Access loan-related data including sales goals, approvals, site visits, and leads. View work queues, engage in chat, and manage loan origination tasks from mobile devices.
by Jack Henry and Associates, Inc.★ 4.24 ratingsBusinessFreeData updated 2026-09-19
Apply for a loan from any location using the . Track loan status from application to closing. Upload documents securely. Receive updates on loan progress. Communicate with loan officers through the . View loan details and terms directly.
Calculate mortgage payments for FHA, Conventional, Jumbo, Rural, and VA loans. Determine affordability with input for income, down payment, and interest rates. View detailed loan breakdowns and compare scenarios. Save and share calculations.
Access and manager data including contact info, company directory, profiles, paychecks, pay history, and benefits. View details, update information, and manage access remotely. Sync with HR system for real-time updates.
Browse properties, view details, connect with agents
Search for properties using custom filters and location-based maps. View detailed listings with photos and descriptions. Schedule virtual tours and contact agents directly. Access mortgage calculators and loan information.
Connect with verified Realtors and Loan Officers to find buyers and sellers. Share listings across brokerages. Track conversions and manage needs, wants, and plugs processes.
The app provides real-time and secure access to key CRM data, including accounts, contacts, appointments, and opportunities, directly from an iPhone. This application requires separate licensing of Oracle CRM On Demand Mobile Sales Data Access.
The app connects to a NetIQ Identity Manager system to display open action items. Managers can complete business approval tasks securely from an iPhone or iPad, with offline actions syncing when a connection is re-established.
Manage sales pipelines, track leads, and monitor performance metrics. Assign tasks, update customer information, and access real-time reports. Sync with web-based backend for data entry and team collaboration.
Track leads and sales with Cozy. Create quotes, manage customer data, and monitor sales progress. Log door knocking activities and view rankings on a leader board. Set goals based on performance metrics.
Manage dealership leads by registering new prospects and identifying existing customers. Create leads in the showroom, follow up with prospects, and receive alerts on new leads. Track customer visits and manage follow-up actions.
Access devices connected to Professional via Wi-Fi, 4G, or 5G. View live camera feeds remotely. Playback recorded footage. Receive alarm notifications. Control site settings and manage device connections.
Manage leads and projects in real time. Track sales pipelines and view commission details. Communicate with customers and schedule follow-ups. Access performance analytics and sales data on mobile devices. nd view reports for sales performance.
Manage leads and track tasks within a centralized inbox. Communicate via in- calling and receive instant notifications for lead activity. Sync with desktop version for consistent organization and productivity.
Users can apply for mortgages online, receive competitive loan offers from multiple lenders, and track application progress. can invite preferred lenders to the platform and assist clients with loan terms and rates.
Manage business operations with real-time access to customer data, sales, financing, and installation details. Track employee locations using GPS for historical playback and mileage calculation. Monitor job site arrivals and departures.
Access work activities, manage routes, and view activity details. Provide updates, manage inventory, and communicate with peers. Retrieve and execute tasks from a mobile device. Track ongoing communications and manage work-related processes.