Manage leads and contacts with organization tools for tracking and nurturing. Automate follow-ups, messages, and campaigns using AI. Monitor sales performance and streamline client engagement through integrated communication features.
Manage bills from one secure account. Pay over 120,000 billers with linked bank accounts. Set unlimited for payments. Use multiple methods including Apple Pay. Track payments in real time with status updates. Receive pay protections.
Manage client bookings and schedules with a shared calendar. Create and send digital contracts and intake forms. Track payments and receive reminders for missed appointments. Monitor team performance and generate reports.
Perform complex calculations with 10 financial worksheets and 10 calculators. Switch between landscape and portrait modes. View results in decimal, fraction, or percentage formats. Save and recall previous calculations. Export data as text or PDF.
Manage real estate leads with instant notifications based on user preferences. View new lead assignments, property saves, and inquiry requests. Customize notification types and delivery methods within the .
Calculate equated monthly instalments (EMIs) based on amount, repayment period, and interest rate. Input details to determine monthly payments and repayment duration. Compare different scenarios to understand payment structures.
Track expenses, set budgets, and monitor spending habits. Create repayment plans and receive notifications. Sync data across devices and view detailed financial reports. Manage multiple accounts and set payment reminders.
Engage in text-based conversations using an AI powered by third-generation Claude AI. Create and execute scripts built-in Shortcuts support. Generate text responses and streamline communication through advanced language modeling.
View and manage mortgage details anytime, anywhere. Track payments, check property values and trends, and adjust mortgage terms. Receive alerts and access account information securely.
Manage client interactions, track leads, and automate marketing tasks. Log calls and emails, set reminders, and generate reports. Integrate with calendars and sync contacts. Monitor sales pipelines and send personalized messages.
Track transactions, view materials, connect with agents
Track active and closed transactions, view marketing materials provided by Mortgage, and connect with potential clients. Access real-time updates on homebuyers' progress and manage communication with clients through the .
Check balances and activity for checking, savings, mortgage, auto loan, and card accounts. Set alerts for balance and transaction notifications. Log in securely using biometrics or a verification code sent via text or voice call.