Manage contacts and relationships with a centralized CRM. Add notes, track birthdays, and set reminders. Log interactions, view relationship status, and share updates. Sync across devices and integrate with email.
Manage leads, automate follow-ups, book appointments, track
Manage leads and automate follow-ups via text, email, and voicemail. Book appointments with one tap. Track pipeline progress and organize sales activities. View client information and update deal statuses. Sync with calendar and send reminders.
Plan routes and view property details offline. Add homeowner notes and set reminders. Schedule follow-ups and receive notifications. Manage leads with a simple pipeline. Knock doors without internet access.
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.
