Manage client interactions by viewing engagement with marketing materials. Register open house attendees and track task notifications. Receive alerts for client birthdays, home anniversaries, and activity updates.
Monitor driver locations in real time. Track shipment status and delivery progress. Receive alerts for delays or route changes. Communicate with drivers through in- messaging. View detailed trip reports and manage multiple loads simultaneously.
Manage property transactions with real-time listings, advanced search filters, and AI-driven image recognition for property comparisons. Schedule viewings, submit offers, and track deals through integrated MLS data and secure messaging.
Invest in through fractional ownership. Choose from commercial properties, holiday homes, and land. Start with a minimum investment of Rs. 10 lakhs. Manage investments and track performance through the platform.
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.
Calculate to predict investment growth. Input principal, rate, and time to compute future value. Track growth over time with visual charts. Set investment goals and monitor progress. Share results via email or social media.
Access personalized financial advice from dedicated advisors. Manage customizable investment portfolios including equities, bonds, and market opportunities. Monitor investments and receive tailored guidance for management.
The app provides futures and options trading through an existing futures account and CQG login. It offers a synchronized trading experience between desktop and mobile devices for authorized brokers.