Clients view past Employee of the Month winners and submit new nominations. Access account data and send winner names through a secure login interface. Manage employee recognition programs and track submissions.
by DAVID LONG & ASSOCIATES, INC.★ 5.03 ratingsBusinessFreeData updated 2026-09-06
Manage team communication and recognition with real-time messaging, shared workspaces, and employee acknowledgment features. Assign tasks, track progress, and celebrate achievements within the .
Clients and partners can chat with their account concierge. Access exclusive deals and track rewards. Submit and monitor referrals. View personalized offers and promotions.
Access recognition programs from mobile devices. View personalized AI-powered homepage with culture insights. Give and receive recognition to foster connections. Track engagement and company values. Manage program participation and feedback.
Manage corporate cards and expenses with real-time spending tracking and policy checks. Submit and approve expenses, request reimbursements, and send payments globally. Monitor account balances and set spending limits.
View real-time account balance and payment due dates. Pay bills with a single button click. Report outages and submit meter readings. Use Touch or Face ID for secure access.
Submit claims or leave requests through a guided process. View leave balances, history, and available options. Access a personalized benefits dashboard anytime. Opt for direct deposit for approved payments.
Access listings with property search by address and location. View hotsheet activity and market stats. Retrieve full listing details including property history and exclusive agent information. Use tools to manage leads and client interactions.
Manage appointments, clients, and sales with a centralized platform. Set and share availability, send automated reminders, and track client interactions. Create and customize booking pages to reflect your brand.
Manage payroll and HR tasks from . Clock in/out with GPS or photo. View timesheets, schedules, and PTO balances. Digitally sign timesheets. Request time off and view pay stubs. Submit expense reports. Track employee schedules and payroll data.
Create schedules, manage shifts, communicate with team
Create and manage schedules from a phone. View employee availability. Send automatic shift notifications. Adjust schedules in real time. Approve or deny shift swaps. Handle time off requests. Communicate with employees via push messages.
Track employee time and attendance with cloud-based punch-in and punch-out features. Managers can monitor real-time status, generate reports, and access data from any device.
Schedule appointments and send reminders. Communicate with clients through messaging. Accept payments and manage transactions. Store and access client records securely. Track treatment history and note contraindications.
Capture receipts with smartphone camera. AI extracts data and fills out expense entries. Categorize and submit reports directly from the . Approve expenses on-the-go. Replace paper receipts with digital tracking.
View account balances and manage spending accounts provided by your employer. Submit claims online, authenticate transactions by attaching receipts or photos, and access account details securely.
Match referrals, secure financing, ensure e-signatures
Real estate can access platform features on mobile. Receive instant notifications for new referrals, assign them to team members, and communicate with clients. Track referrals, manage client interactions, and streamline closing processes.
Access global research products anywhere, anytime.
The app provides BofA Securities clients with access to proprietary global research products. It is intended for institutional clients who have a BofA Mercury™ Portal ID.
View employee profiles to see contact information, job titles, and recent activity. Search for teammates to send recognition or connect. Track upcoming birthdays, anniversaries, and new hires.