The app provides mobile access to a hosted CRM for sales and service professionals. Users can manage contacts, leads, deals, and activities directly from their iPhone, and access web information and dashboards.
Submit loan applications and track progress in real time. Receive push notifications for important dates and updates. Verify loan information and status. Submit required documents via mobile. Stay engaged from origination to closing.
Manage customer interactions by merging Salesforce data with email. Track emails, set response reminders, and update Salesforce records directly from the inbox. Sync email activity with Salesforce for real-time insights and streamline communication.
