Manage remotely by viewing critical business information anytime. Track referral details, access agent contact data, and monitor referral status without needing to be in the office. Share referral links and update statuses directly through the .
The app offers travel agents a mobile platform for flights, accommodation, and car rentals. It provides sales, support, and financial management tools, with multi-currency and multi-language options.
Register open houses, track client interactions, send
Manage client interactions by viewing engagement with marketing materials. Register open house attendees and receive notifications for tasks, birthdays, and client activity.
Connect with local retailers to collect data for national brands. Set your own schedule and claim assignments near you. Complete missions to earn payments via Plaid™ Plus and access exclusive brand rewards.
Refer clients for home security services and earn a referral bounty. Select a rep or territory, get assigned a representative, and track referrals in real time. Access payment details and manage referrals directly from your mobile device.
Sell products, record transactions, connect agents
Guest users can view brand products, their features, agent information, and product posts. Agent users can access brand products, agent details, create product posts, and manage transactions with users.
Manage requests by creating, approving, or rejecting them. Access knowledge articles and news. View and update request statuses. Use smart ticketing and virtual agent support. Switch between tenants and search for offerings.