Connect with agents through chat groups and track referrals. Create and manage collaboration spaces. Share files and messages securely. Monitor client interactions and project progress.
Manage business tasks remotely with property search by address and location. Access MLS listings, track leads, and communicate with clients through integrated portals. View hotsheet activity and manage client interactions directly from the .
Manage leads with instant push notifications and access to contact information. Track client interactions and pipeline status. Send messages and update lead statuses directly. Sync with email and calendar for seamless communication.
PDF documents with digital signatures and e-signatures. Fill forms and scan documents to PDF. Share files securely. Create and contracts, invoices, and business forms directly on iPhone or iPad. No printer or scanner required.
Manage claims, export transcripts, and track notifications
Manage insurance claims with multi-claim handling and real-time feedback. Export customizable transcripts. Use AI features and a virtual assistant for support. Send proactive notifications to insureds.
Perform transactions like payments, money transfers, and phone top-ups with one click. No bank account is needed. Register in under a minute. Complete online KYC verification. Send funds to anyone globally at any time.
Schedule cases, order products, and submit invoices within a single platform. Scan barcodes and QR codes for billing and inventory tracking. Manage tasks and access real-time data for improved workflow efficiency.