Users can apply for mortgages online, receive competitive loan offers from multiple lenders, and track application progress. can invite preferred lenders to the platform and assist clients with loan terms and rates.
Manage client interactions by viewing engagement with agent marketing. Register open house attendees and receive notifications for daily tasks, client birthdays, and home anniversaries. Track client activity and stay updated on real estate leads.
Submit loan applications and track progress in real time. Receive push notifications for important dates and updates. Verify loan information and status. Submit required documents via mobile. Stay engaged from origination to closing.
