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.
Manage call recordings and ensure compliance with CMS regulations for Medicare Advantage and Stand-Alone Prescription Drug Plans. Track recording status, access guidelines, and generate reports for audits.
Track real estate market trends and property values. Access course materials and complete lessons on real estate principles. Earn certifications and track progress. Connect with instructors and peers for support.
Manage real estate transactions from contract to closing using a mobile . Automate document reviews, track compliance, and submit forms directly. Access transaction details, communicate with clients, and monitor progress remotely.
Manage client contacts and communications through integrated email, Facebook Messenger, text messages, and call history. Receive notifications for new website leads, invoice payments, and customer inquiries.
Real estate agents can search for referral by area, team name, or operator name across the U.S. and Canada. View results on a map or list. Add favorites to quickly access frequently used contacts.