Capture leads by recording notes, photos, and contacts during interactions. Engage customers through in- messaging and scheduling follow-ups. Sync data across devices and access reports for performance tracking.
Manage leads by creating and assigning tasks. Engage customers through in- messaging and surveys. Promote brand content with customizable templates. Track field activities and receive real-time updates. Share insights through customizable reports.
Send and view leads to a loan officer via Big Purple Dot. Edit lead details and track status. Share leads directly from the . Manage lead information and update records.
