Manage sales, marketing, and customer support messages in one place. Send and receive messages, organize conversations, and access team files. Integrate with calendar and email for scheduling and tracking.
Create live webinars with HD streaming in under 60 seconds. Schedule automated webinars with pre-recorded content. Integrate with email systems for follow-ups. Track attendee engagement and manage learning materials.
Manage campaigns, track progress, access data anytime
Manage campaign data with access to agent and office leader details, test results, and credentials. Communicate bidirectionally with clients or sales reps. Generate custom reports and track performance metrics.
Log time entries and track daily field reports. Manage billing, marketing, sales, and budgeting tasks. Generate reports and set reminders for deadlines. Sync data across devices and share documents with team members.
Track sales inventory and create sales orders directly from a mobile device. View product details, update stock levels, and manage order statuses in real time. Sync with “iSolve Produce” software for seamless data integration.
The app offers RateStar for competitive mortgage insurance rates based on borrower details. It also provides current MI eligibility requirements and market analysis commentary with economic data and housing forecasts.