Monitor pipeline data in real time
Monitor pipeline data with real-time updates on volume, weighted average forecasted pull through, duration adjusted coverage, and long/short exposure. Track last LOS pipeline data timestamp. Analyze key figures for coverage insights.
Showing 1–20 of 1,000 ranked alternatives.
GoodLeap, LLC
Offer payment options, compare offers, update
Manage sales pipeline by tracking deals and updating statuses. Compare payment offers for customers. Provide real-time updates on projects. Access flexible payment options for sustainable home solutions.
Insellerate, LLC
Manage leads, automate marketing, and communicate
Manage mortgage leads with in- communication via phone or SMS. Distribute leads, automate marketing, and integrate with loan origination systems. Track pipeline progress and access real-time data for lead management.
Pharmakon Solutions, LLC
Manage prospects and track sales pipeline
Manage prospects through the sales life cycle with a dynamic pipeline to visualize stages, interest levels, and last communication. Forecast sales for 30-60-90 day periods. Configure dashboards for productivity and occupancy insights.
Jaldi Technology LTD
Track leads, send follow-ups, manage pipeline
Manage sales leads with instant response features and automated follow-ups. Track pipeline progress with customizable dashboards. Set reminders for follow-ups and sync contacts across devices. View deal stages and update statuses in real time.
Mortgage Capital Trading, Inc.
Attend sessions, network, and learn
Access event schedules, speaker bios, and session details. Navigate through sessions and networking opportunities. Download materials and connect with attendees via the . View real-time updates and manage registration.
REAL GEEKS LLC
Connect with agents and track leads
Manage contacts and track leads with customizable fields. Send emails and texts using pre-set templates. Schedule calls and sync calendar events. Monitor pipeline progress and set reminders. Share documents and notes securely.
Datasite LLC
Manage transactions securely anytime
Manage transactions with secure data room access, conduct due diligence for buy-side and sell-side activities, prepare data rooms, and track pipeline progress. Share files, collaborate in real-time, and control access permissions.
REDWOOD TRUST, INC.
Access loan data and track metrics
Access loan pipeline dashboards with real-time data and operation metrics. View updated information automatically as the remains active or when brought to focus. Monitor key performance indicators without manual refresh.
Breezy HR Inc.
Schedule interviews, send messages, track candidates
Coordinate and schedule candidate interviews. Send and receive email and text messages with candidates. Discuss, score, and vet candidates with your team. Drag and drop candidates through pipeline stages from apply to hire.
Provident Funding Associates L.P.
Track pipeline and create cases.
The app allows users to lock loans, view and upload required items, and access client information. Users can also price out loans, track their pipeline, and view news and guideline updates.
Dealpath, Inc
Manage real estate investments remotely
Manage real estate investments with real-time data access and secure analytics. Track deals, monitor pipeline progress, and collaborate on workflows. Set alerts, generate reports, and analyze performance metrics to support strategic decision-making.
North Shore Systems
Manage deals, track pipeline, update CRM
Access customer data from the NS database to manage CRM, add new deals, and track a pipeline. Approve deals, conduct construction inspections, and capture property photos for origination or asset management.
Maximizer Services Inc.
Manage customer data on the go
Access customer data from anywhere using a phone or tablet. Manage schedule, update pipeline, and connect with clients via call, text, email, or WhatsApp. Log interactions and track leads, customers, contacts, and opportunities.
RapidOps Inc.
Manage pipeline and team updates
Manage pipeline, track leads, and update contacts in real time. Collaborate with team members, log deal progress, and sync data between mobile and desktop. Set reminders, view analytics, and send follow-up messages directly from the .
SAP SE
Access data and manage orders on
Access pipeline data and manage documents such as opportunities, quotes, orders, and invoices. View customer information, track performance, and update records in real time. Sync with SAP One to ensure up-to-date data.
FRESHWORKS TECHNOLOGIES PRIVATE LIMITED
Track contacts, automate tasks, and manage deals
Access customer data and track sales pipeline remotely. Manage tasks and appointments via in- calendar. View contact scores and use built-in email and phone features. Automate workflows and integrate with third-party apps.
View The Space LLC
Log deals, track pipeline, manage portfolios
Log deals remotely with -time updates. Track deal pipelines and activity feeds. Manage portfolios with analytics. Create dynamic stacking plans. Monitor asset performance and manage leases efficiently.
Pretty Simple Tech LLC
Track sales, set reminders, view pipeline
Track sales pipeline progress by categorizing leads and setting follow-up reminders. Monitor available funds and receive notifications. Simplify management without complex setup or integrations.
Amandeep Singh
Order solar surveys and manage pipeline
Create and submit solar surveys for residential projects. Upload site details, capture images, and generate reports. Share surveys with team members and track project status in real time.
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