Match referrals, secure financing, ensure e-signatures
Real estate can access platform features on mobile. Receive instant notifications for new referrals, assign them to team members, and communicate with clients. Track referrals, manage client interactions, and streamline closing processes.
Connect with agents through chat groups and track referrals. Create and manage collaboration spaces. Share files and messages securely. Monitor client interactions and project progress.
Business "Access real-time data and analytics. Share insights and collaborate with professionals. Set up custom alerts and integrate with financial tools."
Access listings with property search by address and location. View hotsheet activity and market stats. Retrieve full listing details including property history and exclusive agent information. Use tools to manage leads and client interactions.
Manage contacts and track leads with customizable fields. Send emails and texts using pre-set templates. Schedule calls and sync calendar events. Monitor pipeline progress and set reminders. Share documents and notes securely.
American Family Life Assurance Company of Columbus US
Manage policies, track claims, and communicate securely
File claims for clients, including wellness claims, using a streamlined process. Use the "Similar Claim" feature to quickly file multiple wellness claims. Manage policies and access client information securely.
Manage projects, communicate with teams, and schedule tasks within a single platform. Use AI agents for automation, track time, and collaborate on documents and wikis. Conduct meetings, manage sprints, and access whiteboards and dashboards.
Connect with qualified leads by filtering buyer and seller inquiries to identify transaction-ready referrals. Share client information directly with agents.
Manage property listings by editing prices and remarks. Search properties by address, map location, or other criteria. View hotsheet activity and market statistics. Access full listing details and stay connected with leads and clients.
Manage leads by assigning and viewing them instantly. Confirm appointments to connect with buyers and sellers quickly. Track status updates and communicate with Concierge and Agent Relationship Management teams.
Manage customer interactions by updating notes, tasks, and attachments. Access sales and service records offline. Track progress on deals and manage leads. Sync data across devices and update records in real time.
Access and track active client information. Manage referrals and client relationships. Email or call clients directly. Update and share referral details. View referral status and activity logs.