Allows users to submit and verify personal and financial information. It enables document uploads and digital signature. Users can track onboarding progress and access investment profiles. The platform ensures compliance with regulatory requirements.
Manage leads by uploading them from your device. Track buyer status within the or receive push notifications for updates. Qualify leads through outreach and profile building. Monitor pipeline growth and identify ripe buyers for closing deals.
Manage customer data and store completed work files in a central location. Create quotes, invoices, and forms. Schedule jobs and track payments. Generate professional certificates and follow up on outstanding invoices.
