The app offers account access for personal and business use. Users can check balances, transfer funds, view history, make payments, deposit checks, pay bills, and apply for loans.
The app provides tools for agents to manage leads, communicate intelligently, and organize tasks. It offers features for team management, listing updates, and accessing resources for business operations.
Track transactions, view materials, connect with agents
Track active and closed transactions, view marketing materials provided by Mortgage, and connect with potential clients. Access real-time updates on homebuyers' progress and manage communication with clients through the .
Access CRM data from anywhere to manage prospects, referrals, and contacts. Add or update leads and activities. Sync CRM Queue manually or automatically. View calendar, reminders, and notifications for scheduling.
Track deals with goal setting and performance metrics. Monitor deal progress and team activity. Use gamified leaderboards for competitive engagement. Manage referrals and customize branding for brokerages. Sync across multiple offices and teams.
Manage client bookings and schedules with a shared calendar. Create and send digital contracts and intake forms. Track payments and receive reminders for missed appointments. Monitor team performance and generate reports.
Access and track active client information. Manage referrals and client relationships. Email or call clients directly. Update and share referral details. View referral status and activity logs.
Monitor credit scores and track changes over time. Categorize transactions to analyze spending habits. Set savings goals and create budgets. Send money instantly between individuals or accounts. Schedule bill payments and manage payees.
Manage projects, communicate with teams, and schedule tasks within a single platform. Use AI agents for automation, track time, and collaborate on documents and wikis. Conduct meetings, manage sprints, and access whiteboards and dashboards.
Personal assistant for professional relationships.
The app pulls from user apps to create a single view of professional relationships. It organizes contact details and communication history, reminding users to reach out to important contacts.
Send texts to groups or individuals with mass SMS/MMS campaigns or two-way messaging. Add images from camera roll and track reply rates and analytics. Initiate threaded conversations with contacts.