The app provides access to user content from the BaseCase platform. It allows for the creation, distribution, and viewing of interactive presentations.
Create and manage homeowner strategies (TCAs) directly from opportunities or scratch. Track borrower needs and opportunities in real-time. Equip teams with coaching tools and performance insights.
Access sales content and presentations instantly. Share materials with customers and track engagement. Analyze performance data to refine strategies. Customize presentations for tailored buyer experiences.
Manage and distribute sales presentation assets with a secure, centralized interface. Upload, organize, and share collateral materials. Track asset usage and permissions. Integrate with the Sandbox for scenario-based sales training and simulation.
