View detailed financial reports, upload bookkeeping receipts, and schedule client meetings. Access encrypted business documents and analytics anytime. Manage financial data securely from a single platform.
Record and transcribe conversations in real-time. Ask AI questions during the call. Receive detailed notes after the recording ends. Capture ideas during casual chats or client meetings. Sync notes across devices.
Manage client interactions by viewing engagement with agent marketing. Register open house attendees and receive notifications for daily tasks, client birthdays, and home anniversaries. Track client activity and stay updated on real estate leads.
