Manage real estate leads by viewing, organizing, and responding to new inquiries. Tag and track leads for follow-up. Monitor listings with real-time status updates and submit required documents.
Access client policy information, make payments on their behalf, look up households by policy or name, view client details for policies, billing, claims, and home assessments, and access or share key client documents.
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.
