Create custom forms with text or multiple choice questions. Launch forms to hide editing controls. View and export responses. Collect email addresses and email all respondents.
Manage borrower and partner interactions using an AI assistant for mortgage leads. Access a searchable database for quick lookup. Send emails, calls, texts, postcards, and video messages. Track marketing efforts and manage CRM tasks on any device.
Manage work shifts by viewing current, future, and past schedules. Add or remove future shifts using the Swapboard. Clock in and out with location-based tracking enabled by the organization.
Capture and annotate trade show leads directly on your device. Qualify leads with customizable forms. Sync data with the 1stSales server for centralized management. Export information in multiple formats.
Search for real estate properties using filters by address, city, state, or property type. Place bids, register accounts, and sign contracts directly within the . Track auction results and manage bids in real time.
Create a business account with business details. Provide resale license for wholesale access. View products from local distributors. Place orders with built-in invoicing. Manage deliveries directly through the .