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.
Calculate monthly mortgage payments based on income and loan details. Compare different mortgage options and interest rates. Refinance existing loans and track progress. Access loan documents and communicate with lenders through the .
Connect with real estate agents to view properties and schedule walkthroughs. Share and e-sign documents for transactions. Receive updates on listings and communicate with the team. Track property details and manage transaction progress.
Register open houses, track client interactions, send
Manage client interactions by viewing engagement with marketing materials. Register open house attendees and receive notifications for tasks, birthdays, and client activity.
Manage transactions and automate processes for real estate agents and clients. Sync data between agent and client apps. Send personalized greetings, news, and articles to clients.
Manage real estate leads by viewing, organizing, and responding to new inquiries. Tag and track leads for follow-up. Monitor listings with real-time status updates and submit required documents.