Manage borrower and partner interactions using an AI assistant for mortgage leads. Access a searchable database for quick lookup. Send emails, calls, texts, postcards, and video messages. Track marketing efforts and manage CRM tasks on any device.
The app allows users to view and manage deals and leads from any location. Users can create, request credit scores, get payoff quotes, and message finance sources.
Track leads with customizable pipelines and set reminders for follow-ups. Add contacts, notes, and tasks. View deal progress and manage sales stages. Sync across devices and access reports.
Access the portal to manage customer Alerts by creating, viewing, claiming, assigning, and closing them. Send and respond to customer messages. Receive notifications for new Alerts and messages.
Manage calls, track leads, and schedule appointments
Manage contacts and schedule follow-up calls while on the go. Access and update your database remotely. Make calls using Wi-Fi if voice and data are not supported. Track appointments and prospect leads through the .
Manage leads with automated follow-ups via WhatsApp, text, and phone calls. Track interactions, set reminders, and monitor team activity in real time. Export data and generate reports. Integrate with Meta Business tools for messaging and analytics.
Manage leads by updating status, taking notes, sending emails, capturing quotes, or selling policies directly. Track sales and daily goals with real-time notifications. Organize tasks and access all features remotely from any location.
Manage home or office telephony services remotely. Make and receive calls over WiFi/3G using a landline number. Move calls between landline, mobile, and tablet devices. Send instant messages. Add video to calls.
Track company and contact history. Dictate meeting notes. Create and manage follow-up tasks. Update opportunities and quotations. Streamline project management. Organize to-do lists. Access data via web or mobile.
Manage customer cases with case lists and details, including priority settings, re-assignment, and case closure. View dashboards for customer journey insights and use dashboard cards for detailed data. Contact customers via call or email.
Access dashboards, calendars, activities, tasks, opportunities, and contacts directly. Manage CRM data on the go. Sync with TDF and systems. View and update key metrics in real time. Navigate between modules for efficient workflow.