated with CREA nor does CREA endorse our application. We meet all guidelines and requirements for the reporting and storing of the Fintrac forms.
If you have any further questions or concerns, send us a message.