Access account information including 401k, paycheck details, FSA, and UHC benefits card. View transaction history and manage benefits. Send secure messages and receive notifications.
The app provides mortgage brokers access to the EASE platform, ChatUWM for assistance, and tools for managing loan scenarios. It allows users to view their pipeline, lock loans, check rates, and access property valuation tools.
Coordinate and schedule candidate interviews. Send and receive email and text messages with candidates. Discuss, score, and vet candidates with your team. Drag and drop candidates through pipeline stages from apply to hire.
Manage mortgage leads with in- communication via phone or SMS. Distribute leads, automate marketing, and integrate with loan origination systems. Track pipeline progress and access real-time data for lead management.
Manage sales pipeline by tracking deals and updating statuses. Compare payment offers for customers. Provide real-time updates on projects. Access flexible payment options for sustainable home solutions.
Manage team communication with chat and private announcements. Submit and approve requests. Access a knowledge base. Track activity and manage projects. Monitor employee performance and pipeline progress.
Manage support tickets with email integration and task automation. Assign, prioritize, and track requests. Collaborate with teams and customers in real time. View analytics and dashboards for performance insights.
Manage service requests and track performance data
Service operators manage request queues and track performance metrics including start time, reaction time, and quality assessments. Clients interact with colleagues and community users to submit and monitor service requests.
Manage requests, resolve issues, and track progress
Mobile allows agents to triage, act on, and resolve service requests offline. Update work status and accept tasks via native device features. Manage end user issues with an intuitive interface. Sync data when online.