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.
Connect with clients and manage leads automatically
Schedule and send automated email newsletters and social media posts to maintain client engagement. Track client interactions and set follow-up reminders. Integrate with calendars to schedule outreach and manage leads.
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.
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.
Manage investments with real-time market data and portfolio tracking. Buy and sell stocks, bonds, and funds across global markets. Set up recurring investments and receive customizable alerts. View performance reports and access research tools.
Manage client communications and team collaboration with real-time messaging and file sharing. Access shared drives and internal tools from mobile or desktop. Participate in dedicated loops for structured support and information exchange.
The app provides mortgage brokers access to the EASE platform, ChatUWM for assistance, and tools for managing loan scenarios. It allows users to view their pipeline, lock loans, check rates, and access property valuation tools.