The app allows users to lock loans, view and upload required items, and access client information. Users can also price out loans, track their pipeline, and view news and guideline updates.
Check account balances, view transaction history, and pay bills. Send or request money between accounts. Transfer funds between accounts or external institutions. Make loan payments. Deposit checks via photo. Use Touch ID for secure sign-in.
The app serves as a client for the Silvertrac security guard management platform. Security guards use it to finish daily work rounds and provide proof of presence and activities.
Helps track client demographics, financial records, and automate consent forms. Users can schedule appointments, monitor inventory, and generate reports. Digital forms streamline client interactions and improve workflow efficiency.
Schedule appointments with customizable time slots and recurring options. Set reminders for clients and staff. Manage availability and block off periods. Integrate with calendars and send confirmation emails.
Schedule and manage appointments by syncing with calendars and address books. Send automated text, voice, and email reminders before and after appointments. Initiate two-way conversations with clients. Track no-shows and send follow-ups.