Manage client information and processes. Add new clients and view their status. Request preapprovals and track loan progress. Upload documents and access programs. Stay updated without phone calls.
The app provides mobile access to Jim2 Business Engine features. Users can manage tasks, create quotes and orders, and access customer information while away from the office.
Send and view leads to a loan officer via Big Purple Dot. Edit lead details and track status. Share leads directly from the . Manage lead information and update records.
Capture photos for inventory tracking. Validate and manage inventory items. View location contents and move inventory between sites. Record labor hours. Access quotes and work orders for project management.
